Apple, Intel, And AMD Lead Charge In AI-Capable PC Market Surge: Report
Apple, Intel, And AMD Lead Charge In AI-Capable PC Market Surge: Report
The AI-capable PC market is gaining significant momentum, with leading companies like Apple Inc (NASDAQ:AAPL), Intel Corp (NASDAQ:INTC), Advanced Micro Devices, Inc (NASDAQ:AMD), and Qualcomm Inc (NASDAQ:QCOM) leading this technological shift.
AI能力PC市场正在迅速发展，领先的公司如苹果公司（NASDAQ:AAPL），英特尔公司（NASDAQ:INTC），美国超微公司（NASDAQ:AMD）和高通公司（NASDAQ:QCOM）领导着这种技术转变。
According to Canalys data, 8.8 million AI-capable PCs were shipped in the second quarter of 2024, representing 14% of all PCs shipped during the quarter.
根据Canalys的数据，2024年第二季度有880万台AI能力PC出货，占该季度出货的14%。
Apple continues to dominate the AI-capable PC market with its entire Mac lineup, which features M-series chips with the Neural Engine. The company recently unveiled Apple Intelligence, a new AI feature.
苹果继续主导AI能力PC市场，其整个Mac系列都采用带有神经引擎的m系列芯片。该公司最近推出了名为Apple Intelligence的新AI功能。
On the Windows side, OEMs like Lenovo, HP Inc (NYSE:HPQ), and Dell Technologies Inc (NYSE:DELL) are significantly expanding their AI-capable PC portfolios.
在Windows方面，联想，惠普公司（NYSE:HPQ）和戴尔科技公司（NYSE:DELL）等OEM厂商正在大幅扩展其AI能力PC产品线。
Lenovo introduced its first Snapdragon X-powered PCs, driving a 228% sequential increase in AI-capable PC shipments. HP launched new AI-focused models, boosting its AI-capable PC share within Windows shipments by around 8%. Dell followed suit with AI-powered devices capturing nearly 7% of its Windows shipments.
联想推出了首款采用骁龙X芯片的PC，并推动了AI能力PC出货量的228%的季度环比增长。惠普推出了新的AI专注型型号，将其在Windows出货中的AI能力PC份额提高了约8%。戴尔紧随其后，采用AI技术的设备占其Windows出货量的近7%。
Intel and AMD are also making significant strides in the AI-capable PC market.
英特尔和美国超微公司在AI能力PC市场也取得了重大进展。
Intel has committed to shipping chips for over 100 million AI PCs by 2025, including over 40 million in 2024.
英特尔已承诺在2025年之前为超过1亿台AI PC（包括在2024年超过4000万台）提供芯片。
JPMorgan analyst Harlan Sur expects AMD to grow data center GPU revenue by over $5 billion in fiscal 2024 as it continues to win market share from Intel in server and PC CPUs.
摩根大通分析师Harlan Sur预计，美国超微公司将在2024财年将数据中心GPU收入增加超过50亿美元，因其在服务器和PC CPU中继续赢得市场份额。
JPMorgan analyst Samik Chatterjee expects Qualcomm's PC-related revenue to climb from $300 million in 2024 to $3.7 billion in 2027.
摩根大通分析师Samik Chatterjee预计，高通的PC相关营业收入将从2024年的3亿美元增长到2027年的37亿美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本内容部分使用人工智能工具生成，并经Benzinga编辑审核发布。
Illustration created using artificial intelligence via DALL-E.
利用DALL-E通过人工智能创建的插图。