The latest data from Canalys shows that global AI PC shipments reached 13.3 million units in the third quarter of 2024, accounting for 20% of total PC shipments for the first time, a year-on-year increase of 49%. AI PCs, computers equipped with chips specifically designed to handle artificial intelligence workloads, are rapidly emerging. Windows devices surpassed other systems in AI-enabled PC shipments for the first time, accounting for 53% of the market. The editor of Downcodes will explain this market trend and the challenges and opportunities behind it in detail.
Data released by Canalys shows that in the third quarter of 2024, global AI PC shipments reached 13.3 million units, accounting for 20% of total PC shipments for the first time. The so-called AI PC refers to desktops and laptops equipped with chipsets or modules specifically designed to handle artificial intelligence workloads, such as NPU (Neural Network Processing Unit). As the supply of such devices continues to increase, AI PC shipments increased by 49% year-on-year.
Notably, Windows devices surpassed other systems in AI-enabled PC shipments for the first time, capturing 53% of the market. Although Windows 11 updates and processor upgrade plans provide good opportunities for the promotion of AI PCs, the main challenge facing the industry is how to convince consumers to prepare for the upcoming edge AI applications.
Ishan Dutt, chief analyst at Canalys, said that in the third quarter, the pace of AI PC development remained strong. Co pilot+ PCs equipped with Snapdragon X series chips have ushered in their first full supply season. At the same time, AMD also launched the Ryzen AI300 series, and Intel released the Lunar Lake series. However, the two x86 chipmakers are still waiting for Microsoft to provide support for their Co pilot+ PCs, with updates expected to roll out this month.
According to a Canalys survey, 31% of channel partners do not plan to sell Co pilot+ PCs in 2025, and 34% believe that such devices will not account for more than 10% of their PC sales next year. With the end of Windows 10 services, the next few quarters will be a critical time to promote the upgrade of a large number of old devices to AI PCs.
The AI PC market is growing rapidly but still faces challenges. Windows systems dominate, but manufacturers need to actively guide consumers to accept edge AI applications. In the future, with the end of Windows 10 service and the emergence of more AI applications, the AI PC market will usher in greater development opportunities. The editor of Downcodes will continue to pay attention to the AI PC market dynamics and bring you more exciting reports.