AI isn’t driving Microsoft Copilot+ PC sales, but the need for a future-proof device is


What you need to know

  • According to IDC, the growing shipment of AI PCs isn’t driven by the AI capabilities in these devices but by the consumer’s need to upgrade and purchase future-proof devices.
  • The institution claims the marketing strategy for AI PCs doesn’t categorically spell out the importance of these AI capabilities, highlighting specific use cases. 
  • Tablet sales are also expected to grow by 7.2% due to a refresh cycle and project investments in 2024 compared to traditional PCs, but the hype will be short-lived as smartphones become more powerful and the tablet’s capabilities continue to be limited compared to the PC. 

The PC market is well on its way to recovery post the COVID-19 pandemic, especially after global shipments have grown by 3% consecutively in Q1 and Q2 of 2024 — translating to 64.9 million units. Market analysts and experts predict more growth, attributed an AI PC jolt, Windows 10’s end of support in October 14, 2025, and more.

However, new research by the International Data Corporation (IDC) indicates that it’s not the built-in AI capabilities that drive global PC shipments. On the contrary, the institution claims the broad adoption of AI PCs, specifically Microsoft’s Copilot+ PCs, is driven by the sole need to buy new computers coupled with the desire to upgrade existing laptops. 



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