RESEARCH PAPER: The New Era Of The AI PC

By Anshel Sag, Patrick Moorhead - 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:

Table Of Contents:

  • Executive Summary
  • The PC Market And AI PC
  • AI PC Applications And AI PC Future
  • Call To Action
  • Figure 1: Global PC Shipments – Canalys Quarterly 2020-2023

Companies Cited:

  • Amazon
  • AMD
  • Bing
  • Blackmagic Design
  • Cisco
  • Google
  • Intel
  • Meta
  • Microsoft
  • NVIDIA
  • Skylum
  • Topaz Labs
  • VideoCom
  • Qualcomm
  • XSplit
VP & Principal Analyst | Website | + posts

Anshel Sag is Moor Insights & Strategy’s in-house millennial with over 15 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 while building his first PC at 11 and learning his first programming languages at 13.

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Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights)  in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors. He has 30 years of experience including 15 years of executive experience at high tech companies (NCR, AT&T, Compaq, now HP, and AMD) leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.