AI laptops may lead to a new wave of replacements, starting as early as 2024

[Gearbest News]AI craze is sweeping the world, and AI laptops (laptops) are also beginning to lock in AI business opportunities. On June 25, Gearbest learned that Acer and HP are taking the lead in building AI laptops, driving a new wave of laptop replacements through new AI chips, software applications, and new usage scenarios and experiences.

The industry expects that the market influence brought by AI laptops will begin to ferment as soon as 2024. Acer has joined hands with CPU manufacturers to introduce generative AI or other AI applications into terminal devices. It is planned that related AI notebook application cases will appear one after another in 2024 and 2025, boosting the penetration rate of AI-related notebook products.

Applying AI to laptops may reverse their declining shipments. According to TechInsights data, global notebook computer shipments in the first quarter of 2023 were 43.2 million units, a decrease of 30% and the lowest shipment volume since the beginning of 2020. Lenovo and HP were the two vendors with the highest shipments in the quarter, but neither was immune to double-digit declines; Lenovo and HP fell by 34% and 26% respectively; MacBook shipments fell by about 44%. TechInsights said despite incentives to buy laptops, consumer demand has yet to recover and inventory levels remained high in the first quarter, hampering new shipments

In addition, the rapid development of AI technology has also promoted the vertical integration and upgrading of the PC industry. The widespread demand for AI applications requires more powerful processors, larger amounts of memory, and faster storage devices. In order to meet the huge computing power gap caused by AI, PC manufacturers continue to increase investment in research and development and launch processors and graphics processing units specifically optimized for AI applications. Changes in demand have brought a new market to PC manufacturers, and at the same time allowed PC manufacturers to find new exit points outside the already saturated e-sports market.

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