“Science and Technology Innovation Board Daily”, September 3 — On September 4, local time, Intel's next-generation Core Ultra 200V series Lunar Lake processor will be officially launched. Aiming at AI PCs, it can support the design of more than 80 new notebook computers launched by more than 20 OEMs. In the future, these computers will add new Copilot+ features through software updates.

Intel said that Lunar Lake's AI performance will be more than three times that of Meteor Lake processors. It can perform more than 40 TOPS of neural processing unit operations per second, and the GPU has more than 60 TOPS of computing power. Intel expects to deliver more than 40 million Core Ultra processors this year.

Pavan Davuluri, Microsoft's vice president of Windows and Devices, said, “We are looking forward to seeing the launch of Lunar Lake. The 40+ TOPS NPUs equipped with it will be able to provide the public with Microsoft's CoPilot+ experience.”

It is worth mentioning that in August, there was news that MediaTek will join hands with Nvidia to release its first AI PC chip in the first half of next year.

Since this year, leading PC manufacturers such as Lenovo, HP, Dell, Apple, Acer, Asus, Samsung, Honor, and Huawei have launched or are planning to launch new AI PC products.

For example, on April 18, Lenovo released a new AIPC Yuanqi series with hundreds of built-in third-party AI applications; at the same time, it also launched two AIPC models overseas, equipped with AINPU (45 TOPS).

On May 20, Microsoft released the Copilot version of the Windows 11 system and the new AiPC Surface Pro; on the same day, Dell launched 5 AIPC models with one-click activation of the Copilot service.

On July 30, HP released AIPC full-scene AI solutions.

Currently, most AI PCs use Qualcomm's Snapdragon X chips. With the official launch of new Intel products, it may drive a new wave of new AI PCs.

According to data recently released by research firm Canalys, in the second quarter of this year, the number of AI PC shipments reached 8.8 million units, accounting for 14% of all PC shipments during the quarter. In the Windows sector, AI PC shipments increased 127% month-on-month. Among them, Lenovo's AI PC increased by 228% month-on-month.

Canalys pointed out that all major processor vendors are successfully advancing their AI PCs, and device availability and end user adoption rates will increase dramatically in the second half of 2024 and beyond. It is estimated that the AI PC industry will ship about 44 million units in 2024 and 0.103 billion units in 2025.

Guoyuan Securities pointed out that product upgrades will lead to an increase in product prices. Compared with traditional PCs without integrated NPU, AI PCs will have a 10%-15% premium; with the surge in adoption, by the end of 2025, more than half of PCs priced at $800 and above will be AI PCs, and by 2028, this ratio will increase to more than 80%. As a result, PC shipments of $800 and above will grow to more than half of the market in just four years, which will help drive the overall value of PC shipments from $225 billion in 2024 to over $270 billion in 2028.