The Zhitong Finance App learned that Canalys published an article stating that AIPC will be the focus topic at the upcoming COMPUTEX 2024 exhibition, and its focus will shift from the server to AIPC. Canalys expects AIPC's market share to reach 19% by 2024, which will be an important milestone.

After PC (PC) processor manufacturers release a series of products, COMPUTEX 2024 will become a battleground for AI PCs. As Intel and AMD launch new platforms, competition among AIPC chip vendors will intensify. Both companies are updating their architectures and introducing AI capabilities to cheaper product lines.

Intel will release Lunar Lake and Arrow Lake, both products belonging to the Core Ultra 2 series and are expected to usher in a new era of performance and efficiency.

AMD will launch the Zen 5 architecture and will greatly improve the NPU function, thereby enhancing AMD's competitive position in the AI PC field.

Qualcomm released the Snapdragon XElite in October 2023 and the xPlus series in April 2024. Consumers are waiting to see the energy efficiency performance of their actual products.

MediaTek may cooperate with Nvidia to compete in the Windows on Arm PC market. This news has already attracted strong attention, and the news published on Computex will attract public attention.

Canalys believes that MediaTek's cooperation with Nvidia to enter the PC market will have a significant impact on market dynamics and expand the Windows on Arm ecosystem. MediaTek's NPU experience gave it an advantage, but persuading OEMs to adopt the new processor would be a challenge.