Apple Macs Dominate AI-Capable PC Shipments, But Windows is Gaining Ground
Recent data from market analyst firm Canalys reveals that Apple's Mac computers are currently leading the charge in AI-capable PC shipments, but Windows machines are quickly closing the gap.
Key Findings:
- AI-capable PCs accounted for 14% of all computer shipments in Q2 2024
- 8.8 million AI-capable PCs were shipped worldwide during this period
- Apple Macs made up 60% of AI-capable PC shipments
- Windows AI PCs grew 127% quarter-over-quarter, now holding 39% market share
What Defines an AI-Capable PC?
Canalys defines an AI-capable PC as a desktop or notebook with a dedicated chipset or block designed to run on-device AI workloads. Examples include:
- Apple's Neural Engine
- AMD's XDNA
- Intel's AI Boost
- Qualcomm's Hexagon
Apple's Built-In Advantage
Apple's dominance in this space can be largely attributed to the company's transition to its custom M-series chips, which began in November 2020. All M-series processors include a dedicated Neural Engine, making AI capabilities a standard feature across the Mac lineup.
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| M3 MacBook Air showcasing Apple's advanced AI capabilities with its M-series chip |
Windows Manufacturers Catching Up
While Apple had a head start, Windows PC manufacturers are rapidly introducing AI-capable models:
- Lenovo leads with models like the Yoga Slim 7x and ThinkPad T14s
- HP has launched the Omnibook X 14 and EliteBook Ultra G1
- Dell introduced Copilot+ PCs across its Latitude, Inspiration, and XPS lines
Market Projections
Canalys predicts strong growth in the AI PC market:
- Estimated 44 million AI-capable PCs to ship in 2024
- Projected 103 million units to ship in 2025
The Future of AI in Personal Computing
As AI workloads become more prevalent in mainstream applications, we can expect to see neural processing units (NPUs) integrated into a wider range of PCs. This shift is driven by:
- Enterprise demand for future-proof hardware
- Microsoft's push for AI integration with features like Copilot
- Increasing availability of AI-capable chips from Intel and AMD
While the current AI-capable label may seem like marketing hype to some, it's clear that the PC industry is betting big on AI as the next major evolution in personal computing.
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| Engaged user working on an AI-capable PC in a cozy environment, symbolizing the future of personal computing |