Canalys Forecast: Global PC Market Set for 8% Growth in 2024

[AleksandarK]

According to the latest Canalys forecasts, worldwide PC shipments are on the verge of recovery following seven consecutive quarters of decline. The market is expected to return to growth of 5% in Q4 2023, boosted by a strong holiday season and an improving macroeconomic environment. Looking ahead, full-year 2024 shipments are forecast to hit 267 million units, landing 8% higher than in 2023, helped by tailwinds including the Windows refresh cycle and emergence of AI-capable and Arm-based devices.

"The global PC market is on a recovery path and set to return to 2019 shipment levels by next year," said Canalys Analyst Ben Yeh. "The impact of AI on the PC industry will be profound, with leading players across OEMs, processor manufacturers, and operating system providers focused on delivering new AI-capable models in 2024. These initiatives will bolster refresh demand, particularly in the commercial sector. The total shipment share of AI-capable PCs is expected to be about 19% in 2024. This accounts for all M-series Mac products alongside the nascent offerings expected in the Windows ecosystem. However, as more compelling use-cases emerge and AI functionality becomes an expected feature, Canalys anticipates a fast ramp up in the development and adoption of AI-capable PCs."




"Following a prolonged period of delayed purchasing, the commercial segment is poised for a demand bump in 2024," said Canalys Principal Analyst Ishan Dutt. "Channel sentiment around PC business performance next year is positive, with 47% of partners polled in November anticipating their Windows PC shipments to grow 10% or more next year. SMBs have been highlighted as a strong opportunity, with the recent macroeconomic difficulties having had a proportionally larger impact on their ability to budget for PC procurement over the last several quarters. Next year will also bring a proliferation of Arm-based PCs, largely driven by Qualcomm's X Elite chip. While uptake is initially likely to be restrained, particularly in commercial settings, the ability to deliver improvements in power efficiency and battery life will be a boon to offerings partners can bring to customers."

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[MacZ]

'AI' is the new 'Gaming' buzzword.

If you have any decent-ish recent-ish GPU, your PC is AI capable already.

A least for small models.

For bigger models, you'll need to link to servers with a sh*t ton of GPUs.

 

[kondamin]

Ah yes growth like they were calling the entirety of 2023.
I’d be wonderful if things remained as they are now and not get worse.

 

[Vayra86]

More like wishful thinking, this, but then what else would you do to spur the market into action.

 

[kondamin]

More like wishful thinking, this, but then what else would you do to spur the market into action.

In a functional market prices would drop to a place where consumers start buying things again.
But during the pandemic they sold stuff at extremely inflated prices at the cost of future sales.
For a shrinking market that was a very short sighted thing to do

Add to that we operate in an economy that is over financialised up the wazoo causing one of the main producer of Chips to be able to just dictate prices as retard money is pouring funds in the bottomless and pointless pit that is "AI".

A fix, get nvidia to make high end 30 series graphics cards at samsung again and selling them at reasonable prices so there is something affordable people can upgrade to?
That would get the enthusiast and workstation market to move again.

Laptops and low end office desktops is screwed up for at least an other 2 years as all those pandemic computers are more than enough for at least 5 years.