8.8 million AI-capable PCs were shipped in Q2 2024, representing 14% of all PCs shipped in the quarter, according to analyst house Canalys.
“With all major processor vendors’ AI-capable PC roadmaps now well underway, the stage is set for a significant ramp-up in device availability and end-user adoption in the second half of 2024 and beyond,” said the analyst.
Ishan Dutt, principal analyst at Canalys, said: “June saw the launch of Copilot+ PCs incorporating Qualcomm’s Snapdragon X series of chips, based on Arm architecture. While shipment volumes in the quarter were relatively small due to the limited weeks and geographical coverage of availability, the broad commitment of Windows OEMs to adopt these products into their portfolios bodes well for the category’s outlook.”
Intel also ramped up its delivery of Core Ultra chipsets, reporting “strong” sequential performance for its AI PC products, while AMD announced its Ryzen AI 300 series of notebook processors in June, with product releases starting in mid-July.
“Channel partners are signalling a preference for AI-related features in PCs, with close to 60% of respondents in a May poll indicating they expect customers to favour devices with a Copilot key,” said Dutt. “The market performance of AI-capable PCs has largely aligned with expectations, and the industry remains on track to ship around 44m units in 2024, and 103m units in 2025.”
Canalys AI-capable PC definition:
At a minimum, an AI-capable PC must be a desktop or notebook possessing a dedicated chipset or block to run on-device AI workloads. Examples of these dedicated chipsets include AMD’s XDNA, Apple’s Neural Engine, Intel’s AI Boost and Qualcomm’s Hexagon.
