The footsteps of AI PC are getting closer and closer

As we all know, the PC industry has been sluggish for a long time. Since the end of the remote work phase of the epidemic, the PC industry has entered a low point due to the early digestion of demand and lack of innovation.

However, with the rise of the AI wave, the footsteps of AI PCs are getting closer and closer. Innovation is the first driving force of consumer electronics, and the application of AI has the potential to revive the PC industry.

Firstly, let's look at the feasibility of monetization implementation for AI PCs.

Compared with mobile phones, PC products are the most important production and entertainment tools, and they can also carry stronger computing power. Whether in positioning or configuration, they are extremely in line with the current direction of AI development. Imagine being able to use language models such as ChatGPT and Tongyi Qianwen offline on your personal computer, freely use Copilot, and improve the output efficiency of work files. AI PC products are simply beneficial to humanity. Therefore, AI PC products have the feasibility of monetization landing.

According to Morgan Stanley's initial AI PC forecast, this new type of computer is expected to account for 2% of the total personal computer market by 2024. It will continue to rise in the following years. It is expected to reach 16% in 2025, 28% in 2026, 48% in 2027, and 64% in 2028.

Next, let's see if the software and hardware configurations are complete.

Regarding hardware, chip companies such as NVIDIA and Qualcomm have long been poised for development.

In terms of software, Microsoft has fully integrated Copilot into the Windows system. Starting from June 18th, Windows 11 AI PC will be gradually launched in partner devices such as Microsoft, Dell, and Lenovo, which is 58% faster than the MacBook Air equipped with M3.

Finally, we can see that the rhythm of PC manufacturers launching new AI PC products is very clear, and most of them will release new products in June to meet the market test.

Therefore, AI PC is not a vague concept, but a solid technological revolution in the PC industry. It has the potential to bring a new wave of upgrading demand and drive up the unit price of PC products. The PC industry will recover faster than we imagine, and the entire PC industry chain is full of investment opportunities.