News Global PC shipments grew 3% in Q1 2024 says Counterpoint — with AI expected to continue to drive PC sales this year

Jagar123

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Dec 28, 2022
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The change is credited to the onset of the AI PC era

I don't know anyone that is hyped up over an "AI PC" or going out there to buy one. My NPU currently does nothing for me. They keep selling promises and people keep writing articles about them. I guess that generates hype? Or, in my case, generates the opposite.

*EDIT* I get that AI can be useful. But the way companies like Microsoft push it as The Next Big Thing™ only hurts them I think.
 
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shady28

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AI is almost entirely in the 'cloud' right now.

It isn't driving sales, industry cyclicality is. Everyone and their dog bought / upgraded starting in 2020 up into 2021. That's now 3-4 years ago. That buying spree has created a widely predicted cyclical pattern in PC purchases, as people tend to upgrade in 3-5Y cycles.

PC sales should rise for the next 2 years as the 3-5 year old PCs bought in 2020/2021 are upgraded/replaced.

Then sales are likely to fall precipitously.