PC sales will have a resurgence thanks to AI

These components do not replace CPUs (Central Processing Units) or GPUs (Graphic Processing Units), but rather complement them within a processor and are specially designed to process machine learning algorithms.

According to data from Counterpoint Research, the global PC market had a decrease of 14% throughout 2023, due to a slowdown in the commercial and consumer sectors. In 2021, for example, global PC shipments increased 3.1% compared to the previous year, demonstrating the impact of the pandemic on equipment renewal.

However, starting in 2024, a market recovery has begun to be seen, thanks to the rise of computers with the ability to process AI natively. According to the figures, global shipments grew by 3.1% year-on-year in the second quarter of 2024 to reach 62.5 million units.

Counterpoint affirms that this is a moderate growth, because it was a moderate replacement cycle, however, it highlights that it is a continuous impulse that will have an impact in the coming years.

Monroy adds that at the enterprise level there are still challenges for the adoption of AI, such as the fact that 67% of companies are concerned about data security and governance risks; 52% consider that their organizations do not have the necessary infrastructure; In addition, new personnel training is required to make it work.

However, the AI ​​PC market will benefit in the future. According to the consulting firm’s forecasts, three out of every four laptop computers sold in 2027 will be devices with Artificial Intelligence and advanced generative AI capabilities.

“Computers with advanced AI will increase over the next two years as chip vendors scale GenAI capability to mainstream levels,” details Counterpoint senior analyst William Li. “GenAI will become a de facto and essential capability in the PC segment.”

AMD presents new processors for AI

AMD presented in Mexico its new line of Ryzen AI 300 processors, which are focused on executing workloads for Artificial Intelligence both at the user and business level.

The series consists of Ryzen AI Series 300 and Ryzen AI PRO Series 300, which is the third generation of processors where NPUs are used to support the large workloads involved in generative AI tasks. According to the company, these components enable processing power of up to 50 trillion operations per second (TOPS).