Apple becomes the biggest winner in the AI PC market, with shipments surging in Q4 2024, capturing 54% market share

Why It Matters Apple's leading position in the AI-capable PC market will further consolidate its market share in the high-end consumer electronics and enterprise solutions sectors. Lenovo and HP are also maintaining their competitiveness in the market in response to the development of AI technology, indicating that the entire PC industry is moving towards greater intelligence. Background Story According to a Canalys report, the AI-capable PC market is expected to grow significantly in 2024, with 17% of all shipped PCs supporting AI. Apple updated most of its Mac product line last October, launching the MacBook Pro equipped with the M4 chip and updating the MacBook Air models with M2 and M3 chips, doubling the base memory to 16GB. The 10% tariff imposed by the Trump administration on Chinese imports is creating uncertainty for the United States, the world's largest PC market, which may affect consumer demand and upgrade cycles. What Happened Apple became the biggest winner in the growing AI PC market in 2024, dominating with a 54% market share. In the fourth quarter of 2024 alone, 15.4 million AI PCs were shipped, an 18% increase from the previous quarter, indicating that consumers and businesses are increasingly adopting such products. Apple's Mac revenue reached $8.99 billion last quarter, exceeding Wall Street expectations. What's Next To expand sales by simplifying partner tiers and providing better customer service, Apple is set to launch the Apple Partner Network later this year. The end of support for Windows 10 is expected to further drive market demand for AI PCs. AI PCs accounted for 23% of total PC shipments in the fourth quarter of 2024, and this trend is expected to continue, further driving market growth. What They Are Saying Canalys analyst Kieren Jessop stated, "Apple performed strongly in the fourth quarter of 2024, achieving a total PC market share of 10.2%, and 45% in the AI-capable PC market." "A survey conducted in 2025 showed that with the end of support for Windows 10 becoming a major upgrade driver, one-third of respondents cited this as their primary motivation for updating their PCs." Mentioned Stocks AAPL Apple MSFT Microsoft References Apple Leads AI-PC Market as Mac Sales Surge, Canalys Reports 苹果在 2024 年第四季度的出货量激增，领先于 AI 可用 PC 市场