高级分析师 William Li 在评论AI PC和电脑市场时表示：“在AMD和英特尔于2024年第三季度推出新的CPU平台后，我们观察到对于 GenAI PC 的需求增加，尤其是笔记本电脑。然而，人们仍在寻找AI PC的杀手锏，以增加他们日常任务的价值，我们相信这很可能会在短期内发生并促进出货量增长。”According to Counterpoint Research's preliminary forecast, the global computer market shipment volume is expected to increase by 1% year-on-year in the third quarter of 2024, reaching 65.3 million units, continuing the year-on-year growth trend that began in the first quarter of 2024.
According to the Smart Financial News app, based on Counterpoint Research's preliminary forecast, the global computer market shipment volume is expected to increase by 1% year-on-year in the third quarter of 2024, reaching 65.3 million units, continuing the year-on-year growth trend that began in the first quarter of 2024. Despite the early presence of advance delivery orders in the second quarter, demand in China and Europe remained relatively flat in the third quarter, but shipments were about 5% higher than the second quarter, mainly due to the continued replacement demand before the end of Windows 10 security updates and technical support in 2025, as well as the increase in AI PC sales.
As inventory levels in the first half of 2024 have basically normalized, computer manufacturers are introducing more new models. Lenovo achieved year-on-year shipment growth for the fourth consecutive quarter in the third quarter. Thanks to the replacement cycle trend, the brand has regained 25% market share since the fourth quarter of 2020. HP Inc and Dell maintained resilient sales this quarter, mainly due to the support of increased demand in the North American market and enterprise orders. Apple remained relatively calm this quarter as the market awaited its M4-based laptops and desktops, which will be equipped with 10-core CPUs and may be another exciting product in the fourth quarter.
Senior analyst William Li commented on the AI PC and computer market, stating: "After AMD and Intel launched new CPU platforms in the third quarter of 2024, we observed an increase in demand for GenAI PCs, especially laptops. However, people are still looking for the killer features of AI PCs to increase the value of their daily tasks, and we believe this is likely to happen in the near term and drive shipment growth."
Counterpoint Research predicts a decrease in demand for Windows 10 replacements, with AI PCs taking over and maintaining growth momentum. Shipments have increased by 2% year-on-year since the beginning of the year, and we believe this positive trend can be sustained through the holiday season.
