Revenue from AI semiconductors globally is expected to total $71-billion in 2024, an increase of 33% from 2023, according to the latest forecast from Gartner.
Gartner forecasts AI PC shipments will reach 22% of the total PC shipments in 2024, and by the end of 2026, 100% of enterprise PC purchases will be an AI PC. While AI semiconductor revenue will continue to experience double-digit growth through the forecast period, 2024 will experience the highest growth rate during that period.In 2024, AI chips revenue from compute electronics is projected to total $33,4-billion, which will account for 47% of total AI semiconductors revenue. AI chips revenue from automotive electronics is expected to reach $7,1-billion, and $1,8-billion from consumer electronics in 2024.