On January 7th, The Star Daily reported (Editor Song Ziqiao) that the 2025 International Consumer Electronics Show (hereinafter referred to as CES 2025) will kick off in Las Vegas, USA from January 7 to 10 local time. $Intel (INTC.US)$ and $Advanced Micro Devices (AMD.US)$ Product launch events will be held one after another.$Qualcomm (QCOM.US)$Following closely.

Intel's first Intel 18A process chip debuted, confirming the release of the Panther Lake processor in the second half of the year:

In Intel's CES 2025 speech on January 6, Intel's interim co-CEO Michelle Johnston announced that the first Intel 18A process chip—the Intel Panther Lake processor—will be released in the second half of 2025.

Johnston also showcased the sample of the Panther Lake chip (see below) and stated that the chip is already in testing, expressing her satisfaction with 18A. Johnston announced that the Intel 18A process will be "released later this year." She stated, "Intel will continue to enhance the AIPC product portfolio in 2025 and beyond, providing customers with leading samples of Intel 18A products, and will enter mass production in the second half of 2025."

AMD launched the entirely new Ryzen series chips, AIMax and AIMax+:

AMD claims that these two chips are the most powerful AIPC chips to date, with up to 40 compute units (CU) based on the RDNA3.5 architecture, along with 16 Zen5 CPU cores and 32 threads, featuring memory bandwidth of up to 256GB per second and supporting 128GB of memory for shared use between the CPU, GPU, and XDNA2 NPU AI engine. Rahul Tikoo, general manager of AMD's client computing business, pointed out that the Ryzen AIMax series brings new possibilities to the market, capable of meeting the diverse needs from high-end workstations to lightweight laptops.

The AI Max series will debut in the first half of this year, appearing in the upcoming Copilot+PC, such as the HP ZBook Ultra G1A mobile workstation, HP Z2 Mini G1a mini desktop workstation, and ASUS ROG Flow Z13 gaming 2-in-1 computer.

Qualcomm launches a new AIPC that can run AI Software:

Qualcomm announced that the Snapdragon X Platform, manufactured using a 4-nanometer process and consisting of an 8-core Oryon central processing unit, graphics components, and a dedicated AI Chip, will be running.$Microsoft (MSFT.US)$Copilot+ Software.

It is reported that PC manufacturers including Acer and ASUS.$Dell Technologies (DELL.US)$and$LENOVO GROUP (00992.HK)$PC manufacturers, including this AI Chip, are expected to adopt it, and the price of PCs equipped with Snapdragon X is expected to be as low as $600, with products expected to be launched in early 2025.

In terms of timing, Intel's product release is earlier than that of Advanced Micro Devices and.$NVIDIA (NVDA.US)$Foreign media believe that Intel intends to seize the opportunity and reserve ample time for partners to showcase new products. Huaxin Securities pointed out that the series of brands collaborating with NVIDIA have consecutively announced the release of new products at CES 2025, indicating that after successfully digesting the inventory of the RTX 40 series graphics cards, NVIDIA is expected to lead GPU technology into a new era.

Bank of America analyst Vivek Arya previously expected that NVIDIA would also officially announce its entry into the AIPC market at the exhibition.

Chipmakers and system manufacturers are actively innovating, accelerating the landing of the AIPC industry.

AIPC, as the next generation PC integrated with natural language interaction, local hybrid AI computing power, and an open application ecosystem, is seen as a new trendsetter for Consumer Electronics in the AI era. Over the past year, Software and Hardware have evolved together, and major Global manufacturers have been continuously exploring aspects of AI empowerment, product form, and user experience.

According to statistics from Huafu Securities, in the third quarter of 2024, the AIPC market continued to maintain a strong development pace. The Copilot+PC equipped with Snapdragon X series chips (at least possessing 40 TOPS of NPU performance) completed its first full supply season. AMD launched the RyzenAI300 series products, while Intel officially released the Lunar Lake series. According to the Canalys report, AIPC shipments reached 13.3 million units in the third quarter of 2024, with the AIPC market growing continuously by 49%, accounting for 20% of the total Global PC shipments.

In terms of complete machines, manufacturers are in fierce competition regarding design and technological innovation for AI Chips. At this year's CES, leading PC manufacturers are expected to intensively launch new products focused on AI. According to incomplete sorting by the Star Daily, several PC manufacturers are already warming up for AI products.

LENOVO GROUP announced that it will unveil a series of innovative products and forward-looking technologies at CES 2025, including a new form of laptop, with the poster title "Roll Out AI," which may hint at a rollable screen laptop from LENOVO GROUP.

ASUS may launch the "world's lightest Copilot+ PC."

Samsung has chosen to iterate on technology and is expected to showcase the Galaxy Book 4 Edge 14 concept machine, which features AirJet solid-state cooling technology that can significantly enhance device running efficiency and lifespan, and is expected to achieve breakthroughs in the future AIPC ultra-thin notebook market.

CSC stated that the current PC market is gradually warming up, and the penetration rate of the AIPC new category is accelerating after chip manufacturers have successively launched multiple processors equipped with NPU; it is expected that in 2024, the shipment volume of AIPC, broadly defined, will account for about 20% of total PC shipments. Complete PC manufacturers are also actively promoting product innovation to accelerate the implementation of the AIPC industry.

编辑/jayden