According to market research firm Gartner 's latest prediction that by 2026, AI personallaptopsThe market share will reach 43%. which means that in the future, big businesses will almost exclusively choose computers with AI technology. Doesn't that sound interesting?
Gartner says it expects shipments of AI PCs to reach 43 million units in 2024, an increase of nearly 1,001 TP3T compared to 2023. and by 2025, that number will jump to 114 million units, a whopping 165.1 TP3T increase. while these numbers computer makers may be to excited about, it doesn't mean that there's a killer AI app has appeared. In fact, what it does reflect is that it's going to become increasingly difficult to buy a computer without an AI chip.
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For Gartner, AI PCs are those with built-in neural processing units (NPUs). While desktop applications today don't require much hardware support, analysts believe that such configurations will become ubiquitous in the future. Buyers may opt for these AI computers in response to future demands. While there is no clear "killer app" yet, it could be in the near future.
It's worth noting that HP's CEO Enrique Lores said at a recent conference that he expects shipments of AI PCs to account for about 50% by 2027, and expects the average selling price across the industry to rise by 5% to 10% as a result.Meanwhile, IDC's research manager, Jitesh Ubrani, also said that Enterprises are realizing the importance of AI, but many are still struggling to find immediate use cases and are therefore choosing AI PCs as insurance for the future," said Jitesh Ubrani, research manager at IDC.
In the long run, the rise of the AI personal computer is almost inevitable. As NPU technology gradually spreads to lower-end computers, it may become increasingly expensive to produce processors without NPUs in the future. This will be a challenge for some vendors, especially Intel, as the competitive environment is now fiercer than ever.
Microsoft and Qualcomm are pushing for an alternative platform, with the Arm architecture showing competitiveness for the first time. It's safe to say that the competition will heat up with more opportunities for future CPU vendors.