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市場正在迅速發展，領先的公司如蘋果公司（NASDAQ:AAPL），英特爾公司（NASDAQ:INTC），美國超微公司（NASDAQ:AMD）和高通公司（NASDAQ:QCOM）領導着這種技術轉變。
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.
根據Canalys的數據，2024年第二季度有880萬台AI能力PC出貨，佔該季度出貨的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.
蘋果繼續主導AI能力PC市場，其整個Mac系列都採用帶有神經引擎的m系列芯片。該公司最近推出了名爲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，聯想，惠普公司（NYSE:HPQ）和戴爾科技公司（NYSE:DELL）等OEM廠商正在大幅擴展其AI能力PC產品線。
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.
聯想推出了首款採用驍龍X芯片的PC，並推動了AI能力PC出貨量的228%的季度環比增長。惠普推出了新的AI專注型型號，將其在Windows出貨中的AI能力PC份額提高了約8%。戴爾緊隨其後，採用AI技術的設備佔其Windows出貨量的近7%。
Intel and AMD are also making significant strides in the AI-capable PC market.
英特爾和美國超微公司在AI能力PC市場也取得了重大進展。
Intel has committed to shipping chips for over 100 million AI PCs by 2025, including over 40 million in 2024.
英特爾已承諾在2025年之前爲超過1億台AI PC（包括在2024年超過4000萬台）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.
摩根大通分析師Harlan Sur預計，美國超微公司將在2024財年將數據中心GPU收入增加超過50億美元，因其在服務器和PC CPU中繼續贏得市場份額。
JPMorgan analyst Samik Chatterjee expects Qualcomm's PC-related revenue to climb from $300 million in 2024 to $3.7 billion in 2027.
摩根大通分析師Samik Chatterjee預計，高通的PC相關營業收入將從2024年的3億美元增長到2027年的37億美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
Illustration created using artificial intelligence via DALL-E.
利用DALL-E通過人工智能創建的插圖。