Canalys

The AI smartphone market has reached a new milestone with the launch of Apple's AI-enabled iPhone 16 series. The world's two major cell phone operating systems now have corresponding AI phone products, providing consumers with more choices. In its latest report, market research firm Canalys pointed out that the rapid development of AI technology signals that the mobile communications industry is about to enter a whole new era. Canalys' forecast outlines the trajectory of the AI smartphone market over the next few years: by the end of 2024, about 16% of newly shipped smartphones will have next-generation AI capabilities. This ...

At the recent IFA2024 exhibition, Intel released its new Lunar Lake processor series. According to Intel's plan, by the end of 2025, they hope to ship 100 million AI PCs. And with the launch of Lunar Lake processors, this goal seems to be gradually approaching. Data shows that in the second quarter of 2024, shipments of AI PCs equipped with Intel Core Ultra processors achieved an astonishing month-on-month growth, more than doubling since December 2023.

According to Canalys's research and forecast on the market of smartphones with generative AI capabilities, in 2024, AI smartphone shipments are expected to account for 16% of global smartphone shipments, and by 2028, this proportion will surge to 54%. From 2023 to 2028, the compound annual growth rate (CAGR) of the AI smartphone market will reach 63%. ▲ Image from Canalys official website According to some key data, 63% of respondents worldwide are interested in AI applications and AI capabilities on mobile phones, and only …

According to the latest report released recently by market research firm Canalys, 2024 marks a major shift from traditional PCs to AI PCs, and it is estimated that global AI PC shipments will reach 48 million units this year, accounting for 18% of total PC shipments. The agency estimates that global AI PC shipments will exceed 100 million units in 2025, accounting for 40% of total PC shipments; by 2028, global AI PC shipments will reach 205 million units, and the compound annual growth rate between 2024 and 2028 will reach…

In the fourth quarter of 2023, global cloud infrastructure service spending increased by 19% year-on-year to US$78.1 billion, an increase of US$12.3 billion from the same period last year. Total annual spending increased from US$247.1 billion in 2022 to US$290.4 billion, an increase of 18%. The impact of enterprise IT optimization on the cloud service market has gradually weakened, and more and more companies have expanded their consumer contract agreements with leading cloud vendors to meet growing demand. At the same time, cloud migration has re-accelerated, and new demand has surged, especially with the widespread adoption of AI applications. Canalys predicts that global cloud infrastructure service spending will reach US$1.1 billion in 2024...

Canalys released a forecast of the top ten trends in the global technology industry in 2024. These include the popularity of generative AI, the shortage of AI talents, the increase in corporate supercomputers, the increase in personal code generation through informal programming training, the shortage of Apple Vision Pro products, the impact of national control on generative AI models, and the resumption of growth in US channels from April 2024. The forecast shows that these trends will have a profound impact on the global technology industry. The following are the specific contents: 1. By 2026, most software and hardware products will have generative AI…

According to the latest forecast by Canalys, the global PC market is about to emerge from the downward trend of seven consecutive quarters and is expected to usher in a 5% growth 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 mainly benefits from the holiday season and the improvement of the macro economy, as well as the Windows update cycle and the rise of computers with artificial intelligence (AI) functions and Arm architecture. Canalys analyst Ye Maosheng said that the global PC market is entering…

After seven consecutive quarters of decline, global personal computer (PC) shipments are about to resume growth, according to the latest forecast from Canalys. The market is expected to achieve 5% growth in the fourth quarter of 2023, thanks to a strong holiday sales season and an improving macroeconomic environment. Looking ahead, full-year shipments are expected to reach 267 million units in 2024, an increase of 8% from 2023, driven by the Windows refresh cycle and the rise of AI-enabled and Arm-based devices. Canalys analysis…