AI is reshaping the PC market!
Recently, Intel released the Intel Core Ultra processor for AIPC in China, setting off a wave of AI in the PC market. At the 2024 International Consumer Electronics Exhibition (hereinafter referred to as "CES2024") held recently, Lenovo Group, HP, Acer and other manufacturers also released a number of new AIPC products.
The agency believes that mainstream brands are betting on AIPC, which will promote the PC market to usher in a new round of growth cycle, and 2024 is expected to become the first year of AIPC scale.
Intel wants to counterattack Nvidia and Qualcomm
At CES2024, many world-renowned manufacturers will bring new AI products to the show. AIPC products have been launched.
In the field of AIPC, manufacturers including Nvidia, Intel, Lenovo, HP, Acer and other manufacturers are stepping up R&D and innovation, hoping to occupy a place in new fields.
Among them, the most eye-catching is the contest between Intel and Nvidia.
At the conference, NVIDIA announced three new consumer-facing graphics cards that will enable gamers, designers, and other PC users to make better use of artificial intelligence (AI) on their personal computers (PCs).
Intel will launch automotive artificial intelligence chips based on AIPC technology, and will compete directly with manufacturers such as NVIDIA and Qualcomm, and the first batch of chips is expected to be launched by the end of 2024.
According to Intel, the company's automotive chip products will use the latest AI PC technology to meet the durability and other performance requirements of vehicles.
It's worth noting that Intel currently supplies chips for infotainment systems in 50 million vehicles, but Intel is far behind Nvidia and Qualcomm in the market for chips needed for autonomous driving technology, upgradable vehicle system software, and complex dashboard displays.
Intel says it will change the situation in the future.
The market penetration rate may exceed 50%.
AIPC is the deep integration of AI technology and PC, and 2024 will be the first year of AIPC development. At present, a number of manufacturers have launched PC devices with AI engines to ensure the realization of multi-scenario AI functions in the later stage.
It can be said that chip manufacturers and PC brands are very optimistic about the future development of AIPC.
According to IDC**, China's AIPC shipments are expected to reach 85% of the overall PC by 2027.
Industry insiders generally believe that 2024 is defined as the first year of end-side AI, which is the second stage of AI development.
Qunzhi Consulting**, AIPC shipments will reach 13 million units in 2024, and the penetration rate of the PC market will reach 7%, the penetration rate may reach 30% in 2025, and the penetration rate will exceed 50% in 2026.
In the future, it may reshape the industrial chain pattern
AI will drive the PC market into a new round of growth cycle.
IDC analysts believe that in the personal consumer market, AIPC will accelerate the arrival of the replacement wave, and the proportion of users who replace PCs will increase to 20% within two years.
In the future, China's PC industry chain will also usher in new development opportunities, chips, components and other hardware-related industrial chains are expected to take the lead in benefiting, and AI software in office, learning, entertainment and other fields will also accelerate the penetration.
Based on the good development prospects, domestic institutions are also fully optimistic that domestic PC manufacturers will seize this round of opportunities.
Minsheng ** consumer electronics industry analysts said that Lenovo Group and Huawei and other domestic PC manufacturers have accelerated their evolution to AI, the industrial chain has ushered in layout opportunities, and the progress of cooperation between parts and components manufacturers and software companies is worth looking forward to.
China Securities Construction Investment believes that AIPC is expected to promote the improvement of the enterprise value of core components. Under the general trend of diversified development, Chinese PC manufacturers are expected to break the dominant position of overseas PC manufacturers and lead the growth and innovation of the local PC industry chain.