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The launch of AI PCs has not significantly impacted notebook shipments for the second half of 2024. Supply chain estimates indicate that shipments will remain consistent with the first half of the year, showing limited growth potential. This stagnation suggests that the anticipated peak season effect may not materialize as expected.
Despite the initial excitement surrounding AI PCs, the market response has been tepid. Companies like Asus are forecasting modest growth in PC shipments, indicating a cautious outlook for the remainder of the year. The overall uncertainty in the notebook market raises questions about the long-term viability of AI integration in consumer devices.
• AI PCs have limited impact on notebook shipments in 2H24.
• Asus forecasts only modest growth in PC shipments for 2024.
The launch of AI PCs has not led to the expected increase in notebook shipments.
The supply chain's estimates indicate stagnant shipment levels despite new product launches.
Asustek is involved in the development of AI PCs and forecasts modest growth in PC shipments.
Compal's role in the notebook supply chain is crucial, especially during periods of fluctuating demand.
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