AI PCs To Account for Nearly 60% of All PC Shipments by 2027, IDC Says
IDC, in a press release: A new forecast from IDC shows shipments of artificial intelligence (AI) PCs -- personal computers with specific system-on-a-chip (SoC) capabilities designed to run generative AI tasks locally -- growing from nearly 50 million units in 2024 to more than 167 million in 2027. By the end of the forecast, IDC expects AI PCs will represent nearly 60% of all PC shipments worldwide.[...] Until recently, running an AI task locally on a PC was done on the central processing unit (CPU), the graphics processing unit (GPU), or a combination of the two. However, this can have a negative impact on the PC's performance and battery life because these chips are not optimized to run AI efficiently. PC silicon vendors have now introduced AI-specific silicon to their SoCs called neural processing units (NPUs) that run these tasks more efficiently. To date, IDC has identified three types of NPU-enabled AI PCs:1. Hardware-enabled AI PCs include an NPU that offers less than 40 tera operations per second (TOPS) performance and typically enables specific AI features within apps to run locally. Qualcomm, Apple, AMD, and Intel are all shipping chips in this category today. 2. Next-generation AI PCs include an NPU with 40 to 60 TOPS performance and an AI-first operating system (OS) that enables persistent and pervasive AI capabilities in the OS and apps. Qualcomm, AMD, and Intel have all announced future chips for this category, with delivery expected to begin in 2024. Microsoft is expected to roll out major updates (and updated system specifications) to Windows 11 to take advantage of these high-TOPS NPUs. 3. Advanced AI PCs are PCs that offer more than 60 TOPS of NPU performance. While no silicon vendors have announced such products, IDC expects them to appear in the coming years. This IDC forecast does not include advanced AI PCs, but they will be incorporated into future updates. Michael Dell, commenting on X: This is correct and might be underestimating it. AI PCs are coming fast and Dell is ready.
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