AI boosts consecutive periods of growth in PC shipments

  • Global shipments of personal computers witnessed a notable recovery in the second quarter, marking a significant turnaround for the industry.
  • The resurgence in PC demand is mainly encouraged by the higher interest in AI-capable devices, signalling a broader revitalisation of the PC market.

Another sector gains its benefit from the development of AI technology. AI-capable devices are transforming a once-stagnant industry, hinting at a future where traditional PCs may be obsolete. Excluding China, the surge is even more pronounced, suggesting a global shift in tech priorities.
–Ashley Wang, BTW reporter

What happened

The consecutive period of growth in PC shipments was driven by the demand for AI-capable devices, according to the data from IDC, a research firm, on Tuesday. In the past three months, which ended in June, the shipments of desktops and laptops around the world have increased 3% from the previous year, reaching 64.9 million units. After two years of decline, the market for PCs seems to be rebounding from a slump in orders following a buying spree driven by the pandemic.

Apple emerged as a standout performer, experiencing a remarkable 20.8% increase in shipments compared to the same quarter last year, marking the highest growth among major PC manufacturers. Acer Group also saw substantial growth with a 13.7% rise in shipments, contributing to the overall industry resurgence. However, challenges persist, particularly in China, where weak demand continues to impact overall market performance.

Also read: Microsoft’s AI PCs: Will users take the plunge?

Also read: Alibaba bets on generative AI tools for overseas merchants

Why it’s important

The resurgence in PC demand can be attributed to several factors. The market has benefitted from a rebound in consumer and commercial spending following the pandemic slowdowns in previous years. Additionally, there has been heightened interest in AI-capable devices, which are increasingly seen as essential for modern computing tasks, although there are some non-AI PC devices. Despite the hype surrounding AI, traditional PC purchases have also contributed significantly to the market’s recovery, reflecting a broader revitalisation of the mature PC market segment.

Computer makers have touted the AI PCs which are specifically designed to run AI tasks. A cycle of new purchases in PCs highlights a positive trend for the industry and signals a renewed cycle of technological upgrades among consumers and businesses. As the market continues to evolve with innovations like AI-driven PCs, manufacturers are poised to capitalise on this momentum to drive further growth and innovation in the coming quarters.


Ashley Wang

Ashley Wang is an intern reporter at Blue Tech Wave specialising in artificial intelligence. She graduated from Zhejiang Gongshang University. Send tips to

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