Global personal computer (PC) shipments grew 3.1% year-over-year (YoY) in the second quarter of 2024, as artificial intelligence (AI) PCs remain the most popular topic in the PC industry, according to Counterpoint Research.
The research group says Apple is waiting for the M4 MacBook launch to regain shipment momentum. AI laptops such as the M4 MacBook will expand the AI PC market in H2 2024, according to Counterpoint Senior Analyst William Li.
“The second half of 2024 will be the battlefield for AI PCs. Vendors are paving the way for the proliferation of AI PCs and the rise of a brand-new technology generation,” he adds. “However, due to the higher selling price of AI PCs, we believe enterprise (commercial) demand will run ahead of the mainstream consumer sector, although we may not see the most rapid adoption path in the first year of AI PCs. As more AI use cases and solutions are developed and applied to PCs, we will see the deployment accelerate in the future. Benefitting from AI PC demand and the replacement cycle after COVID-19, we reiterate our view of ~3% PC shipment growth in 2024.”
