AI PCs open up a new era! What are the most promising related stocks?
$Apple(AAPL.US$M4 chip, $Qualcomm(QCOM.US$From the release of “Snapdragon X” $Microsoft(MSFT.US$Until the announcement of “Copilot+ PC,” AI PCs have gradually attracted market attention. According to an investigation report published by Morgan Stanley on 5/21,AI PCs are the next key to drive PC market growthAnd what is the market penetration rate of AI PCsRapid growth from 2% this year to 65% in 2028I expect that. And Microsoft's “Copilot+ PC” is an AI PCThe first “detonator”It is expected that it will be.
AI PC (AI PC)indicates a personal computer equipped with a neural processing unit (NPU) and having an arithmetic capacity of 40 trillion times per second (TOPS) or more. Compared to conventional cloud computing, AI PCs are used in edge computing,Low operating costs、Low latency、privacy and security、High availability (no internet connection required)It is said that it has an advantage in that respect. $Dell Technologies(DELL.US$Michael Dell, Chief Executive Officer (CEO), compared to cloud computingEdge AI inference cost efficiency improved by 75%I said so. Based on a number of advantages,AI operations will increasingly shift from the cloud to the edge in the futureThey say that's probably it.
According to Morgan Stanley, as AI PC market awareness increases, PC market shipments are expected to reach 262 million units in 2024 and 276 million units in 2025.The market penetration rate of AI PCs will rapidly grow from 2% this year to 65% in 2028Also, it has been revised upward from predictions up until now. When the penetration rate reaches 20% in 2025, PC shipments will grow at an accelerated rate. Specifically, the first WoA AI PC appeared in the 2nd quarter of this year, and the spread of Microsoft's “Copilot+ PC” is gradually progressing. Is Morgan StanleyThe era of the PC revolution has arrivedThen,The commercial PC market will spearhead the AI PC marketI'm predicting that.
Morgan Stanley is due to the shipment of AI PCs、Component suppliers, computer manufacturers, supply chain participantsIt was pointed out that it would benefit.
• Parts suppliers: It is a major supplier of NPUs and CPUs for AIPC $NVIDIA(NVDA.US$、 $Qualcomm(QCOM.US$、 $Advanced Micro Devices(AMD.US$、 $Intel(INTC.US$Companies such asGet big profitsThat is expected.
• PC manufacturers:lenovo, $Dell Technologies(DELL.US$, ASUS, $HP Inc(HPQ.US$has an advantageous position in the market,Become the main beneficiaryI pointed it out.
• Supply chain participants: Companies such as SK Hynix (memory), MediaTek (chipset), Delta Electronics, and Advantech are expected to benefit from increased demand for AI PC components. Major chip foundry's $Taiwan Semiconductor(TSM.US$tooBenefit from increased CPU ordersIt is expected.
In the field of PC applications, productivity tools became the first use of AI PCs, and Microsoft's “Copilot+PC”The first “detonator”It's going to be. In the IT hardware field, Morgan Stanley $Dell Technologies(DELL.US$ButThe most promising choice for the US hardware marketI'm watching it. Over the past 12 months,Dell's market capitalization has more than doubledI'm doing it,One of the biggest beneficiaries of the AI boomIt has become.
ー MooMoo News Sherry
This article uses automatic translation for some of its parts
This article uses automatic translation for some of its parts
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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浜っコ : Copilot+ PCs are popular, but there are still many applications that do not work with Snapdragon X PCs. Considering corporate use, if even one application used by the company is not compatible, I'm hesitant to migrate to the Arm version of Windows.