Global notebook shipments expected to grow 3.6% in 2024
2024 first half of the year with the gradual de-stocking of notebook manufacturers, as well as under the favourable conditions of slowing inflation, the United States recently cut interest rates in the forecast index climbed high, such as if the market is expected to the U.S. Federal Reserve will begin to cut interest rates as soon as possible in the first half of this year, will help reduce the cost of corporate financing borrowing costs, liquidity level up, coupled with the Microsoft operating system of the generations of change, to promote the enterprise users of the system to upgrade the security, can be expected to lead the Therefore, TrendForce expects that in 2024, the market demand for notebook computers will improve quarter by quarter, and the global notebook computer market will show moderate growth, with an annual growth rate of shipments of about 3.6%, reaching 172 million units.
In addition, the AI PC issue has become the focus of the show floor spotlight at CES 2024, and chip makers such as Intel and AMD have taken the lead in cooperating with laptop brands to launch a series of new products with built-in AI acceleration engines. The addition of Neural Processing Units (NPUs) means that PCs no longer rely solely on CPUs or GPUs for performance, but can also use AI functions to calculate workloads more correctly and share the power consumption of the entire machine, and with the Copilot shortcut of the Microsoft Windows 11 operating system, it will bring consumers a highly efficient and energy-saving using experience.
According to TrendForce, the audience for the first-generation AI PCs should focus on high-end business needs and content creators. After all, with the significant increase in chip performance, coupled with the increase in specifications for related components such as memory, battery, and heat dissipation, the terminal price will naturally go up. This year's CES vendors focus on the hardware side of the competition, even if consumers are willing to higher than the average selling price of the general notebook more than 50% of the price to buy an AI PC to taste, and then return to the pragmatic side, but in the absence of AI killer applications, PC penetration of the growth of space will still be relatively limited, and the related software innovation applications is whether AI PC can be in the next two or three years to drive the global notebook shipments ushered in the growth of the key. The key is whether AI PC can drive the growth of global notebook shipments in the next two to three years.
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