According to the latest report released by market research firm Canalys, the global AI PC market experienced significant growth in the fourth quarter of 2024, with shipments reaching 15.4 million units, accounting for 23% of the total global PC shipments. This data shows that AI PC is becoming an important part of the PC market and is gradually changing consumer usage habits.
In this wave of growth, Apple has successfully occupied a leading position in the AI PC market with its strong brand influence and technological innovation capabilities, with a market share of up to 54%. Apple's Mac product line, especially the old models after the price reduction, has attracted a large number of consumers with its high performance and optimized AI capabilities, especially in emerging markets. Apple's market strategy not only consolidates its position in the high-end market, but also further expands its user base.
Following Apple, Lenovo and HP each accounted for 12% of the market share. The performance of these two companies in the AI PC field is also remarkable. Lenovo has continuously optimized its product line and launched a number of laptops equipped with AI technology to meet the needs of different user groups. HP has further enhanced the competitiveness of its products through technological innovation and in-depth cooperation with software manufacturers. It is worth noting that with the discontinuation of support for Windows 10, many users are actively upgrading, which has created a good market environment for the popularization of AI PCs.
However, the development of the AI PC market also faces some challenges. First, the US policy of imposing tariffs on imported products may lead to higher PC prices, which may have an adverse impact on the US market, the world's largest PC market. Secondly, chip manufacturers such as Intel, AMD and Qualcomm are actively deploying the AI PC market and launching products at different prices to meet diversified market demand. Competition among these manufacturers will further promote the advancement of AI PC technology, but may also intensify the market's price war.
Overall, the rapid growth of the AI PC market reflects consumers' demand for intelligent and efficient computing devices. With the continuous advancement of technology and the further maturity of the market, AI PC is expected to become the mainstream product in the PC market in the next few years. Major manufacturers need to continue to increase R&D investment and optimize product performance to cope with increasingly fierce market competition.