RESEARCH PAPER: The New Era Of The AI PC

December 12, 2023

The PC market has been on quite a rollercoaster the last few years, with chip shortages caused by COVID and buying frenzies to accommodate people’s ability to work from home. That cycle naturally caused the PC industry to surge, at least initially, but then come back down hard, dropping as much as 16% in 2022 and 28% in the fourth quarter of last year.1 Since then, the industry has normalized, with the market back to its normal cadence and companies like Intel2 and AMD3 reporting stronger earnings and upgrading projections for the coming quarter.

You can download the paper by clicking on the logo below:

Companies Cited:

Amazon
AMD
Bing
Blackmagic Design
Cisco
Google
Intel
Meta
Microsoft
NVIDIA
Skylum
Topaz Labs
VideoCom
Qualcomm
XSplit

Anshel Sag

VP & Principal Analyst | + posts

Anshel Sag is Moor Insights & Strategy’s in-house millennial with over 18 years of experience in the IT industry. Anshel has had extensive experience working with consumers and enterprises while interfacing with both B2B and B2C relationships, gaining empathy and understanding of what users really want. Some of his earliest experience goes back as far as his childhood when he started PC gaming at the ripe of old age of 5, building his first PC at 11, and learning his first programming languages at 13.

Patrick Moorhead

Founder, CEO and Chief Analyst | + posts

Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD. He has shared his expertise in areas from silicon to infrastructure to enterprise SaaS and everything in-between in thousands of national broadcast appearances (CNBC, Yahoo Finance), articles (Forbes, CIO), research-based analyses, and podcast episodes. Today, he has 100+ CXO-level advisory clients and is often ranked the #1 technology industry analyst by ARInsights.