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

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.

Google introduces the Chromebook Plus, actively challenging Microsoft's efforts in the AI PC sector. Acer launches the first commercial Chromebook Plus 514, equipped with AI applications, marking Google's growth in the business field. As a competitor in the AI PC space, Google showcases its strong capabilities in the smart notebook sector. The launch of Chromebook Plus 514 is part of Acer's strategic adjustment in the commercial sector, focusing on incorporating AI technology to meet the needs of business users.

In 2024, the personal computer market is expected to grow by 8% as consumers are eager to upgrade their pandemic-era computers, seeking devices with artificial intelligence capabilities. The surge in generative AI is driving PC sales, as consumers strive for smarter devices that enhance productivity and leisure experiences. Microsoft will end support for Windows 10 on October 14, 2025, potentially spurring a wave of upgrades across hundreds of millions of devices and propelling sales of the next generation of personal computers. 2024 is anticipated to see a rebound, with companies like HP introducing AI-enabled PCs to support market growth.

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.

The CEO of HP stated that AI capabilities will drive growth in the personal computer market, expecting it to double. The new computers will feature AI capabilities, enabling access to the cloud and the analysis of complex language models. The prices of the new computers will not be significantly higher than other models, with an expected increase of 5% to 10%. The shift to Windows 11 will further boost growth in the PC market, which has already begun to recover. The PC market is projected to grow in 2024 compared to 2023.