The editor of Downcodes brings the latest analysis report on the global PC market in the second quarter of 2024! Counterpoint data shows that the global PC market is recovering, with shipments increasing 3.1% year-on-year to 62.5 million units. AI PC has become a hot spot in the industry and is expected to usher in a boom in the second half of the year. This article will delve into the driving forces behind market growth, as well as the performance and future trends of major manufacturers, giving you a comprehensive understanding of the latest developments in the PC market.
According to preliminary data from Counterpoint, in the second quarter of 2024, the global PC market showed a recovery trend, with shipments increasing by 3.1% year-on-year to 62.5 million units. This growth was mainly driven by the replacement cycle and a lower base period, showing the momentum of the market's continued recovery. AI PC has become the hottest topic in the PC industry, and it is expected to usher in an AI PC boom in the second half of 2024.
Apple is looking forward to the release of new MacBook models equipped with M4 chips to promote its shipment growth. At the same time, AI laptops based on ARM architecture are expected to become an important driving force in the ARM PC market and occupy more than 25% of the market share in 2027.
Lenovo continues to lead the global PC market with a 23.6% market share and a year-on-year shipment growth of about 4%, while HP and Dell performed steadily after North American order volumes returned to their original levels. HP's market share is 21%, Dell's is 16%, and Apple's market share remains stable at 8.5%.
With the surge of Windows on Arm-based AI devices by the end of the second quarter of 2024, AI laptops are expected to drive the expansion of the AI PC market in the second half of the year. Devices based on Qualcomm Snapdragon solutions have better power consumption performance than x86 architecture, and the cooperation between MediaTek and Nvidia on the next generation of AI laptops based on ARM architecture will further promote market growth.
Analysts predict that although the price of AI PCs is higher and enterprise (commercial) demand will be ahead of the mainstream consumer market, as more artificial intelligence cases and solutions are developed and adopted on the PC side, the popularity of AI PCs will slow down accelerate. Overall, PC shipments are expected to grow approximately 3% year-over-year in 2024.
All in all, the PC market is recovering, and the rise of AI PC will become an important driving force for future development. The strategies and technological innovations of each manufacturer will determine their position in future competition. The editor of Downcodes will continue to pay attention to the PC market trends and bring you more exciting reports!