DIGITIMES Research observes that on-device large-scale AI model inference is determined not only by the computing performance of xPU, but also by model compression and memory bandwidth all of which will affect the inference performance of AI PCs.

With many negative factors continuing to haunt global notebook demand and a high comparison base in March, the global top-5 notebook brands' shipments went down 30% on month in April.

Global notebook shipments made a around 5% sequential decline in the fourth quarter of 2023 before enjoying a minor increase in the first quarter of 2024 thanks primarily to robust orders from the eduction procurement sector

After a decline in January volumes, the global top-5 brand saw their combined shipments pick up from a month ago and also a year ago.

Global top-5 notebook brands saw their combined shipments plummet sharply from a month ago in January 2024 as the slow season kicked in and the global economy remains deeply influenced by negative factors.

Global notebook shipments to suffer another 5% decline in 1Q24 after an almost 6% sequential drop in 4Q23.

The global top-5 notebook brands not including Apple saw their combined shipments in November rise 10% from October, while those of the top-3 ODMs also enjoyed growth at a similar level.

Global tablet shipments went up nearly 10% from a quarter ago to reach around 31 million units in the third quarter of 2023, thanks partly to robust seasonal demand.

Global notebook shipments enjoyed a further resumption in the third quarter of 2023, but will fall sequentially in the fourth quarter.

The global top-5 notebook brands not including Apple saw their combined shipments decelerate on month in October, while the top-3 ODMs also suffered the same decline rate in their combined shipments.

Global notebook shipments are likely to expand by a compound annual growth rate (CAGR) of 3% from 2023 to 2028.

Global top-5 notebook brands saw shipment start growing both on-monthly and on-yearly in August 2023.