Projected 25% of Laptops to Incorporate Generative AI in 2024
Counterpoint Research has released its latest market analysis, indicating a significant shift in the global PC market for 2024. The report anticipates that global PC shipments will reach 253 million units, reflecting a 2.6% increase compared to 2023. This growth is largely attributed to the impending end of support for Windows 10 and the introduction of a new generation of laptops equipped with AI capabilities.
According to the report, the fourth quarter of 2024 will see a 3.7% year-on-year increase in global PC shipments. This surge is expected due to heightened consumer spending during the year-end holiday season and favorable subsidy policies in the Chinese market. Additionally, many organizations are upgrading their IT systems in anticipation of the October 2025 deadline for Windows 10 support, resulting in increased orders from the enterprise sector.
In 2024, multiple brands are set to launch laptops featuring generative AI capabilities. Notable models will include devices powered by the Qualcomm Snapdragon X Elite series, AMD's Strix Point, and Intel's Lunar Lake series. The report estimates that over 25% of laptops shipped in 2024 will be equipped with generative AI technology.
Brand Performance
From a competitive perspective, Lenovo, ASUS, and Acer are outperforming the market average with significant sales growth. Conversely, HP has maintained relatively steady growth. After a sluggish start to the year, Apple has seen moderate growth following the launch of the new MacBook Pro at the year’s end. However, Dell is facing challenges in 2024, experiencing reduced activity within the enterprise sector.
Future Outlook
Looking ahead, the report predicts a favorable landscape for PC brands in 2025, driven by the end of Windows 10 support and an increase in AI laptop orders. The upcoming generation of AI laptops, featuring advanced Neural Processing Units (NPU), is expected to efficiently run various generative AI applications and potentially capture nearly 60% of the market share.
The AI laptops anticipated for 2024 promise to enhance user experiences while fueling overall market expansion. These devices will typically be priced above $1,000, boasting improved hardware performance and AI integration. Additionally, mid-range PCs are expected to gradually adopt this technology by 2025.
Key Points:
- Global PC shipments are expected to reach 253 million units in 2024, a year-on-year increase of 2.6%.
- Over 25% of new laptops will feature generative AI capabilities, driving market upgrades.
- AI laptops are projected to capture nearly 60% of the market share by 2025, with business orders expected to grow.