Impact of AI-Capable PCs on the Market

This technical report by Canalys outlines the implications of AI-capable PCs on the market for 2024 and beyond. It defines an AI-capable PC as a desktop or notebook equipped with a dedicated chipset to handle on-device AI workloads. The report forecasts that 19% of PCs shipped in 2024 will be AI-capable, with this percentage expected to rise to 60% by 2027, particularly in the commercial sector. The report discusses the commitment of major PC OEMs, including Microsoft and Apple, to the development of AI-capable devices. It highlights opportunities for innovation and differentiation in the market, as well as challenges such as user resistance and the need for channel partner buy-in. The report emphasizes the importance of addressing privacy and security concerns as businesses and consumers increasingly adopt AI technologies. It also notes the potential for a new universal interface for interacting with AI models across devices, marking a significant shift in the PC industry landscape.