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明年 AI PC 整体市占率 冲向五成
Jing Ji Ri Bao· 2025-09-28 23:21
Group 1 - The core viewpoint of the articles indicates that AI PCs are expected to dominate the market, with a projected market share exceeding 50% by 2026, driven by their superior pricing compared to traditional PCs [1][2] - Gartner forecasts that global AI PC shipments will reach 77.8 million units in 2025, with a market share of 31%, and will further increase to 143 million units and a market share of 55% by 2026 [1] - The transition from x86 architecture to Arm architecture in consumer PCs is anticipated, as Arm-based PCs are expected to gradually resolve software ecosystem support issues, although the commercial PC market will continue to favor x86 Windows PCs for the foreseeable future [1] Group 2 - Qualcomm is positioning itself in the PC market by launching the Snapdragon X series, targeting the $600 price segment for Copilot+ PCs, with expectations to expand its market presence significantly [2] - Major brands such as ASUS, Acer, Dell, HP, and Lenovo are actively developing related devices, with projections indicating over 100 models will be available by 2026 [2]