Over 25% of Laptop PCs Shipped in 2024 Were GenAI Capable

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Jan 20, 2025
  • The global PC market had a relatively healthy shipment growth in Q4 2024, driven by AI PCs, year-end holiday season and subsidies in China.

  • Lenovo continued to lead the PC market in 2024 with 4.6% growth, followed by HP, Dell and Apple. Asus and Acer’s growth was relatively healthy.

  • AI laptops continued to gather steam in 2024 with AMD, Qualcomm and Intel driving CoPilot+ laptop PCs and NVIDIA driving GenAI-capable high-performance laptop PCs.

  • AI laptops are poised to capture close to 60% of the total laptop market in 2025.

Seoul, Beijing, Buenos Aires, Hong Kong, London, New Delhi, San Diego, Taipei, Tokyo – January 20, 2025

The global PC market had a 3.7% YoY shipment growth in Q4 2024, thanks to the year-end holiday season and China’s subsidy policy, according to Counterpoint’s preliminary data. Besides, there was a steady flow of PC orders from enterprises, which was driven by ongoing corporate IT upgrades before the end of Windows 10 support by October 2025. For the full year of 2024, PC vendors shipped 253 million PCs, up 2.6% from 2023, thanks to both the impending end of Windows 10 support and the first wave of AI PCs in H2 2024. We believe the PC market has recovered to normal seasonality and entered a new phase after the launch of AI PCs in 2024.

Source: Counterpoint Research

PC brands introduced several AI PC solutions in 2024, starting with models based on Qualcomm’s Snapdragon X Elite series, followed by AMD’s Strix Point and Intel’s Lunar Lake. Lenovo, Asus and Acer showed healthy growth above the market average. HP saw flattish growth, while Apple grew modestly after a weak first half offset by the launch of the new MacBook Pro in the year-end. Dell had a tough year with little activity on the enterprise side. We expect 2025 to be a good year for PC brands as the commercial markets increase their orders as a result of the sunset of Windows 10 and the increased model offerings for AI PCs.

Senior Analyst William Li said, “Overall, PC vendors’ market share in 2024 remained largely unchanged. But competition among chip vendors in the AI PC segment is intensifying with the entry of Qualcomm, AMD’s growing traction, Intel’s downturn and a potential new entrant with an Arm-based solution later this year. GenAI PC capability driven by Microsoft and chip vendors is set to put some life back into the PC segment.”

AI Advanced laptops PCs are basically Microsoft CoPilot+ computers sporting a powerful NPU, and AI-capable laptop PCs powered by NVIDIA’s RTX 3000/4000 series GPUs, which can run GenAI applications on the device efficiently. Together, they have already captured 27% of the global laptop PC market in their first year of rollout. In 2025, AI laptops are poised to capture close to 60% of the total laptop market. The $1,000+ laptops, by default, will have on-device GenAI capabilities, which will also diffuse down to mid-tier PCs both in terms of hardware and support, accelerating the shipments of such laptops in 2025. The AI ecosystem on the software and application sides will continue to mature this year, with the Agentic AI proliferating.

Background

Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media, and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects, and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

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Jan 20, 2025

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