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Canalys reports a significant increase in global AI PC shipments during the fourth quarter of 2024, with Apple holding a dominant 54% market share.

Lenovo Group released its financial performance for the fourth quarter of last year, showcasing strong growth in the technology sector. According to the report, Lenovo's revenue reached 135.1 billion RMB, representing a year-on-year increase of 20%. Net profit also surged significantly to 4.98 billion RMB, with a year-on-year growth rate of 106%. Alongside the earnings release, Lenovo announced a significant technological advancement: it will be the first to achieve local deployment of the DeepSeek large model in the AI PC field, making Lenovo the world's first company to deploy this technology at the endpoint.

Since Microsoft first launched the C o p i l o t Plus laptop based on Arm architecture in June, there has been anticipation about whether the features of C o p i l o t Plus could be applied to desktop computers. Six months later, the upcoming mini PC from Microsoft will bring AI capabilities to Windows 11, such as smart reminders, click-to-do lists, and AI image generation and editing. These mini PCs are expected to help Microsoft compete with Apple's latest Mac.

Recently, Intel announced the establishment of AI PC experience development centers at two renowned institutions in India - the Indian Institute of Science (IISc) in Bangalore and the Indian Institute of Technology (IITH) in Hyderabad. This initiative aims to provide students and researchers with advanced hardware and software resources to foster innovation and development in artificial intelligence applications. The development centers will be equipped with Intel's latest Core Ultra processors, combining CPU, GPU, and NPU to efficiently manage P.

Recently, Intel Corporation (NASDAQ: INTC) released a research report on Artificial Intelligence PCs (AI PCs), surveying 6,000 users aged 18 and older from Germany, the UK, and France to understand their computer usage habits and perceptions of AI PCs. The results showed that the built-in AI in AI PCs can help users save a significant amount of time, thereby enhancing work efficiency. Image source note: The image is AI-generated and licensed by Midjourney according to the report.

According to Canalys data, global AI PC shipments reached 13.3 million units in Q3 2024, accounting for 20% of total PC shipments for the first time. 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 continuous increase in supply of these devices, AI PC shipments grew by 49% year-on-year. Notably, Windows devices are in A

Recently, Intel made significant moves in the processor market by launching the all-new Core Ultra 200S series processors. This processor is designed for users seeking extreme performance, marking the arrival of the AI PC era for desktops. Whether you are a gamer or a content creator, the new processors will provide you with powerful performance support. The flagship product released, the Core Ultra 9 Processor 285K, features up to 8 next-generation performance cores (P-cores) and 16 efficient cores.

According to the latest forecast from market research firm Gartner, by 2026, the market share of AI personal computers is expected to reach 43%. This means that in the future, large enterprises will almost exclusively choose computers equipped with AI technology. Doesn't that sound interesting? Gartner anticipates that the shipment volume of AI personal computers will reach 43 million units by 2024, a nearly 100% increase compared to 2023. Furthermore, by 2025, this figure is expected to surge to 114 million units, reflecting an impressive growth rate of 165%.

Recently, the shipment of AI PCs has been rapidly increasing, thanks to the collective efforts of chip manufacturers like Qualcomm, Intel, and AMD. These companies are driving PCs equipped with neural processing units (NPUs) into the mainstream market, enabling AI computing power directly on personal computers. In addition to the consumer market, businesses and developers are also actively seeking to upgrade their computers, making this upgrade cycle one of the largest in history. Image source notes: The image was generated by AI, image licensed from service provider Midjourney.

At the IFA 2024 exhibition, Intel announced the launch of the Lunar Lake processor series, aiming to reach a target of 100 million AI PC shipments by the end of 2025. Data shows that shipments of AI PCs equipped with Intel Core Ultra processors doubled in the second quarter of 2024, exceeding 15 million units. Canalys predicts that the share of AI PCs in the Windows PC market will increase from less than 10% in 2024 to 30% in 2025.

Intel has unveiled its first Lunar Lake mobile processor at the IFA conference, achieving Microsoft's Copilot+ performance targets. This chip offers up to 120 TOPS of AI computing power, significantly improving performance by 14% for core clock instructions and 68% for efficiency core performance, with graphics processing performance up about 50% compared to the previous generation. Compared to AMD, Lunar Lake performs similarly in graphics-intensive tasks like gaming but with approximately 30% lower power consumption. In terms of performance, it outperforms Qualcomm.

In Q2 2024, global AI PC shipments reached 8.8 million units, accounting for 14% of total PC shipments, showcasing rapid market growth. AI PCs include desktops and laptops equipped with advanced chipsets, such as NPUs. The Qualcomm Snapdragon X series chips and Copilot+PC signify a new stage in AI PC development. It is expected that shipments will significantly increase in the second half of the year, with total shipments for 2024 projected to reach 44 million units, and it is anticipated to exceed 100 million units by 2025. Apple leads the AI PC market with its Mac products.

According to preliminary data from Counterpoint, the global PC market showed signs of recovery in the second quarter of 2024, with shipments increasing by 3.1% year-over-year to reach 62.5 million units. This growth will be driven primarily by the replacement cycle and a low base period, indicating a sustained recovery momentum in the market. AI PC has become the hottest topic in the PC industry, and it is expected that the AI PC boom will arrive in the second half of 2024. Apple is looking forw

Consumer GPU shipments grew 32% year-over-year, reaching 9.5 million units. AI PCs are not the primary factor driving the sales growth of GPUs. AMD saw the largest growth in the holiday quarter, while Nvidia maintains market dominance. Analysts expect the market to remain stable, with Nvidia and AMD launching new GPUs.

PC manufacturers Quanta, Compal, and Inventec initially estimated that after the launch of their AI PC new products in the third quarter, the entire laptop supply market would experience a wave of strong replacement demand. However, following recent improvements in the upstream and downstream supply chain shortages, they revised their previously optimistic outlook to a more conservative one. The estimated peak growth period is projected to be from next year to the year after. The demand for laptops has gradually become evident, showing a year-on-year growth of 3.6%, and PC shipments are expected to stop declining and rebound.

At Apple's annual shareholder meeting, Cook discussed AI and asserted that the best AI PC is a Mac. He indicated that generative artificial intelligence holds breakthrough potential, and Apple is making significant investments in the AI sector. Apple's products utilize AI technology, and the company has halted its car production efforts, redirecting employees to AIGC projects. A survey by American Bank suggests that AIGC will lead to a strong iPhone upgrade cycle.