Surge in AI-capable PC sales drives market growth
Windows devices led AI-capable PC shipments, achieving a 53 per cent share.
Sales of AI-capable PCs surged to 13.3 million units in Q3 2024, making up 20 per cent of total PC shipments, according to Canalys. Defined by features like dedicated AI chipsets, these devices gained traction as more users explore on-device AI functions. Windows PCs led this segment, with a 53 per cent market share, marking the first time Windows devices dominated AI-capable PC shipments.
The expansion of Windows 11 and processor advancements are expected to fuel further adoption, although challenges remain. Convincing consumers to invest in AI-enabled PCs is essential as applications for on-device AI evolve. Canalys noted the introduction of Snapdragon X-series chips, AMD’s Ryzen AI products, and Intel’s Lunar Lake processors, all aligning with this trend.
However, support for Microsoft’s AI-driven Copilot+ on x86 chipsets is awaited. Although new devices show promise, many channel partners remain cautious. A recent survey indicated 31 per cent of partners are not planning to offer Copilot+ PCs in 2025, with another 34 per cent forecasting minimal sales of these premium models.
With Windows 10 nearing end-of-support, upcoming quarters present a pivotal moment to encourage upgrades. Moving users to AI-enabled PCs could modernise an ageing PC base, opening new pathways for AI use on personal devices.