According to data released by Canalys, global AI PC shipments reached 13.3 million units in the third quarter of 2024, marking the first time they accounted for 20% of total PC shipments. AI PCs are defined as desktops and laptops equipped with chipsets or modules specifically designed to handle artificial intelligence workloads, such as NPUs (Neural Processing Units). With the increasing supply of these devices, AI PC shipments saw a year-on-year growth of 49%.
It is noteworthy that Windows devices have for the first time surpassed other systems in AI-enabled PC shipments, capturing 53% of the market share. While updates to Windows 11 and processor upgrade plans provide a good opportunity for the promotion of AI PCs, the main challenge facing the industry is how to persuade consumers to prepare for the upcoming edge AI applications.
According to Ishan Dutt, Chief Analyst at Canalys, the pace of development for AI PCs remains strong in the third quarter. The Co pilot+ PC, powered by Snapdragon X series chips, has entered its first full supply season, while AMD has launched the Ryzen AI300 series and Intel has introduced the Lunar Lake series. However, these two x86 chip manufacturers are still waiting for Microsoft to support their Co pilot+ PCs, with related updates expected to be released this month.
According to Canalys' survey, 31% of channel partners do not plan to sell Co pilot+ PCs in 2025, and 34% believe that such devices will account for no more than 10% of their PC sales next year. With the end of Windows 10 support, the upcoming quarters will be crucial for promoting the upgrade of many old devices to AI PCs.
Key Points:
🌟 In Q3 2024, AI PC shipments reached 13.3 million units, accounting for 20% of total PC shipments.
💻 Windows devices for the first time captured 53% of the market share in AI-enabled PCs.
🚀 The market potential for AI PCs is huge, and the upgrade of old devices to AI PCs will become an important opportunity in the future.
