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联想将展示新一代AIPC产品 AIPC明年出货量有望翻倍增长

レノボは新しいAIPC製品の展示を予定しており、来年の出荷量は倍増する可能性があります。

cls.cn ·  09/04 20:08

①Lenovo Official Weibo said that it will participate in the 2024 Germany Berlin Consumer Electronics Show (IFA) on September 5th to showcase the new generation of AIPC products. ②Huaxi Securities believes that at the current stage, AIPC is in the stage of accelerated penetration in the industry, and 2024 is expected to become the year of large-scale shipments of AIPC.

Lenovo Official Weibo said that it will participate in the 2024 Germany Berlin Consumer Electronics Show (IFA) on September 5th to showcase the new generation of AIPC products.

Huaxi Securities believes that at the current stage, AIPC is in the stage of accelerated penetration in the industry, and with the release of processors specially designed for Copilot AIPC by major manufacturers, as well as the release of products by major brand manufacturers for its application, 2024 is expected to become the year of large-scale shipments of AIPC. According to the prediction of Crowd Wisdom Consulting, it is estimated that by 2024, the global AIPC shipment volume will reach about 13 million units. In 2025-2026, the shipment volume of AIPC complete machines will maintain a double-digit annual growth rate, and in 2027, it will become a mainstream type of PC product. This means that the global PC industry will steadily enter the AI era in the next five years. The growth of the PC market, combined with the enhanced performance of AIPC and the maturation of the industry chain, has driven the increase in AIPC sales and the accelerated penetration of products. Canalys predicts that the market performance of AIPC is basically in line with expectations, and the shipment volume in 2024 will reach 44 million units, and it is expected to reach 103 million units in 2025, or double the growth.

財聯社のテーマライブラリによると、関連する上場企業には以下のものがある:

Suzhou Chunqiu Electronic Technology stated that Lenovo's multiple AIPC models have been launched and sold on the market. The company participated in the research and development and production of Lenovo's AIPC models, and the corresponding orders have been formed and the revenue has been included in the financial statements.

Guangda Tongchuang is a domestic supplier of carbon fiber structural parts for consumer electronics, with Lenovo Group as its core customer. Currently, the company's carbon fiber products are mainly used in some computer models that use carbon fiber sheets in laptop computers.

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