AI PC: Spearheading Technological Development in 2020’s

Oct 9, 2024

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.

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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.