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Xiaomi's first AI glasses achieved sales beyond expectations after their launch, with a pricing of 1999 yuan still in a loss-making state. The product is equipped with a 12MP camera, open-ear headphones, and other features, and has been stationed in over 10,000 Xiaomi stores and hundreds of optical shops. Facing the Chinese market of 700 million nearsighted people, Xiaomi plans to achieve an annual shipment of 5 million units within three years, promoting the development of smart glasses.

The growth rate of the global AI server market is slowing down, with the expected year-over-year growth rate dropping from 28% to 24.3%. Supply chain uncertainties have increased due to U.S. export controls and geopolitical factors. Despite continued investments by tech giants like Microsoft and Google in AI infrastructure, NVIDIA still dominates the market, but there is a clear trend of companies developing their own AI chips. Self-developed solutions such as Google's TPU are emerging, and companies are also exploring alternatives like AMD. While Blackwell Ultra servers are currently popular, the market outlook has become more complex due to external conditions.

North American large CSPs remain the main driving force behind the demand for AI servers, supported by tier-2 data centers as well as sovereign cloud projects in the Middle East and Europe. Overall demand remains stable. Driven by the demand from North American CSPs and OEMs, it is expected that AI server shipments will continue to grow at double-digit rates in 2025. However, due to changes in the international situation, the year-over-year growth rate of global AI server shipments in 2025 has been revised downward to 24.3%.

Canalys reports a significant increase in global AI PC shipments during the fourth quarter of 2024, with Apple holding a dominant 54% market share.

According to Canalys, in the third quarter of 2024, the global personal smart audio devices market experienced a strong rebound, with total shipments nearing 126 million units, representing a 15% increase year-over-year. This growth trend indicates that the market has successfully emerged from the sluggish state of 2023 and is showing a strong momentum of continuous recovery. All major sub-regions have benefited from this widespread growth, with all major product categories achieving double-digit growth in shipments. Among all markets, India's performance was especially notable, with a shipment increase of 51%, compared to 2023.

According to Canalys data, global AI PC shipments reached 13.3 million units in Q3 2024, accounting for 20% of total PC shipments for the first time. AI PCs are defined as desktops and laptops equipped with chipsets or modules specifically designed to handle artificial intelligence workloads, such as NPUs (Neural Processing Units). With the continuous increase in supply of these devices, AI PC shipments grew by 49% year-on-year. Notably, Windows devices are in A

According to Qunzhi Consulting, the overall demand for robots globally shows a continuous growth trend, with an expected shipment scale of approximately 47 million units in 2024, maintaining a compound annual growth rate of over 20% for the next five years. Furthermore, the revenue scale is expected to reach nearly $128 billion by 2029. Image source note: Image generated by AI, with image licensing provided by Midjourney. In terms of shipment volume, Qunzhi Consulting's data indicates that in 2023, consumer robots accounted for about 81% of the global market shipments, maintaining a long-term dominant position in the robot market.

Recently, the shipment of AI PCs has been rapidly increasing, thanks to the collective efforts of chip manufacturers like Qualcomm, Intel, and AMD. These companies are driving PCs equipped with neural processing units (NPUs) into the mainstream market, enabling AI computing power directly on personal computers. In addition to the consumer market, businesses and developers are also actively seeking to upgrade their computers, making this upgrade cycle one of the largest in history. Image source notes: The image was generated by AI, image licensed from service provider Midjourney.

With Apple launching the AI-enabled iPhone 16 series, the AI smartphone market enters a new phase. Both major global smartphone operating systems have introduced AI smartphone products, offering consumers more choices. A Canalys report forecasts that the rapid development of AI technology will propel the mobile communication industry into a new era. By the end of 2024, approximately 16% of newly shipped smartphones will feature AI capabilities. The AI smartphone market is expected to exceed 1 billion units in cumulative shipments by 2026, driven primarily by advancements in chip technology and growing consumer demand.

At the IFA 2024 exhibition, Intel announced the launch of the Lunar Lake processor series, aiming to reach a target of 100 million AI PC shipments by the end of 2025. Data shows that shipments of AI PCs equipped with Intel Core Ultra processors doubled in the second quarter of 2024, exceeding 15 million units. Canalys predicts that the share of AI PCs in the Windows PC market will increase from less than 10% in 2024 to 30% in 2025.

In Q2 2024, global AI PC shipments reached 8.8 million units, accounting for 14% of total PC shipments, showcasing rapid market growth. AI PCs include desktops and laptops equipped with advanced chipsets, such as NPUs. The Qualcomm Snapdragon X series chips and Copilot+PC signify a new stage in AI PC development. It is expected that shipments will significantly increase in the second half of the year, with total shipments for 2024 projected to reach 44 million units, and it is anticipated to exceed 100 million units by 2025. Apple leads the AI PC market with its Mac products.

The report indicates that global shipments of AI-capable PCs reached 8.8 million units in the second quarter of 2024, with Apple's Mac accounting for 60%, maintaining a leading position in the AI-enabled PC market. In the over $800 market segment, AI-capable PC shipments for Windows increased from 7% in the first quarter to 14%. AI capability is seen as the new standard for PCs, with dedicated AI processing chips provided by AMD, Apple, Intel, and Qualcomm. AI-enabled PCs refer to desktop or laptop computers equipped with AI processing chips, such as Apple.

Consumer GPU shipments grew 32% year-over-year, reaching 9.5 million units. AI PCs are not the primary factor driving the sales growth of GPUs. AMD saw the largest growth in the holiday quarter, while Nvidia maintains market dominance. Analysts expect the market to remain stable, with Nvidia and AMD launching new GPUs.

Ming-Chi Kuo expects Apple's MacBook shipments to decline by 25-35% year-over-year in the fourth quarter. He indicates that the total MacBook shipments for 2022 will see a significant drop of about 30% compared to the previous year. Kuo mentions that the MacBook faces challenges such as the end of work-from-home demand and decreased attractiveness of chip upgrades. He points out that if AI stocks are key suppliers for the MacBook, their performance should be monitored to see if it can offset the decline in MacBook shipments. Kuo advises a cautious outlook on AI stocks that serve as major suppliers for the MacBook.

Qunzhi Consulting predicts that global AI PC shipments will reach 13 million units in 2024. As AI technology develops, the demand for human-computer interaction increases, requiring display panels to provide more added-value features. Key component suppliers are increasing investments in AI PCs, and new product lines for commercial use will emerge. The release of AI CPUs and Windows 12 in 2024 will mark the beginning of large-scale AI PC shipments. From 2025 to 2027, AI PCs are expected to maintain double-digit annual growth rates, becoming mainstream PC products.

According to Guo Mingkai, AMD's AI chip shipments are expected to account for about 10% of Nvidia's by 2024. Microsoft may become AMD's largest AI chip customer, followed by Amazon. Intel is testing AMD's AI chips, and Meta may also become a customer. The primary target market for AMD's AI chips is cloud service providers. By 2025, AMD's AI chip shipments could reach over 30% of Nvidia's.

Canalys predicts that the shipment of AI-compatible personal computers will reach 175 million units by 2027, accounting for over 60%. Dedicated AI chipsets are key to supporting AI personal computers, and major chip manufacturers are accelerating the launch of AI-optimized processors. The demand for high-performance components such as storage, memory, and GPUs will also grow as AI tools upgrade. In 2023, Apple will be the first manufacturer to produce 100% AI personal computers. In 2024, AMD and Intel will accelerate the enhancement of AI capabilities in personal computers.