August 16, 2024 /SemiMedia/ -- As generative AI technology rapidly advances, its application is shifting significantly from the cloud to the edge. According to DIGITIMES, smartphones and personal computers (PCs) are expected to be the first edge AI devices to be mass-produced.

In the AI smartphone sector, DIGITIMES highlights the rapid progress and market expansion of application processor (AP) technology. DIGITIMES predicts that global shipments of AI smartphone APs will reach 260 million units in 2023, indicating strong market demand. Looking ahead, this figure is expected to climb to 800 million units by 2028, with a compound annual growth rate (CAGR) of 65%, signaling continued growth and prosperity in the AI smartphone market.

Meanwhile, the market penetration of AI smartphones is also rising significantly. DIGITIMES predicts that about 240 million AI smartphones will be launched this year, and this number is expected to grow in the coming years. By 2028, AI smartphones are projected to exceed a 50% market penetration rate, becoming a mainstream trend in the smartphone market.

Turning to the AI PC sector, DIGITIMES points out that although PC manufacturers are still in the early stages of promoting AI PCs, the market potential is enormous as technology continues to mature. The report mentions that as PC processors adopt more advanced manufacturing processes, not only is computing performance improved, but power consumption is also reduced, laying a solid foundation for the widespread adoption of AI PCs. Additionally, with Microsoft ending support for Windows 10 and introducing AI products like Copilot, the AI PC market is expected to experience explosive growth around 2025.

DIGITIMES predicts that AI PC processor shipments will reach nearly 50 million units this year, marking the initial formation of the AI PC market. With continued optimization and steady growth in PC hardware and software integration, AI PC processor shipments are expected to increase year by year, reaching 150 million units by 2028, with a CAGR of 39%, showcasing the immense potential and broad prospects of the AI PC market.