By 2025, AI PCs are Expected to Account for 40% of Global PC Shipments
The latest forecast data from Canalys shows that the global shipment of AI PCs will reach 48 million units in 2024, accounting for 18% of the total personal computer (PC) shipments. However, this is just the beginning of the market transformation. It is expected that by 2025, the shipment of AI PCs will exceed 100 million units, accounting for 40% of the total PC shipments. By 2028, the shipment of AI PCs will reach 205 million units, with a compound annual growth rate (CAGR) of an astonishing 44% from 2024 to 2028.
These PCs integrate dedicated accelerators for AI, such as Neural Processing Units (NPUs), unleashing new capabilities in productivity, personalization, and energy efficiency. This will revolutionize the entire PC market and bring significant value gains for manufacturers and their partners.
Canalys Chief Analyst Ishan Dutt stated, "The widespread application of AI acceleration chips in personal computing will have profound implications. By the end of 2025, the shipment of AI PCs will exceed 150 million units. AI PCs will usher in a new, improved user experience, enhance productivity, and, while offering high energy efficiency and robust security, massively personalize devices and reduce the costs associated with running AI workloads. This emerging PC segment offers new opportunities for software developers and hardware suppliers, and presents compelling use cases for consumers, businesses, and educational scenarios."
Canalys Analyst Kieren Jessop commented, "The rapid adoption of AI PCs will moderately increase the TAM value of the PC market. This new category's enhanced features will create momentum for premiumization, especially in the commercial sector. In the short term, Canalys expects AI PCs to command a premium of 10%-15% compared to their non-NPU integrated counterparts. With the surge in adoption rates, by the end of 2025, more than half of the PCs priced at $800 and above will be AI PCs, and by 2028, this ratio will increase to over 80%. Therefore, the shipment of PCs in this price range will grow to over half of the market within just four years. This will help drive the overall value of PC shipments from $225 billion in 2024 to over $270 billion in 2028."
The latest forecast from Canalys highlights the widespread and profound impact that AI PCs will have on the entire industry over the next five years and beyond. As AI PCs become mainstream, manufacturers capable of offering innovative, differentiated AI acceleration experiences will have a significant advantage.