据财联社主题库显示，相关上市公司中：Lenovo official microblog 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 industry's accelerated penetration stage, and 2024 is expected to be the year of scale shipments for AIPC.
Lenovo official microblog 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 industry's accelerated penetration stage, with major manufacturers gradually releasing processors designed specifically for Copilot AIPC, and major brand manufacturers launching products for its applications. 2024 is expected to be the year of scale shipments for AIPC. According to crowd-wisdom consulting forecasts, it is estimated that global AIPC unit shipments will reach approximately 13 million units by 2024. From 2025 to 2026, AIPC's unit shipments will maintain a double-digit annual growth rate, and in 2027 it will become the 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 enhancement of AIPC performance, and the increasing maturity of the industry chain, have driven the increase in AIPC sales and the accelerated penetration of products. Canalys predicts that AIPC's market performance is basically in line with expectations, and its shipments will reach 44 million units in 2024, with a potential increase to 410 million units in 2025.
According to the Financial Data Center, among related listed companies:
Suzhou Chunqiu Electronic Technology stated that multiple AIPC models from Lenovo have been launched and sold, and the company participated in the research and development and production of Lenovo's AIPC models. This part of the order has formed revenue and is included in the financial statements.
Guangda Tongchuang is a domestic scarce 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 laptop models that use carbon fiber sheets.
