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.

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.