Recently, Lenovo Group announced its financial report for the second quarter of the 2023 fiscal year, showing that the company continues to maintain growth momentum supported by strong sales of smart devices. For the three months ending in September, Lenovo's net profit increased by 44% year-on-year to $359 million, slightly surpassing analysts' expectations of $355 million. As the world's largest personal computer manufacturer, Lenovo's ongoing investments in artificial intelligence technology are gradually showing results. Company executives stated that they are committed to launching AI-powered personal computers.

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%.

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.

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.

Canalys forecasts that by 2027, 60% of personal computers will be AI-compatible. Initially, AI-compatible personal computers will be used for specific business functions and by professionals requiring AI computations. Optimized large language models and new operating systems will drive the widespread adoption of AI-compatible personal computers. As a core tool for businesses and consumers, personal computers are set to undergo a transformation with deep integration of AI. The development of AI personal computers will be influenced by the strategic direction of processor manufacturers.

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.