internetvideopoker|Canalys：英特尔计划未来两年内出货1亿台AI PC

News from DoNews5 on July 7thInternetvideopokerAt the recent Intel Vision 2024 conference, Intel unveiled an ambitious plan to revive the PC market before the biggest replacement in decades. Intel experienced the transformation from a chip company to an one-stop systems company, trying to let customers understand that AI is ubiquitous in order to be invincible in the competition.

AI is fueling the largest PC update in decades, driven by unprecedented installed capacity and age, imminent software phase-out due to the impending retirement of Windows 10, and rapid growth across client devices, edge infrastructure, and data centers, and growing corporate demand for AI capabilities.

These factors will trigger a wave of PC updates over the next 24 months, with both OEM and chip giants betting heavily on AI to stimulate consumers' sense of urgency to update their devices.

Ecosystem expansion and scale are Intel's greatest advantages

In order to promote the application of its AI hardware, Intel launched the AI PC acceleration program, which aims to attract hundreds of independent software vendors (ISV), hardware manufacturers and developers to participate. The goal is to ensure that the new generation of AI applications running on Intel processors have strong software compatibility and optimized performance.

The plan will introduce more than 300 AI-centric features to the market in 2024InternetvideopokerThese features focus primarily on collaboration and design / creative tools, but also include professional tools such as improved mobile device management and threat detection Intel's key advantage in this respect lies in its scale. Among the PC currently used, eight Chengdu has Intel chips.

As a market maker, Intel is in a better position to collaborate in ecosystems because when these ISV must give priority to optimized systems, they tend to choose partners with the largest share of PC installed capacity and a deep-rooted history in the industry. Intel plans to ship more than 100 million Core Ultra chips within two years and sees the plan as a key driver.

While this can lead to a surge in AI workloads running locally on PC, there are some limitations. Many features cater to the needs of the mass market, such as the benefits AI brings to collaborative applications.

However, the initial adoption focused more on niche markets of interest to budget holders who are concerned about TCO, security and manageability than on end users. In addition, productivity-focused software providers, Microsoft, are still developing their own end-to-side AI applications.

Given that the average brain worker spends most of his time using Office 365 applications, once Microsoft integrates some of the end-to-side new features, AI PC adoption will be greatly increased.

Intel's AI PC strategy comes after years of declining market share in key markets. Since Apple began its transition from Intel chips to self-developed chips in 2020, Intel has lost 6% of its market share in notebook shipments to corporate customers.

AMD and Qualcomm are also increasingly pressing to compete with Intel in the commercial PC field. Despite the fierce competition, Intel still has a strong influence. 80% of enterprise notebook computers use Intel chips.InternetvideopokerIn his market segment, Intel's share has been relatively stable.

One-stop service makes AI everywhere.

Intel's transformation from a pure chip maker to an end-to-end systems company has had a significant impact not only on the PC market, but also on the broader ecosystem of enterprises, developers, and consumers. The belief driving Intel's AI PC strategy is that an open ecosystem and a "small" customized language model will be the key to achieving a transformative AI experience.

In addition to providing AI PC, Intel also provides local solutions for edge computing, namely AI nodes and clusters, for enterprises, and "super clusters" for data centers. At the core of this product is Intel's new Gaudi3 AI Accelerator, which will be the main product for large-scale construction of AI.

In addition to building cutting-edge hardware for AI applications, Intel has developed a search-enhanced generation (RAG) feature that allows companies to apply AI models to their own data. The combination of Intel's new edge platform and Gaudi3 AI Accelerator will provide enterprises that want to use their own data and AI models in end-to-side devices or servers.InternetvideopokerTo provide a solid foundation.

Highlight unmet and clear customer needs

There is no doubt that Intel's vision for the future of PC is ambitious and forward-looking. By injecting AI functions into its hardware and software portfolio, it is committed to positioning PC as an important strategic asset for enterprises to help enterprises navigate the ever-changing computing environment.

At the heart of Intel's strategy is the assumption that every business leader wants to integrate AI into the entire organization. Most companies, especially large ones, see AI as one of the most transformative technologies, so Intel's plan is sound. However, there are also some obstacles and potential after-sales dangers in the adoption process, which must be resolved.

Excellent products should meet the unmet and undefined needs of customers. For now, both customers and sellers are largely unclear about the value that AI PC may create. Customers don't know exactly what AI can do and what quantifiable benefits they can bring from deploying AI. So far, the entire PC industry has not been able to fully answer these questions.

To really take advantage of the upcoming PC update supercycle, vendors and their partners need to do much more than further demonstrate the performance and hardware capabilities of their AI PC. Participants must be able to articulate a clear and compelling direction, resonate with companies in various industries, and accurately describe how AI PC can effectively drive business results, simplify workflows, and increase productivity and innovation efficiency.

At the same time, manufacturers also need to strive to reduce the cost of holding AI PC, improve security and improve manageability.