How will AI PCs impact future profitability of Windows PC OEMs?

After seven consecutive quarters of contraction, PC revenue among TBR’s benchmarked devices vendors returned to growth in 1Q24, expanding at an estimated 2.6% year-to-year. The long-awaited rebound in the market centers on PCs purchased during the pandemic reaching the end of their useful lives as well as increasing macroeconomic confidence on the part of commercial organizations. 

However, PC OEMs across the industry are bullish on the opportunity presented by on-device AI, believing that the advent of the AI PC will drive an accelerated generational refresh cycle in an otherwise commoditized PC market. As such, OEMs are investing heavily in the development and sale of AI PCs based on the most cutting-edge processors from companies such as Intel, AMD and Qualcomm. 

Join Senior Analyst Ben Carbonneau and Research Analyst Alek Maxfield on Thursday, Aug. 22, 2024, at 1 p.m. EDT/10 a.m. PDT for a discussion detailing trends in the devices market, developments around AI PCs, and TBR’s expectations for the next major PC refresh cycle. 

In this FREE session you’ll learn: 

• Findings from TBR’s most recent Devices Benchmark, such as what year-to-year PC revenue growth means for refresh cycles 

• AI PC developments: What we are seeing from PC OEMs and silicon providers and whether AI PCs are driving demand as fast as OEMs want 

• TBR’s perspective on the next major PC refresh cycle, including how AI PCs will impact future profitability of Windows PC OEMs  

• Expectations for Intel, AMD and Qualcomm's fight for share in the emerging Copilot+ PC category