Source URL: https://www.theregister.com/2024/09/25/analysts_ai_pcs_shipments_gartner/
Source: The Register
Title: AI PCs will dominate shipments by 2026, but not because of demand
Feedly Summary: Buying computers without the tech to get harder as chipmakers compete for cash, say analysts
AI PCs are forecast to account for 43 percent of PCs by 2025, says tech market sales number cruncher and consultancy Gartner, and by 2026, an AI device may be the virtually the only laptop a big business can choose.…
AI Summary and Description: Yes
Summary: The text discusses the growing prominence of AI PCs, which are projected to comprise 43% of PC shipments by 2025. The increase in shipments suggests a shift in market demand toward hardware that incorporates artificial intelligence, specifically devices with embedded neural processing units (NPUs). This trend reflects a future-proofing strategy by businesses, despite the current lack of killer applications for AI devices.
Detailed Description:
– The forecast from Gartner indicates that by 2025, AI PCs will account for a significant share of the market, thereby transforming consumer choices in PC selection.
– Key Statistics:
– AI PC shipments are expected to reach 43 million units in 2024, nearly doubling from 2023 levels.
– By 2025, shipments are projected to increase to 114 million units, marking a growth of over 165% year-over-year.
– Definition of AI PCs:
– According to Gartner, AI PCs are categorized by their inclusion of an embedded neural processing unit (NPU).
– The widespread adoption of AI PCs reflects a trend where non-AI devices may become obsolete in large business environments.
– Market Implications:
– The shift to AI PCs is likened to past transitions, such as the move to Wi-Fi, indicating a fundamental change in how hardware is designed and chosen.
– Analysts pose the question of how vendors will monetize the AI PCs amidst competitive pressures from companies like Microsoft and Qualcomm, making the landscape more challenging for traditional CPU vendors.
– Expert Opinions:
– Insights from analysts like Ranjit Atwal and Jitesh Ubrani emphasize that while businesses are eager to adopt AI technology, they may struggle to identify immediate applications for it.
– The eventual demand for AI PCs may drive prices higher, influencing the economics of the computing market.
The practical implications of this trend for security, privacy, and compliance professionals include the necessity to reassess security protocols for increasingly AI-integrated environments, potential regulatory implications, and the need for governance frameworks to manage the risks associated with deploying advanced hardware in enterprise settings. As AI capabilities continue to expand across devices, the urgency of integrating security measures at the hardware level will become more pronounced.