TechInsights：2029年将有95%的笔记本电脑支持AI 出货量预计将达2.305亿

智通财经03-26

智通财经APP获悉，3月26日，TechInsights发文称，支持AI（AI-capable）的笔记本电脑指的是配备专门用于加速设备上AI计算的专用芯片组的笔记本电脑（即NPU）。这类电脑将在2029年占笔记本电脑总市场的95%，出货量预计将达到2.305亿。2024年将是AI PC的标志性年份，尤其是在今年下半年；届时，配备每秒可运行40兆次运算(TOPS)的NPU笔记本电脑预计将首次亮相市场...

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PC的增长将从即将到来的更新周期中收益支持AI的笔记本电脑的采用预计不会对PC总潜在市场(TAM)产生重大影响，但2024年和2025年恰逢预计将出现强劲的更新周期。随着新冠疫情时代购买的设备老化和对Windows 10的支持结束，笔记本电脑的销量预计将在2025年增长到2.431亿台的新高。在预测期间的大部分时间里，支持AI的笔记本电脑的销量将由商业市场主导，尽管不难看出支持AI的笔记本电脑可以为消费者提供的潜在好处，尤其是在游戏和内容创作方面。这是大多数新技术所遵循的轨迹，然而，与过去推出的其他技术相比，具有AI功能的笔记本电脑的区别在于，它有望以多快的速度从更小众的商业市场转向大规模采用。AI PC时代与其前身的另一个区别可能是，从一开始就主导PC市场的x86架构，转向更广泛地采用Arm架构，这是一种以能效为目标的架构。高通此前曾试图打入PC市场，其为Windows PC推出的基于Arm的解决方案市场表现差强人意，然而，搭载45 TOPS NPU的骁龙X Elite的推出，可能最终推动高通成为PC领域更具竞争力的对手。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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