Research institute TrendForce statistics, 2023 by the impact of high inflation, the global laptop market demand is weak, the annual shipments of only 166 million units, down 10.8%, but the recession convergence than 2022.
Looking ahead to 2024, the global notebook market is expected to grow 3.6% to 172 million units as manufacturers gradually destock, inflation moderates and the Win11 operating system changes.
Now AI PC has become a hot spot in the recent CES 2024 Consumer electronics Show, chip manufacturers such as Intel and AMD are the first to cooperate with notebook brands to launch a series of new products equipped with built-in AI acceleration engines, and the recently launched processors in addition to integrated CPU and GPU, also introduce neural processing unit NPU, more emphasis on AI computing performance. In addition, Microsoft's Windows 11 system integrates Copilot artificial intelligence tools and hardware, which can bring consumers an efficient and energy-saving experience.
Research institutions believe that the audience of the first generation of AI PC is the core of high-end business needs and content creators, mainly because of the high price. In reality, in the absence of AI killer applications, the growth space of AI PC penetration in 2024 will still be relatively limited, and the relevant software innovation applications are the key to whether AI PC can drive the growth of global laptop shipments in the next two or three years.
