AI PCs Account for 14% of Computer Shipments

AI-enabled PCs are gradually making their mark in the market. According to recent Canalys data, 8.8 million AI-capable PCs were shipped globally in Q2 2024. This accounts for 14% of all laptops and desktops shipped during this period, ending June 30.

Canalys reports that 60% of these AI PCs were Macs equipped with Apple's M-series chips and Neural Engine. The remaining 39% were Windows PCs, which saw a 127% increase in shipments from the previous quarter.

Lenovo emerged as the top vendor, with models like the Yoga Slim 7x and ThinkPad T14s. HP also made a significant impact with its Omnibook X 14 and EliteBook Ultra G1. Dell joined the trend by introducing Copilot+ PCs across its Latitude, Inspiron, and XPS lines.

Despite the influx of new Windows-based AI PCs, shipment volumes were relatively modest as most of these machines were released late in the quarter.

Canalys defines an AI PC as a laptop or desktop with a dedicated chipset designed to handle AI tasks locally rather than relying on cloud computing.

Principal Analyst Ishan Dutt highlighted that with the release of Copilot+ PCs using Qualcomm Snapdragon X chips, Intel boosting Core Ultra chipsets, and AMD introducing its Ryzen AI 300 series laptop CPUs, the foundation for substantial growth in AI-capable PC shipments is well-established.

Canalys forecasts the industry will ship about 44 million AI PCs this year and could reach up to 103 million units next year.

What are your thoughts on AI PCs? Are you considering opting for a machine with local AI processing, or would it be an added benefit to other key features?