Shulou(Shulou.com)11/24 Report--

CTOnews.com, November 8, according to the latest estimate of TrendForce Jibang Consulting, global notebook shipments will reach 167 million units in 2023, down 10.2% from the same period last year. As inventory pressures ease, the global market is expected to return to a healthy cycle of supply and demand in 2024.

▲ Picture Source Lenovo official website according to the agency's forecast, the overall notebook market will ship 172 million units in 2024, an annual increase of 3.2%. They believe that the main growth momentum will come from the slow release of replacement demand in the terminal commerce market, as well as the continued expansion of some market segments such as Chromebook and e-sports.

CTOnews.com noted that TrendForce also mentioned the development of AI PC in the report. The agency believes that due to the high cost of upgrading AI PC-related software and hardware, the initial stage of development will focus on high-level business users and content creators. The emergence of AI PC does not necessarily stimulate additional PC procurement demand, most of which will naturally be transferred to AI PC devices along with the business replacement process in 2024.

TrendForce believes that for consumers, most of the cloud AI applications that can be provided by PC devices can meet the needs of daily life and entertainment. If there are no AI killer applications in the short term, it will be difficult to quickly increase the popularity of consumer AI PC by upgrading the AI experience. But in the long run, after the application possibility of developing more meta-AI tools in the future, and the price threshold is reduced, the popularization rate of consumer AI PC can still be expected.

Referenc

Research report: 2024 is the key development period of AI PC; the global notebook market will resume a healthy cycle of supply and demand, with an estimated annual growth rate of 3.2%

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