Morgan Stanley said that Microsoft's introduction of personal computers that support artificial intelligence will usher in a new era and may trigger the renewal of commercial personal computers. Damo wrote in the report “AI PCs Will Lead the Next Stage of Growth in the PC Market”, “We think the commercial PC market will be the first adopters of AI PCs because they are mainly marketed as productivity tools.” Morgan Stanley's initial AI PC forecast predicts that by 2024, this new type of computer will account for 2% of the total PC market, and will continue to rise in the next few years. It is expected to reach 16% in 2025, 28% in 2026, 48% in 2027, and 64% in 2028.
大摩预测：到2028年AI PC将占据65%市场份额 商用PC将首先受益
Damo predicts that AI PCs will account for 65% of the market share by 2028, commercial PCs will benefit first
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