With the gradual deployment of GenAI at the end-market, MIC senior industry analyst Tseng Chiau-Ling mentioned that processors with over 40 TOPS (Tera Operations Per Second) of computing power are set to be launched primarily in the second half of 2024, meaning that AI PC penetration will remain relatively low throughout 2024. However, the arrival of next-generation AI processors and Arm architecture-based processors in 2025 is expected to push global AI PC penetration to 16.8%, with shipment volumes totaling 44 million units. By 2028, AI PC penetration is forecasted to exceed 60%, with global shipments reaching 163 million units.
 

Regarding AI smartphones, GenAI applications are set to become a major focus for leading smartphone brands in 2024, with integration into flagship and high-end models. Global AI smartphone penetration is projected to hit 13% in 2024, with 156 million units shipped. By 2025, this penetration is expected to rise to 25%, with shipment volumes reaching 303 million units. AI smartphones are anticipated to penetrate mid- and entry-level models by 2026, and global penetration is forecasted to surpass 60% by 2028.