Counterpoint has released its latest market research report, indicating that the global PC market will see significant growth in 2024, with expected shipments reaching 253 million units, a 2.6% increase from 2023. This growth is primarily driven by the upcoming end of support for Windows 10 and the launch of a new generation of AI laptops.
The report shows that in the fourth quarter of 2024, global PC shipments will increase by 3.7% year-on-year, thanks to the consumer spending surge during the year-end holidays and subsidy policies in the Chinese market. Additionally, many companies are actively upgrading their IT systems to address the challenges posed by the end of support for Windows 10 in October 2025, leading to a continued rise in PC orders from the enterprise sector.
In terms of new products, multiple brands will launch laptops with generative AI capabilities in 2024. Key new models include devices based on the Qualcomm Snapdragon X Elite series, AMD's Strix Point, and Intel's Lunar Lake series. The report indicates that over 25% of laptops shipped in 2024 are expected to feature generative artificial intelligence (GenAI) capabilities.
From a brand performance perspective, Lenovo, ASUS, and Acer are experiencing sales growth above the market average, while HP's growth remains relatively stable. After a sluggish first half of the year, Apple has achieved moderate growth with the launch of the new MacBook Pro at the end of the year. In contrast, Dell faces more challenges in 2024, with less activity in the enterprise market.
Looking ahead, the report predicts that with the end of Windows 10 support and the increasing number of AI laptops, 2025 will be a good year for PC brands, with a significant rise in orders from the business market expected. The new generation of AI laptops, equipped with powerful NPU technology, will effectively run various generative AI applications and are expected to capture nearly 60% of the market share.
The AI laptops of 2024 will transform user experience while driving overall market growth. These devices typically retail for over $1,000, featuring stronger hardware performance and AI support, with mid-range PCs also expected to gradually adopt this technology by 2025.
Key Points:
🌍 Global PC shipments are expected to reach 253 million units in 2024, a year-on-year increase of 2.6%.
💻 Over 25% of new laptops will feature generative AI capabilities, driving market upgrades.
📈 AI laptops are expected to capture nearly 60% of the market share by 2025, with business orders poised for growth.
