2025年笔记本电脑行业回顾：AI PC规模化落地

PChome科技2025-12-31

2025年已经进入尾声，回顾这一年，PC行业还是精彩纷呈的。就笔记本电脑这一品类来说，2025年行业在经历前几年的需求波动后，进入以技术驱动为核心的结构性回暖阶段。与以往依赖单纯性能提升不同，本轮复苏的关键动力来自AI本地化计算能力的落地、显示技术升级以及企业换机周期的集中释放。在此背景下，笔记本电脑正从传统计算终端，演进为融合生产力、创作与智能交互的综合平台。（此图片由AI生成）据...

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INC","AAPL":"苹果","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC"},"translate_title":"Review of the laptop industry in 2025: Large-scale implementation of AI PCs","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1.74,"00992":1.71,"MACW.SI":0.6,"LNVGY":1.71},"content_text":"2025年已经进入尾声，回顾这一年，PC行业还是精彩纷呈的。就笔记本电脑这一品类来说，2025年行业在经历前几年的需求波动后，进入以技术驱动为核心的结构性回暖阶段。与以往依赖单纯性能提升不同，本轮复苏的关键动力来自AI本地化计算能力的落地、显示技术升级以及企业换机周期的集中释放。在此背景下，笔记本电脑正从传统计算终端，演进为融合生产力、创作与智能交互的综合平台。（此图片由AI生成）据Business Research Insights预测，2025年全球笔记本电脑市场规模约为1500亿美元左右，整体出货量实现个位数增长，但产品结构和均价水平明显改善。行业增长的重心，正由量的恢复转向质的提升。预计2026年将达到1571亿美元，到2035年将进一步增长至2065.3亿美元，2026年至2035年的复合年增长率预计为3.1%。·上游供应链动态：AI处理器、显存与显示技术的协同演进从产业链上游看，2025年笔记本核心部件的变化，直接决定了整机产品的技术方向和成本结构。在处理器层面，AI PC平台的成熟是最重要的变量。以Intel第二代酷睿Ultra、AMD新一代移动平台以及高通骁龙X系列为代表的新一代SoC，均在芯片内部集成了专用NPU，并通过CPU、GPU、NPU的异构协同，为笔记本提供本地AI推理能力。这标志着AI不再仅依赖云端，而是开始深度嵌入PC的日常使用场景，为后续软件生态打下硬件基础。与此同时，显卡与内存供应对成本的影响进一步放大。一方面，游戏本与高性能本持续推动中高端GPU的需求；另一方面，受AI服务器与数据中心需求挤压，DRAM和NAND价格进入上行周期，推高了笔记本整机BOM成本。这一趋势在2025年下半年尤为明显，并为后续终端价格调整埋下伏笔。采用2.8K 120Hz OLED屏幕的笔记本电脑成为主流显示技术方面，OLED面板渗透率快速提升，高刷新率、高亮度与低功耗特性，使其逐渐从高端机型走向主流价位。显示体验正在成为轻薄本和创作本的重要差异化因素，而不再只是附加卖点。·AI PC的规模化落地：从概念到产品结构核心如果说2023—2024年是AI PC的概念导入期，那么2025年则被普遍视为AI PC真正进入规模化落地的关键一年。AI能力开始系统性影响笔记本电脑的产品定义、价格结构与换机逻辑。IDC在其PC市场展望中指出，2025年全球AI PC出货量占PC总出货量的比例将超过20%，并在2026年继续快速提升。AI PC并非一个独立品类，而是对轻薄本、商用本乃至部分高性能机型的重构，其核心特征是具备稳定、可持续调用的本地AI算力。在实际产品形态中，AI PC的价值体现呈现明显分化：在轻薄本领域，本地AI能力被广泛用于会议降噪、实时字幕、文档总结、图片与视频处理等场景，直接对应移动办公和内容创作需求，成为高端轻薄本的重要溢价来源。在商用本领域，AI PC更多承担效率与管理工具角色，如智能会议纪要、安全识别、系统资源调度与IT运维辅助。Gartner指出，AI功能正逐步进入企业IT采购评估体系，尤其在Windows 10退役背景下，其影响力将进一步放大。在高性能与游戏本领域，AI主要参与性能调度、散热管理和内容生成等环节，虽非核心购买动因，但正在提升产品综合体验边界。比如英特尔推出的AI高静游戏本概念，标配之一就是预装AI助手，既可以是英特尔智能PC助手，也可以是专门针对游戏场景的AI 游戏助手，或者是OEM自带的AI语音助手功能。·产品结构变化：轻薄本、游戏本与商用本的分化与升级在AI与硬件升级的共同推动下，2025年笔记本市场的产品结构发生明显变化。轻薄本成为增长最具确定性的细分市场。其定位已从便携办公设备升级为全场景生产力工具，高性能处理器、OLED屏幕以及AI功能的引入，使轻薄本在价格和配置上明显上移。游戏本市场则呈现出一定的结构性分化趋势。核心玩家仍能带动高端机型需求增长，但中低端市场对价格更加敏感。厂商竞争重点从单纯性能堆叠，转向散热效率、噪音控制和综合体验。CounterPoint表示Windows 10终止服务支持等因素是2025年第3季度全球PC出货量增长的主要原因商用本在2025年迎来新一轮换机窗口。设备老化、操作系统升级以及企业对安全与AI功能的需求，共同构成稳定的基本盘，使商用本成为抵御周期波动的重要支撑。·市场销量与品牌格局：头部厂商优势扩大从厂商表现看，2025年全球笔记本市场集中度进一步提升。根据Gartner数据，联想继续保持全球出货量第一的位置，市场份额接近27%，在商用本和轻薄本领域优势明显。其通过AI PC与OLED产品线的快速导入，在中高端市场获得更多增量。Gartner发布的25年Q3全球PC/笔记本厂商份额苹果凭借M系列芯片的高能效比与软硬件一体化生态，在高端笔记本市场保持稳定增长，MacBook在创作者和高端用户中的黏性持续增强。尽管苹果并未直接强调AI PC概念，但其本地AI推理能力为后续功能释放提供了充分空间。苹果于10月发布的M5芯片强调了AI性能的提升华硕整体份额相对稳定，但在游戏本和高性能细分市场中保持较强竞争力，其通过差异化设计和性能调校，在细分人群中具备较高辨识度。整体来看，品牌竞争已从规模竞争，转向技术路线选择、产品定义能力与供应链整合能力的综合比拼。·用户购买行为与价格动态：高端化与成本传导并存2025，笔记本用户的购买行为呈现明显分层。企业用户换机需求稳定，对价格敏感度相对较低，更关注安全性、生命周期和AI能力；消费级市场则在高端产品上接受价格上移，但对中低端机型保持谨慎。（此图片由AI生成）受内存、存储及新平台成本上升影响，笔记本整体均价持续抬升。部分厂商已通过配置调整或直接提价的方式，将成本压力向终端传导。这一趋势在2026年仍可能延续，对销量形成一定制约。·2026年行业走势展望展望2026年，笔记本行业将同时面对技术红利释放与成本压力上行的双重影响。一方面，AI PC渗透率持续提升、商用换机潮延续，将为市场提供基本支撑；另一方面，内存价格周期和宏观环境不确定性，可能抑制中低端需求释放。行业整体增速或有所放缓，但结构性升级趋势不会逆转。最终，能够在AI能力落地、产品体验优化与成本控制之间取得平衡的厂商，将在新一轮竞争中占据更有利位置。让我们一起期待2026年的笔记本市场，谁能够勇立潮头吧！（文字部分图片来自网络和AI生成，设计数据部分引用见来源标注）更多精彩内容评测","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"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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