The global PC market is poised for a robust rebound in 2024, according to a new analysis by Canalys. Following a challenging 2023 marked by political and economic turbulence, the sector is expected to experience an 8% growth. This optimistic forecast is primarily attributed to several key factors including a new Windows refresh cycle and the introduction of AI-capable and Arm-based devices. The emergence of these technologies is set to redefine user expectations and drive demand.
A Catalyst change for Windows 12
The anticipated release of Windows 12, rumored for June 2024, is generating considerable interest. Although not officially announced by Microsoft, expectations are high for this new operating system. Predicted to feature a revamped user interface and enhanced support for cloud and edge-based AI functionalities, Windows 12 could significantly impact both personal and professional computing landscapes. Its alignment with burgeoning AI capabilities is particularly noteworthy, as it may shift consumer focus from traditional performance metrics to more innovative functionality subsets. This shift could potentially spur a wave of upgrades as users seek to leverage AI for various tasks.
The rise of arm and advances in hardware
The entry of Arm into the laptop segment is another development worth watching. Qualcomm’s X Elite chip, with its promising balance of high performance and energy efficiency, could revolutionize the market. If these chips deliver on Qualcomm’s performance claims, they could be a major selling point for laptops in 2024, especially when combined with Windows 12 and enhanced AI functionalities.
The desktop PC and gaming markets are also set for a major uplift in the latter half of 2024. Key players like Nvidia, AMD, and Intel are expected to unveil new graphics card families. Additionally, Intel’s Arrow Lake and 14th Gen 65W processors, along with AMD’s Zen 5 chips, are slated for release. These launches signify a comprehensive refresh of the desktop PC market, promising enhanced performance for PC gamers and enthusiasts.
A bright horizon for PC markets
Overall, the convergence of several factors – the launch of Windows 12, advancements in AI, competitive Arm options, and new desktop products – in conjunction with an improving global economic landscape, bodes well for the PC market in 2024. The potential resolution of ongoing global conflicts like the Ukraine and Middle East wars could further stabilize the market. With these developments, 2024 is shaping up to be a landmark year for the global PC industry, offering exciting prospects for consumers and businesses alike.
