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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.

With Apple launching the AI-enabled iPhone 16 series, the AI smartphone market enters a new phase. Both major global smartphone operating systems have introduced AI smartphone products, offering consumers more choices. A Canalys report forecasts that the rapid development of AI technology will propel the mobile communication industry into a new era. By the end of 2024, approximately 16% of newly shipped smartphones will feature AI capabilities. The AI smartphone market is expected to exceed 1 billion units in cumulative shipments by 2026, driven primarily by advancements in chip technology and growing consumer demand.

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.

By 2027, AI PCs are expected to account for over 60% of the PC market, with commercial applications becoming the primary focus. Leading PC manufacturers like Dell, HP, and Lenovo plan to launch a range of AI-accelerated new models in 2024. Chip manufacturers such as Intel, AMD, Apple, and Qualcomm are working to integrate dedicated AI acceleration modules into CPUs to enhance edge AI performance.

After experiencing seven consecutive quarters of decline, the global PC market is expected to see a 5% recovery in 2024. The total PC shipments for the year are anticipated to grow by 8%, with AI-enabled PCs accounting for approximately 19% of the market share. The commercial sector is expected to see a significant surge, while ARM architecture PCs will have a competitive advantage.

Canalys predicts that the shipment of AI-compatible personal computers will reach 175 million units by 2027, accounting for over 60%. Dedicated AI chipsets are key to supporting AI personal computers, and major chip manufacturers are accelerating the launch of AI-optimized processors. The demand for high-performance components such as storage, memory, and GPUs will also grow as AI tools upgrade. In 2023, Apple will be the first manufacturer to produce 100% AI personal computers. In 2024, AMD and Intel will accelerate the enhancement of AI capabilities in personal computers.

Canalys forecasts that by 2027, 60% of personal computers will be AI-compatible. The shipment of AI-compatible personal computers is expected to exceed 175 million units. The market for AI-compatible personal computers is anticipated to experience explosive growth in 2025 and 2026. The compound annual growth rate for AI-compatible personal computers will reach 94%. The latest Windows operating system will enhance features via AI, driving market growth.