14% of PCs shipped globally in Q2 2024 were AI-capable – Canalys

According to the latest Canalys data, 8.8 million AI-capable PCs were shipped in Q2 2024. These devices are defined as desktops and notebooks that include a chipset or block for dedicated AI workloads, such as an NPU. Shipments of AI-capable PCs represented 14% of all PCs shipped in the quarter. With all major processor vendors' AI-capable PC roadmaps now well underway, the stage is set for a significant ramp-up in device availability and end-user adoption in the second half of 2024 and beyond.

Vendor and platform highlights

With its entire Mac portfolio incorporating M-series chips with the Neural Engine, Apple boasts the highest AI-capable PC shipments and share of the portfolio currently. The announcement of Apple Intelligence, which is now in the developer beta stage in the US, brought greater clarity to AI use cases for Mac. When the features go live, they will be compatible with the vast majority of the existing Mac installed base, providing Apple with rapid scaling of users' exposure to its AI experiences.

In the Windows space, AI-capable PC shipments grew 127% sequentially. Lenovo, the highest shipping PC vendor globally, made its foray into Snapdragon X powered PCs with the Yoga Slim 7x and ThinkPad T14s, helping to boost the AI-capable share of its total Windows PC shipments to around 6% in the quarter. This represents a sequential growth of 228% for its AI-capable PC shipments. HP achieved around 8% AI-capable PC share within its Windows shipments, with the launch of the Omnibook X 14 and EliteBook Ultra G1 Snapdragon Copilot+ PCs on top of its broadening offerings of Core Ultra devices across various product lines. Dell had just below 7% of its Windows shipments represented by AI-capable PCs, backed by its strong commercial presence. It launched Copilot+ PCs across its XPS, Latitude and Inspiron lines but with staggered availability.

Read the full press release here.

Canalys