according toCanalysofup to dateIt is predicted that the global PC market will soon end its seven-quarter decline and will see a 5% increase in the fourth quarter of 2023. Looking ahead, PC shipments for the full year of 2024 are expected to reach 267 million units, an increase of 8% from the previous year. This recovery momentum is mainly due to the holiday season and the improvement of the macro economy, as well as the Windows update cycle and the availability ofAI(AI) capabilities and the rise of computers based on Arm architecture.
Canalys analyst Ye Maosheng said that the global PC market is on the road to recovery and is expected to return to 2019 levels in 2024. The impact of artificial intelligence on the PC industry will be far-reaching and lasting. Leading manufacturers and suppliers will launch more new models with AI functions in 2024, which will stimulate more demand for replacement, especially in the commercial field. By 2024, the total shipments of PCs with AI functions are expected to account for about 19% of the market share, including M-series Mac products and new products to be launched in the Windows ecosystem.
Ishan Dutt, chief analyst at Canalys, pointed out that after a long period of delayed purchases, demand in the commercial sector will surge in 2024. A survey showed that 47% of respondents expected their Windows PC shipments to increase by 10% or more next year. In addition, driven by Qualcomm's X Elite chip, PCs using Arm architecture will also emerge in large numbers in 2024. Although the initial upward trend is limited, the advantages in energy consumption and battery life will become a major selling point for channel partners to promote their products.
Overall, Canalys' global PC analysis business provides comprehensive, timely and high-quality shipment data tracking services to major manufacturers, product and channel decision makers. Through precise tracking dimensions and rigorous methodology, they provide clients with market-leading insights into markets, suppliers, channels, as well as different dimensions such as CPU, storage and memory. In addition, Canalys also releases quarterly forecasts to help clients better understand the future development trends of the PC industry and provide professional data support for clients' globalization strategies. Canalys' global multilingual analyst team also provides clients with exclusive analysis communication meetings to assist decision makers in gaining a deeper understanding of market trends and provide third-party analysis insights and executable recommendations.