Recently, PC OEMs Quanta, Compal, and Inventec have adjusted their market expectations after the launch of new AI PC products. Initially, they expected a strong replacement wave after the launch in the third quarter, but due to a conservative attitude towards the progress of improving the supply chain's material shortage, they postponed the expected growth period to next year or the year after. Despite this, supply chain players are still optimistic about the recovery in demand in the PC market, predicting that PC shipments will stop falling and rebound, with a year-on-year growth of 3.6%. The market is full of expectations and caution about the future development of AI PC.
According to reports, PC foundries Quanta, Compal, and Inventec originally predicted that after their new AI PC products are launched in the third quarter, the entire notebook computer supply market will usher in a strong wave of replacements. However, major manufacturers have revised down their originally optimistic attitude to a conservative view on the recent progress in improving upstream and downstream material shortages, and predict that the largest growth period will fall from next year to the year after next. Sources in the supply chain industry revealed that the market demand for notebook computers has gradually emerged and has risen to 3.6% year-on-year growth. They are optimistic that PC shipments will stop falling and rebound.The development prospects of the AI PC market are still worth looking forward to. Although it faces supply chain challenges in the short term, in the long run, the recovery of market demand and the continued advancement of technology will push the PC industry into a new growth cycle. The optimistic expectations of industry insiders have also injected confidence into the development of this market.