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Omdia has released a forecast report stating that AI PCs will account for 60% of shipments by 2027. The report also notes that only 9% of buyers are actually placing orders for AI features; most users' motivation for upgrading remains that their old machines have slowed down or broken. According to the report, the main drivers of rising penetration are the natural replacement cycle and the cost pressure brought by cloud AI token-based billing; 78% of office users use AI multiple times a week, yet only 12% access it through a company account. In addition, memory costs have risen from 15% to nearly 40% of the total bill of materials, becoming a hardware bottleneck for running large models locally.
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Omdia: AI PC shipment share to reach 60% by 2027, but only 9% of buyers purchase for AI featuresDevelopments
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Omdia predicts that AI PCs will account for 60% of shipments in 2027
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Oct 30
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Omdia: AI PC shipment share to reach 60% by 2027, but only 9% of buyers purchase for AI features
Omdia predicts that the share of AI PC shipments will reach 60% by 2027, but only 9% of buyers actually place orders for AI features; most users' motivation for upgrading remains that their old machines have slowed down or broken down. What is driving the penetration rate up is mainly the natural replacement cycle and the cost pressure brought by cloud AI token-based billing. 78% of office users use AI multiple times a week, yet only 12% access it through company accounts. Memory costs as a share of the entire device bill of materials have risen from 15% to nearly 40%, becoming a hardware bottleneck for running large models locally.