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DIGITAL

&

TRENDSAIPCsCHAPTER

01OverviewRevenueofthePCsmarketworldwidefrom2019to2028(inbillionU.S.dollars)RevenueofthePCsindustryworldwide2019-2028300250247.08239.41231.88229.98224.87225.58220.43220.51219.25203.4320015010050020192020202120222023202420252026202720283Description:Theglobalrevenueinthe'PCs'segmentofthedevicesmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal26.6billionU.S.dollars(+12.06percent).Afterthefourthconsecutiveincreasingyear,theindicatorisestimatedtoreach247.08billionU.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):RevenuegrowthofthePCsmarketworldwidefrom2019to2028RevenuegrowthofPCsworldwide2019-202812%10.54%10%8%6%3.25%3.21%4%2.89%2.8%2.27%2%1.16%0.04%2023-0.57%20240%-2%-4%-6%-4.15%202220192020202120252026202720284Description:Theglobalrevenuechangeinthe'PCs'segmentofthedevicesmarketwasforecasttoincreasebetween2023and2028byintotal3.2percentagepoints.Thisoverallincreasedoesnothappencontinuously,notablynotin2026and2028.Theindicatorisestimatedtoamountto3.21percentin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):TechnologyMarketInsightsPersonalcomputer(PC)shipmentsworldwidefrom2006to2023(inmillionunits)GlobalPCunitshipments2006-2023400365.36350.9351.06341.73350316.46313.68308.34309.08290.8287.6830025020015010050284.05272.45269.72262.68262.55259.76241.89239.2102006200720082009201020112012201320142015201620172018201920202021202220235Description:In2023,approximately241.89millionPCswereshippedaroundtheworld,adeclineof14.8percent,withtheeconomicuncertaintyobservedaroundtheworldcitedacontributingfactortowardthisfall.ReadmoreNote(s):Worldwide;2006to2023Source(s):GartnerPCmarketshipmentgrowthworldwidefrom2015to2023PCmarketshipmentgrowthworldwide2015-2023100%80%60%40%20%0%-20%-40%2015201620172018201920202021202220236Description:In2023,PCshipmentsworldwidefellby14.8percent,witheconomictroublesandaPCmarketundergoingasignificantadjustmentperiodcitedkeyfactorsleadingtothisfall.However,inthefourthquarterof2023,PCshipmentsgrewby0.3percentascomparedtothesamequarterofthepreviousyear,thefirstincreaseinquarterlyshipmentsaftereightstraightquartersofdecline.ReadmoreNote(s):Worldwide;2015to2023Source(s):GartnerAI-capablePCshipmentsworldwidefrom2024to2028(inmillionunits)AI-capablePCshipmentsworldwide2024to20282502052001501004850020242028*7/statistics/1461963/ai-pc-shipmentsThePCmarketisexpectedtoobserverapidgrowthintheproportionofPCscapableofhandlingartificialintelligence(AI)directlyonthedevice.Asaresult,AI-capablePCshipmentsareforecasttogrowfrom48millionin2024to205millionin2028.

ReadmoreNote(s):Worldwide;2024;*Forecast.ReadmoreSource(s):CanalysAI-capablePCshareofPCshipmentsworldwidefrom2022to2027AI-capablePCshareofPCshipmentsworldwide2022-202770%60%60%53%50%40%30%20%10%0%37%19%10%9%202220232024*2025*2026*2027*8Description:ThePCmarketisexpectedtoobserverapidgrowthintheproportionofPCscapableofhandlingartificialintelligence(AI)directlyonthedevice.TheshareofAI-capablePCsamongtotalPCshipmentsisforecasttogrowfrom19percentin2024to60percentby2027.ReadmoreNote(s):Worldwide;2022to2023;*Forecast.ReadmoreSource(s):CanalysCHAPTER

02MarketsinfluencedSemiconductormarketrevenueworldwidefrom2020to2025,byendmarket(inbillionU.S.dollars)Semiconductormarketrevenueworldwide2020-2025,byendmarketSmartphonePersonalcomputingConsumerelectronicsAutomotiveIndustrialelectronicsWiredandwirelessinfrastructureServers,datacenters,andstorage80070060050040030020010001366094785074763851405010474796089107100146117104202020232025*10Description:By2025,oneoftheleadingendmarketswithintheglobalsemiconductorindustryisexpectedtobesmartphones,particularlythecontinueddevelopmentofimagesensorsandedgeartificialintelligence(AI)processorsinsuchdevices.In2023,thesmartphonesemiconductormarketwasvaluedat104billionU.S.dollars,withprojectionssuggestingthisislikelytoriseto146billionU.S.dollarsby2025.ReadmoreNote(s):Worldwide;2020to2023;*Forecast.Thesourcecalculatedthesemiconductormarketsizebyapplicationbasedonindustrybasedonexternalresearchofmarketoutlook.

ReadmoreSource(s):ASMLArtificialintelligence(AI)marketdividegloballyin2023withforecastto2030,bysegment(inbillionU.S.dollars)MarketsizeofAItechnologiesworldwide2020-2030,bysegmentComputerVisionAIRoboticsMachineLearningAutonomous&SensorTechnologyNaturalLanguageProcessing80070060050040030020010002020202120222023202420252026202720282029203011Description:MachinelearningremainsthelargestsegmentoftheAImarketin2023andisexpectedtocontinueassuchuntilatleast2030.ThisstemsinlargepartfromthemachinelearningsegmentbeingthemostprolificandsimpleAItocreate.Itssubcategory,deeplearning,isconsiderablymorecomplexbutconstitutessomeofthemostinfluentialchatbotscreatedin2022and2023,furthercementingitsmarketimportance.ReadmoreNote(s):Worldwide;August2023Source(s):TechnologyMarketInsightsGenerativeartificialintelligence(AI)marketsizeworldwidefrom2020to2030(inbillionU.S.dollars)GlobalgenerativeAImarketsizefrom2020to2030250200150100206.95181.9156.85131.8110.0788.35202566.62202444.8950023.17202211.2520215.67202020232026202720282029203012Description:ThegenerativeAImarketisexpectedtogrowbyleapsandboundsbetween2023and2030.Itstoodatjustunder45billionU.S.dollarsattheendof2023,nearlydoublethesizeof2022.Thisgrowthofnearly20billionU.S.dollarsannuallyisexpectedtocontinueuntiltheendofthedecade.ReadmoreNote(s):Worldwide;August2023Source(s):Artificialintelligence(AI)chipmarketrevenueworldwidefrom2023to2033(inbillionU.S.dollars)AIchipmarketrevenueworldwide2023-2033400350300250200150341260198151115881006751395003023202320242025*2026*2027*2028*2029*2030*2031*2032*2033*13Description:In2023,theartificialintelligence(AI)chipmarketreached23billionU.S.dollars.Thisfigureisforecasttoincreaseto30billiondollarsbytheendof2024asthehypearoundAIapplicationscontinuestogrow,withlongerforecastssuggestingthemarketwillapproach150billionU.S.dollarsin2023.ReadmoreNote(s):Worldwide;2023to2024;*Forecast.ReadmoreSource(s):Market.usNeuromorphiccomputingmarketrevenueworldwidefrom2022to2032(inbillionU.S.dollars)Neuromorphiccomputingmarketrevenueworldwide2022-203235302520151029.223.419.216.113.211.69.77.86.15.14.2502022202320242025*2026*2027*2028*2029*2030*2031*2032*14Description:In2023,theneuromorphiccomputingmarketreached5.1billionU.S.dollars.Thisfigureisforecasttoincreaseto6.1billiondollarsbytheendof2024asthehypearoundAIapplicationscontinuestogrow,withlongerforecastssuggestingthemarketwillapproach30billionU.S.dollarsin2032.ReadmoreNote(s):Worldwide;2022to2024;*Forecast.ReadmoreSource(s):Market.usSemiconductorintellectualproperty(IP)marketrevenueworldwidefrom2022to2032(inbillionU.S.dollars)SemiconductorIPmarketrevenueworldwide2022-203212108611.310.59.89.38.78.44207.97.36.86.462022202320242025*2026*2027*2028*2029*2030*2031*2032*15/statistics/1264060/semiconductor-ip-market-size-worldwideThesemiconductorintellectualproperty(IP)marketwasworth6.4billionU.S.dollarsin2023andissettoriseto6.8billionU.S.dollarsby2024.MajorplayersinthemarketincludethelikesofArmHoldings,Synopsys,andCadenceDesignSystems.

ReadmoreNote(s):Worldwide;2022to2024;*Forecast.ReadmoreSource(s):Market.usCHAPTER

03CompaniesPersonalcomputer(PC)vendorshipmentsworldwidefrom2006to2023(inmillionunits)PCvendorshipmentsworldwidefrom2006-2023LenovoHPInc.DellAppleAsusAcerOthersToshiba40035030025020015010050020062007200820092010201120122013201420152016201720182019202020212022202317Description:In2023,LenovowastheleadingPCvendorintheworldintermsofunitshipmentswith59.7millionPCsshipped.HPInc.rankedsecondwith52.9millionPCunitshipments,whileDellcameinatthirdon40.2millionshipments.ReadmoreNote(s):Worldwide;2006to2023Source(s):GartnerPersonalcomputer(PC)vendorshipmentshareworldwidefrom2006to2023PCvendorshipmentshareworldwide2006-2023LenovoHPInc.DellAppleAsusAcerOthers120%100%80%60%40%20%0%20062007200820092010201120122013201420152016201720182019202020212022202318Description:Theoverallmarketleaderintheglobalpersonalcomputermarketin2023wasLenovowithamarketshareof24.7percentwithHPInc.inatsecondwitha21.9percentshare.Intermsofunitshipments,Lenovorecorded59.7million,whileHPInc.hadaround52.9million.ReadmoreNote(s):Worldwide;2006to2023Source(s):GartnerPersonalcomputer(PC)vendorshipmentsworldwidefrom2009to2023,byquarter(inmillionunits)PCvendorshipmentsworldwide2009-2023,byquarterLenovoHPInc.DellAppleAsusAcerOthersToshiba120100806040200Q1

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'2319Description:Lenovoshipped16.21millionpersonalcomputersduringthefourthquarterof2023,surpassingHP's13.95millionshipmentsinthatsamequarterandretainingitspositionasmarketleader.Delloccupiesthethirdplaceonthelist,shippingnearly10millionPCs.Thereisagrowingtrendofconsolidation,withHP,Lenovo,andDelltakingupanincreasingPCmarketshare.ReadmoreNote(s):Worldwide;2009to2023Source(s):Gartner;Gizchina;HardwareZone;MacR;VentureBeatPersonalcomputer(PC)vendorshipmentshareworldwidefrom2011to2023,byquarterPCvendorshipmentshareworldwide2011-2023,byquarterLenovoHPInc.DellAppleAsusAcerOthers100%90%80%70%60%50%40%30%20%10%0%Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4'11'11'11'11'12'12'12'12'13'13'13'13'14'14'14'14'15'15'15'15'16'16'16'16'17'17'17'17'18'18'18'18'19'19'19'19'20'20'20'20'21'21'21'21'22'22'22'22'23'23'23'2320Description:Inthefourthquarterof2023,Lenovo'smarketshareofglobalPCshipmentsstoodat25.6percent,whilstHPInc.tooka22percentshareofthemarket.

ReadmoreNote(s):Worldwide;2011to2023Source(s):Gartner;Gizchina;HardwareZone;MacR;VentureBeatChromebookvendorshipmentsworldwidefrom2019to2023,byquarter(inmillions)Chromebookvendorshipmentsworldwide2019-2023,byquarterAcerHPDellLenovoAsusOthersSamsung16.014.012.010.08.06.04.02.00.0Q3'19Q4'19Q1'20Q3'20Q4'20Q1'21Q2'21Q3'21Q4'21Q1'22Q2'22Q3'22Q4'22Q2'23Q3'2321Description:Inthethirdquarterof2023,AcerwastheleadingChromebookvendorworldwide,shippingcloseto900,000units.ItwasfollowedbyHPandDell,withbothcompany'sshippingaround670,000Chromebooksinthethirdquarterof2023.

ReadmoreNote(s):Worldwide;Q32019toQ32023Source(s):CanalysChromebookvendorshipmentshareworldwidefrom2019to2023,byquarterChromebookvendorshipmentshareworldwide2019-2023,byquarterAcerDellHPLenovoAsusOthersSamsung100%90%80%70%60%50%40%30%20%10%0%Q32019

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Q3202322Description:Inthethirdquarterof2023,AcerwastheleadingChromebookvendorworldwideintermsofshipments,accountingfora25.3percentshareofthemarket.OthernotableChromebookvendorsincludethelikesofDell,HP,andLenovo.

ReadmoreNote(s):Worldwide;Q32019toQ32023Source(s):CanalysCHAPTER

04Specialfocus:AIPCprocessorsIntelquarterlyrevenuefrom2021to2023,bysegment(inbillionU.S.dollars)Intelquarterlyrevenue2021-2023,bysegmentClientComputingMobileyeDataCenterandAIAcceleratedComputingSystemsandGraphicsNetworkandEdgeIntelFoundryServicesAllother2520151050Q12021Q22021Q32021Q42021Q12022Q22022Q32022Q42022Q12023Q22023Q32023Q4202324Description:Inthefourthquarterof2023,Intelreportednetrevenuefiguresofaround15.41billionU.S.dollars,anincreasefromthepreviousquarterwhererevenuesamountedto14.16billionU.S.dollars.Thecompany'sClientComputingsegmentgeneratedaround8.84billionU.S.dollarsofthistotalduringthequarter.ReadmoreNote(s):Worldwide;2021to2022Source(s):IntelAMDsegmentrevenueworldwidefrom2021to2023,byquarter(inmillionU.S.dollars)AMDsegmentrevenueworldwide2021-2023,byquarterDataCenterClientGamingEmbedded7,0006,0005,0004,0003,0002,0001,0000Q2'21Q3'21Q4'21Q2'22Q3'22Q4'22Q1'23Q2'23Q3'23Q4'2325Description:Inthefourthquarterof2023,AMD'sleadingbusinesssegmentsincludedDataCenterandGaming,generating2.28billionU.S.dollarsand1.37billionU.S.dollars,respectively.AMDgeneratedaround6.17billionU.S.dollarsinrevenueintotalduringthequarter.ReadmoreNote(s):Worldwide;2021to2023Source(s):AMDDistributionofIntelandAMDx86computercentralprocessingunits(CPUs)worldwidefrom2012to2024,byquarterShareofIntelandAMDx86computerCPUsworldwide2012-2024,byquarterIntelAMD90%80%70%60%50%40%30%20%10%Q1

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2812684116116991111125257377667390Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q42019

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202428Description:InthefourthquarterofNvidia's2024fiscalyear,revenuefromdatacentersamountedto18.4billionU.S.dollars,adramaticincreasefromthe3.6billionU.S.dollarsthecompanygeneratedinthissegmentinthesamequarteroflastyear.Nvidia’stechnologiesarebeingdeployedforacceleratedcomputingandgenerativeAIapplications,notablyChatGPT.ReadmoreNote(s):Worldwide;FY2019to2024Source(s):NvidiaPCgraphicsprocessingunit(GPU)vendorshipmentshareworldwidefrom2009to2023,byquarterPCGPUvendorshipmentshareworldwide2009-2023,byquarterIntelAMDNvidia80%70%60%50%40%30%20%10%0%Q2

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202329Description:Asofthefourthquarterof2023,IntelwasthebiggestvendorinthePCGPUmarketworldwide,occupying67percentofthemarket.AMDoccupied15percentofthemarket,whileNvidiatookamarketshareof18percent.

ReadmoreNote(s):Worldwide;2009to2023Source(s):JonPeddieResearchRankingofleadinghigh-endvideocardPassMarkperformancescoresasofFebruary2024Rankingofhigh-endgraphicscardPassMarkperformancescoresworldwide2024PassMarkscore15,000

20,00005,00010,00025,00030,00035,00040,00038,81345,000GeForceRTX4090GeForceRTX4080SUPERGeForceRTX408034,67634,634GeForceRTX4070TiSUPERGeForceRTX4070Ti31,98431,74331,600Radeon610MRyzen97945HX3DRadeonRX7900XTX30,94930,67329,80629,501GeForceRTX4070SUPERGeForceRTX3090TiRadeonPROW790030Description:AsofFebruary2024,theGeForceRTX4090achievedthebestPassMarkperformancescoreamonghigh-endvideocardswithascoreof38,813.GeForceisabrandofGPUsdesignedbyNvidia.

ReadmoreNote(s):Worldwide;February2024Source(s):PassMarkQualcommQCTsegmentrevenueworldwidefromFY2019toFY2023,byproduct(inmillionU.S.dollars)QualcommQCTsegmentrevenueworldwide2019-2023,byproductHandsetsRFFE*AutomotiveIoT40,00035,00030,00025,00020,00015,00010,0005,00007,3531,5095,9401,8725,0569754,1583,02628,8152,7281,4786446402,36222,570202316,830202110,4619,79320192020202231Description:Inthe2023fiscalyear,Qualcommgeneratedover22billionU.S.dollarsinrevenuefrommobilehandsetsalesalone.TheQCTsegment,whichfeaturesanarrayofproducts,placesQualcommasoneoftheleadingsuppliersanddevelopersofintegratedcircuitsandsystemsoftwarebasedontechnologiessuchas3G,4G,and5G.ReadmoreN

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