The AI PC Industry White Paper, released by IDC China, forecasts a significant shift in the Chinese PC market towards AI PCs – computers enhanced with artificial intelligence capabilities. AI PCs are expected to dominate the market, with their assembly ratio reaching 81% by 2027. This trend is set to begin in 2024, with over half of new PCs in China, the largest PC market globally, being AI PCs.

AI PC

The Rise of AI PCs

Lenovo, a leader in the global PC market, introduced the concept of AI PCs and also announced the Lenovo Xiaoxin Pro AI Ultrabook 2024 recently. They plan to launch these PCs in September 2024. AI PCs are designed to understand users better, creating personalized knowledge databases and facilitating natural AI interactions. Other major manufacturers like HP and Acer are also gearing up to release AI PC solutions between 2024 and 2025.

Intel, a leading chip manufacturer, has announced the first AI PC acceleration program, aiming to integrate AI performance into over 100 million PC devices by 2025. Additionally, Intel, Lenovo Group, and iQiyi have agreed to collaborate in the AI PC sector.

AI PCs are characterized by their ability to run AI applications, such as ChatGPT and Stable Diffusion, locally. This offers a more personalized user experience while ensuring data privacy. The definition of AI PCs includes two stages: AI Ready, for PCs equipped with AI chips and capabilities, and AI On, indicating fully operational AI models in PCs. Currently, most AI PCs are in the AI Ready stage. These new PCs are expected to revitalize the personal computer industry, with IDC predicting that AI will be a standard feature in PCs by 2024.

This development is significant for the Chinese market, given Lenovo’s dominant position in PC sales in the country. The shift towards AI PCs is also reshaping the competitive landscape among tech giants like AMD, Intel, HP, Microsoft, NVIDIA, and Qualcomm, who have all announced AI PC and chipset plans.

RELATED:

(Via)