AI PC: Spearheading Technological Development in 2020’s
Overview:
Counterpoint has raised its CAGR forecast for AI laptops. The upward revision comes on the back of the rapid growth and development of the entire AI ecosystem over the past five months. PC vendors, chip designers, and software engineers saw strong growth during this period and a variety of laptops equipped with the latest chips and Copilot+ were launched, further solidifying our expectations.
Table of Contents:
- AI advanced laptops to drive the first wave AI PC expansion in 2024-25
- Major PC vendors to develop different strategies on AI PCs
- Windows on Arm to capture one-third of PC market as AI PCs grow
- We will live with AI PCs after 2027 with 79% of laptops set to be generative AI enabled
Number of Pages: 5
Published Date: October 2024
Category
Industry
AI, Consumer Electronics, Semiconductors
Service
Premium
Report Type
Report
Time Period
Yearly
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Author
William Li
William is a Research Analyst in Semiconductor and Components team, based in Taiwan. He has over 8 years of experience in global PC (personal computer) and semiconductor market. Before Counterpoint, he was an equity research analyst at Credit Suisse, focused on both technology and non-technology sectors as well as supporting Taiwan equity market strategy research. Prior, he worked for a Taiwan PE fund as a research analyst covering semiconductor and downstream components sector.