In 2024, the share of AI PCs and genAI basic and premium smartphones will be 22 per cent.
Gartner estimates that 240 million GenAI smartphones and 54.5 million AI PCs will be shipped by the end of 2024. Gartner defines AI PCs as PCs equipped with dedicated AI accelerators or cores, Neural Processing Units (NPUs), Accelerated Processing Units (APUs) or Tensor Processing Units (TPUs) to optimise and accelerate AI tasks on the device. This ensures improved performance and efficiency when processing AI and GenAI workloads without having to rely on external servers or cloud services.
GenAI smartphones are smartphones equipped with hardware and software features that enable seamless integration and efficient execution of GenAI-driven functions and applications on the smartphone. These smartphones are capable of running a basic or fine-tuned AI model locally that generates new derived versions of content, strategies, designs and methods. Examples include Google’s Gemini Nano, Baidu’s ERNIE and OpenAI’s GPT-4.
“The rapid adoption of GenAI capabilities and AI processors on devices will become a standard requirement for technology providers,” says Ranjit Atwal, senior director analyst at Gartner. “This ubiquity will challenge vendors to differentiate themselves from their competitors, making it more difficult to create differentiators and drive revenue.”