Gartner defines AI PCs as PCs that are equipped with dedicated AI accelerators or cores, neural processing units (NPUs), accelerated processing units (APUs) or tensor processing units (TPUs), designed to optimize and accelerate AI tasks on the device. This provides improved performance and efficiency in handling AI and GenAI workloads without relying on external servers or cloud services.
GenAI smartphones are designed smartphones equipped with hardware and software capabilities that enable seamless integration and efficient execution of GenAI-driven features and applications on the smartphone. These smartphones are capable of locally running a base or fine-tuned AI model that generates new derived versions of content, strategies, designs and methods. Examples of this include Gemini Nano from Google, ERNIE from Baidu and OpenAI's GPT-4.
"The rapid adoption of on-device GenAI capabilities and AI processors will eventually become a standard requirement for technology vendors," said Ranjit Atwal, Senior Director Analyst at Gartner. "This ubiquity will pose challenges for vendors in differentiating themselves from competitors, making it harder to create unique selling points and drive increased revenues."
Gartner estimates 240 million GenAI smartphones and 54.5 million AI PCs will be shipped by the end of 2024 (see Figure 1). This will represent 22% of basic and premium smartphones and 22% of all PCs in 2024.
Figure 1. AI PCs and GenAI Smartphones Market Share, Worldwide, 2023-2025
Source: พีซี แอนด์ แอสโซซิเอทส์ คอนซัลติ้ง จำกัด
