AMD Foresees AI-Driven Boom in PC Market by 2025, Banking on 'Tremendous Momentum'

AMD's CFO stated the AI PC trend will ultimately boost consumer sales in 2025 but will not have an immediate impact in 2024.

AMD Anticipates ‘Tremendous Momentum’ in the AI PC Market by 2025

At the Barclays Global Technology Conference, AMD's Chief Financial Officer Jean Hu was asked about the condition of the PC markets, forthcoming trends like AI PC, and how much of an impact AI will have on sales. She conceded that the PC business is on the mend in terms of revenue estimates and prospective customer demand, but she believes AI will have little influence next year, WCCFTech reported.

“Going forward, you will see the typical seasonality in Q1 and then, you know, next year, based on industry and it's economic-sensitive sector, too. So, we don't know what the macroeconomic situation will be. But in the end, the PC market is stabilized,” Jean Hu stated, per Seeking Alpha.

“That's the good news. I will say, as we announced yesterday, it's exciting in the long run with AIPC, because, eventually, a lot of AI work needed to be done at the device level. You cannot do everything at -- in the cloud. I think, probably not 2024, but definitely 2025, we'll see tremendous momentum from AIPC. That will help the replacement cycle,” she added.

AMD's desire to jump on the "AI bandwagon" has been mentioned several times, particularly when the company's CEO, Lisa Su, stated that AI is the company's top, second, and third priority. AMD sees AI as the decade's next big thing, which is why Team Red has already built its next-generation product portfolio on aspects that support generative AI breakthroughs.

A previous report discussed how AMD's VP & GM of Client OEM stated that the company will offer clearer branding and naming for their next-generation AI PCs and respective laptops, implying that Team Red means business when it comes to facilitating consumer demand for AI compute power.

In addition, the business is fuelling the AI competition with CPUs that provide tremendous AI capabilities, such as the Ryzen 8040 "Hawk Point" series with XDNA 1 engines and the next-generation "Strix Point" APUs with 3x the AI performance with XDNA 2 engines.

AMD also stated that its Ryzen 7040 "Phoenix" portfolio has been supplying the first laptops in the AI PC category for several months and has delivered millions of units.

“We have the AIPC. AMD actually was the first to include the AI engine in the PC with the Ryzen 7000 series. We actually already shipped millions of units and we announced next generation product, which will include the AI engine. The thing about us is we think about the portfolio, we think about end-to-end AI, and we have a strong portfolio to provide the whole solutions from PC side to the data center side,” Jean Hu said.

Because worldwide PC and notebook shipments are likely to hit new highs in the future years, businesses such as Intel and AMD must position themselves to capitalize on the majority of the expanding markets.

Intel CEO Pat Gelsinger has previously stated that AI has the potential to revolutionize the existing state of markets, particularly when it comes to incorporating AI-focused features into mainstream applications. It appears that we are headed toward a scenario in which AI will actually play a critical role in the PC sector, and it will be interesting to see what kinds of advancements it will inspire.

Benchmarks for AMD's Next Hawk Point Flagship APUs Leaked

The AMD Ryzen 9 8945HS "Hawk Point" flagship APU has been revealed for the second time in the Geekbench 6 database. The APU range is a rebrand of the previous Ryzen 7040 "Phoenix" family, however, it features certain power management and XDNA engine upgrades that allow the chip to run significantly better.

In leaked benchmarks, the Ryzen 7040 APUs are currently outperforming Intel Meteor Lake CPUs. Therefore, we may anticipate the Ryzen 8040 to maintain a very competitive position until the genuine next-gen Strix Point APUs come in 2H 2024.

To begin with, the AMD Ryzen 9 8945HS "100-000001319-50_Y" belongs to the AMD 8040 "Hawk Point" family and has the Zen 4 CPU, RDNA 3 GPU, and XDNA 1 NPU cores. The CPU has 8 cores and 16 threads, 16 MB of L3 cache, 8 MB of L2 cache, a base speed of 4.0 GHz, and a peak rate of 5.2 GHz. It also has a Radeon 780M GPU with 12 Compute Units and a boost rate of 2800 MHz, which is based on the RDNA 3 core. The TDP of the chip is 35-54W.

The AMD Ryzen 5 8645HS APU has six cores, twelve threads, sixteen megabytes of L3 cache, and six megabytes of L2 cache. It has a base clock speed of 4.3 GHz and a boost speed of 5.0 GHz, as well as the Radeon 760M iGPU with 8 Compute Units and a lower clock speed of 2700 MHz.

Despite the fact that no laptop or model was listed, this exact processor was appropriately pushed to its maximum frequency of 5.2 GHz and had 16 GB of DDR5-5600 MT/s rates. The AMD Ryzen 9 8945HS "Hawk Point" APU earned 2608 points in single-core tests and 12,683 points in multi-core tests with this configuration.

This is one of the greatest single-core results for a laptop Non-HX processor, demonstrating how well the Zen 4 architecture performs in this test. The multi-core score is somewhat lower than the previous one, but this is to be anticipated when comparing various laptops.

The AMD Ryzen 5 8645HS scored 2490 single-core points and 10,627 multi-core points. It, too, offers a minor upgrade over the Ryzen 5 7640HS APU while maintaining relatively comparable specifications.

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