AI PC: a once-in-a-lifetime industry savior! Intel expects to reach tens of millions of units next year

NVIDIA CEO Huang Jenxun has been revered as the "Godfather of AI". Generative AI (AIGC) has subverted the work and life experience of countless people. However, Huang's vision and realm are not just to sell more GPUs. He has We have a far-sighted understanding of industry changes, especially the significance of AI to the PC industry.

Many people may not have noticed that when Huang Renxun attended the graduation ceremony of National Taiwan University in May this year, he said this in his speech:

"The PC industry is ushering in an opportunity for rebirth. In the next 10 years, new AI PCs will replace traditional PCs, with a market value of up to trillions of dollars."

As the saying goes, heroes think alike, both Intel and AMD are working hard to build AI PCs. Intel CEO Pat Kissinger bluntly said: "We believe that AI PCs will be a key turning point in the PC market in the next few years. , each of our products will integrate AI.”

He predicts that by 2024, there will be tens of millions of new AI-enabled PCs on the market.

Therefore, the most exciting thing is that PC manufacturers are taking active actions under the leadership of Intel. Lenovo, HP, Dell, Acer, etc. have all built their own AI PC notebooks and designed various AI application software allows users to experience the changes brought by AI in their daily work and life.

HP CEO Loures said excitedly: "I have been working in the (PC) industry for decades and have never seen such an opportunity. AI can truly drive innovation and meet new customer needs."

Lenovo Yang Yuanqing believes: “Next year, we will see AI PCs that can be played offline. In the future, they will evolve from generation to generation, become smarter and better understand users, and become people’s true portable companions. .”

At the recent Intel Technology Innovation Conference, Acer Chief Operating Officer Gao Shuguo publicly introduced the Acer AI notebook equipped with Core Ultra processor, and also cooperated with Intel to jointly develop a set of Acer AI libraries through the OpenVINO toolkit to fully release the platform features to optimize the AI ​​experience.

The entire PC industry cares so much about AI. On the one hand, AIGC can indeed completely subvert the user experience, especially in the future, various AIGC applications can be enjoyed locally and offline.

At present, although AIGC can be experienced on any PC or even mobile phone, it relies heavily on the network and cloud, and relies on large-scale model training. In the future, the computing power demand for AI inference will greatly exceed AI training, and the proportion is expected to be Reaching 60%, and PC is the most suitable carrier.

On the other hand, The PC industry has experienced so many years of development, especially in the current environment, and is in a very sluggish state. It urgently needs a shot in the arm, and the outbreak of AI comes at just the right time.

Recently, authoritative market research institutions IDC and Gartner both gave global PC market reports for the third quarter of 2023. Shipments have declined year-on-year for eight consecutive quarters, and the market is still sluggish.

The quarterly shipment data given by IDC is 68.2 million units, a year-on-year decrease of 7.6%, a downward spiral.

Gartner's statistics are only 64.3 million units, a year-on-year decrease of as much as 9%.

When the global economic environment, market and user demand are difficult to significantly improve in the short term, AI, as a significant innovation point, has become the best tipping point to stimulate the market. At the same time, its demand for powerful computing power has It also stimulates the entire industry to continue to accelerate the speed of innovation, thus forming a virtuous cycle.

For example, Intel’s upcoming first-generation Core Ultra processor, code-named Meteor Lake, integrates an independent NPU AI hardware engine, which can efficiently execute AIGC loads locally and accelerate jointly with the CPU and GPU to quickly obtain With a wide range of ecological application support, it can be said that it responds to everything at once.

It can be said that AI PC is similar to the historical turning point of Centrino PC when Wi-Fi appeared. It is expected to become a hybrid of terminal, edge computing, and cloud technology to meet the needs of new AIGC workloads and applications, fundamentally Change, reshape and reconstruct the PC experience to unleash people's productivity and creativity.

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