The demand for AI-capable PCs experienced remarkable growth in the third quarter of 2024, with sales reaching 13.3 million units. This figure represents a significant 20% of total PC shipments, according to Canalys. The rapid expansion of this market segment is driven by user interest in features that enable on-device AI functions, as well as advancements in hardware technology.
A key factor contributing to the surge in AI-capable PC sales is the introduction of dedicated AI chipsets in these devices. These chipsets optimize the performance of AI applications, making it easier for consumers and businesses to leverage AI technologies. Windows PCs were at the forefront of this trend, achieving an impressive 53% market share of AI-capable shipments. This marked a pivotal point, as it is the first time that Windows devices have dominated this segment, highlighting Microsoft’s strategic position in the evolving landscape of computer technology.
The enhancement of the Windows 11 operating system has also played a crucial role in this growth. Features designed to support AI capabilities are expected to increase user engagement and ease of access to AI tools. Moreover, advancements in processors from major manufacturers like Qualcomm, AMD, and Intel have laid the groundwork for AI applications to thrive. The recent release of Snapdragon X-series chips, AMD’s Ryzen AI products, and Intel’s Lunar Lake processors aligns perfectly with the growing need for AI functionalities in PCs.
However, the path to sustained growth in AI-capable PC sales is not without its challenges. One hurdle is the need to convince consumers to invest in AI-enabled devices. As the concept of on-device AI applications continues to evolve, users may be hesitant to upgrade their systems without clear value propositions. Canalys highlighted that many channel partners are wary about the uptake of Microsoft’s AI-driven Copilot+, showcasing a lack of enthusiasm to promote these premium models. According to a recent survey, 31% of partners do not plan to offer PC models featuring Copilot+ next year, with another 34% predicting minimal sales of these devices.
The impending end of support for Windows 10 presents both a challenge and an opportunity. With many consumers using outdated systems, now is a crucial time for manufacturers and retailers to encourage upgrades to AI-capable PCs. Promoting the advantages of improved performance, enhanced user experiences, and greater efficiency in everyday tasks can pave the way for modernizing an aging PC base.
Moreover, this transition aligns with the global push towards digital transformation and the integration of AI across various sectors. By adopting AI-capable PCs, users can harness the power of AI for personal and professional endeavors, creating a ripple effect that benefits the economy at large.
The potential for growth in this segment remains high. As consumers become more familiar with AI technologies and their applications, the appetite for devices that can support such functionalities will likely increase. Ensuring that the right educational efforts are in place can help demystify AI technology and provide clarity on its benefits.
To summarize, the market for AI-capable PCs is on the rise, with Windows leading the charge. Investments in advanced chipsets and processor technologies support this growth, although encouraging consumers to make the leap to AI-enabled devices remains a challenge. The coming months will be critical as the industry attempts to leverage these advancements while addressing user concerns to foster a thriving AI-capable PC market.
