Apple, Intel, And AMD Lead Charge In AI-Capable PC Market Surge: Report
Portfolio Pulse from Anusuya Lahiri
The AI-capable PC market is experiencing significant growth, with major players like Apple, Intel, AMD, and Qualcomm leading the charge. Apple dominates with its M-series chips, while Intel and AMD are making strides in AI PC shipments. Qualcomm's PC-related revenue is expected to see substantial growth.
August 13, 2024 | 5:37 pm
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POSITIVE IMPACT
Apple continues to dominate the AI-capable PC market with its M-series chips and new AI feature, Apple Intelligence.
Apple's strong position in the AI-capable PC market and the introduction of new AI features are likely to positively impact its stock price.
CONFIDENCE 95
IMPORTANCE 85
RELEVANCE 90
POSITIVE IMPACT
AMD is expected to grow data center GPU revenue by over $5 billion in fiscal 2024, gaining market share from Intel.
AMD's expected revenue growth and market share gains in the AI-capable PC market are likely to positively impact its stock price.
CONFIDENCE 90
IMPORTANCE 85
RELEVANCE 85
POSITIVE IMPACT
Dell's AI-powered devices captured nearly 7% of its Windows shipments.
Dell's increasing share of AI-powered devices in its Windows shipments is a positive indicator for its market position and stock price.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 65
POSITIVE IMPACT
HP launched new AI-focused models, boosting its AI-capable PC share within Windows shipments by around 8%.
HP's expansion in the AI-capable PC market with new models is likely to positively impact its market share and stock price.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 70
POSITIVE IMPACT
Intel commits to shipping chips for over 100 million AI PCs by 2025, including over 40 million in 2024.
Intel's commitment to shipping a large number of AI PC chips is a positive indicator for its future revenue and stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 80
POSITIVE IMPACT
Qualcomm's PC-related revenue is expected to climb from $300 million in 2024 to $3.7 billion in 2027.
Qualcomm's significant projected revenue growth in the AI-capable PC market is a positive indicator for its stock price.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 75