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, it is expected that the number of smartphones equipped with edge AI computing capabilities will reach 60 million units. Compared to PCs, smartphones have the advantage of being early adopters in the application of AI algorithms. The most basic requirement for an AI smartphone is that the SoC includes dedicated units to accelerate AI tasks. Unlike other products, the large number of smartphone users is beneficial for the promotion of AI applications. The strong portability and diverse applications of smartphones are conducive to innovative applications of edge AI.

Qunzhi Consulting predicts that global AI PC shipments will reach 13 million units in 2024. As AI technology develops, the demand for human-computer interaction increases, requiring display panels to provide more added-value features. Key component suppliers are increasing investments in AI PCs, and new product lines for commercial use will emerge. The release of AI CPUs and Windows 12 in 2024 will mark the beginning of large-scale AI PC shipments. From 2025 to 2027, AI PCs are expected to maintain double-digit annual growth rates, becoming mainstream PC products.

Global server shipment volumes and ODM production plans have been downgraded for 2023. Demand in the AI sector has compressed the volume scale of new server platform releases. The adoption rate of DDR5 is expected to be delayed until the end of the third quarter of 2024.