The Blooming AI PC Processor Market: A $35 Billion Opportunity by 2029

In our latest market research, we project the AI PC processor market to skyrocket to $35 billion by 2029, experiencing a robust CAGR of 42%. Notably, this growth will be led by notebook AI PC processors, which are set to expand at an impressive 45% CAGR, while desktop AI PC processors will grow at a steady 26% CAGR.

This rise in AI processing capability within personal computers reflects a profound shift in how we define "AI PC processors." While the term may be loosely used in the industry, at TechInsights, we classify AI PC processors as those incorporating dedicated silicon for AI computation. This includes CPUs equipped with NPUs (Neural Processing Units), GPUs, FPGAs, and ASICs, but with a crucial distinction: these processors are only counted as AI PC processors if they are intended to accelerate AI workloads. In other words, if a chip is bought for gaming acceleration, it doesn’t meet our AI classification.

Currently, CPUs with NPUs are dominating the AI PC market, primarily driven by demand in notebook segments where AI capabilities are increasingly prioritized. Though GPUs have traditionally catered to gaming performance, we foresee a shift as NPUs begin reaching their performance limits, potentially redirecting GPU applications toward AI acceleration in the future. As of Q2 2024, FPGAs and ASICs remain outside the mainstream AI PC processor market but could play a role as the market evolves.

Our report includes comprehensive market share data starting from Q1 2023, offering insights on key players and detailed forecasts through 2029. This includes data segmented by architecture (X86 vs. Arm), performance metrics, and power efficiency.