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This year, the "war without gunfire" of global IT companies to dominate the AI (artificial intellige.. – MK – 매일경제

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This year, the “war without gunfire” of global IT companies to dominate the AI (artificial intelligence) PC market began. While South Korean companies Samsung Electronics and LG Electronics have already introduced AI PCs earlier this year, Microsoft, Apple, and Lenovo are also joining the competition.
AI PC refers to a product in which an AI accelerator called “Neuroscope Processing Unit (NPU)” is added to existing PCs such as desktops and laptops. It is characterized by processing AI functions faster than conventional PCs, as well as being able to handle AI functions on its own without having to connect to a server or cloud.
The biggest difference from regular PCs is that they are based on on-device (device’s own information processing) rather than cloud. “On-device AI” means that mobile devices can process information on their own without having to connect to a server or cloud.
It has various advantages in speed and security because it processes data in real time within the device without transferring it to an external server. In contrast, most AI services work by posting various data on a cloud server and receiving the results made by the server.
This year, the on-device AI is expanding to various devices such as PCs and wearables, starting with smartphones.
Global PC companies are also rushing to introduce new AI PC products this year, but the industry points out that software for AI PCs is still lacking. Although various AI functions are being developed, it is evaluated that AI PC technology is not yet complete because there is still a lack of AI-related content and some functions have to pay additional costs.
Intel, a ‘CPU powerhouse’, opened its AI PC. At the end of last year, Intel opened the AI PC market by releasing the industry’s first “Intel Core Ultra.” Most AI PCs released so far, including Samsung Electronics, Dell, and HP, are based on Intel processors.
Samsung Electronics and LG Electronics introduced the Galaxy Book 4 series and the 2024 Gram series in January this year, and major manufacturers such as Apple, Lenovo, HP, and Dell Technologies have also released AI PCs or are about to be released.
Among them, Samsung Electronics’ “Galaxy Book 4” series is the first laptop equipped with an “Intel Core Ultra” processor, and it received a good response with more than 100,000 units sold in Korea alone in nine weeks of release. This is about six weeks faster than the previous Galaxy Book 3 series.
Since then, on the 21st, “Galaxy Book 4 Edge” has been unveiled with ‘Hybrid AI’ that supports both on-device AI and cloud AI.
‘Galaxy Book 4 Edge’ is the first ‘CoPilot+ PC’ in the Galaxy Book series that provides an integrated cloud AI experience through cooperation with Microsoft. It has evolved to be able to enjoy the functions of existing Copilot, which used to operate only based on cloud AI, even based on on on-device AI.
Microsoft held a media conference on the 20th (local time) at its Redmond campus in Washington, USA, introducing Copilot+PC and declaring its entry into the AI PC market. CoPilot is a high-performance PC optimized for generative AI driving as a generative AI model installed in all products of MS.
On the same day, Microsoft CEO Satya Nadella directly targeted Apple, saying, “It is 58% faster than MacBook Air in processing AI tasks.”
Apple, which is evaluated as an ‘AI latecomer’, is also rushing into the AI PC market. Last year, Apple installed its latest semiconductor chip, the M3, on its AI PC, MacBook Air.
Since then, earlier this month, it has unveiled a new iPad equipped with its next-generation chip, M4, and is expanding its AI function to all products such as laptops and tablet PCs. At the end of this year, it is expected to introduce a Mac series of laptops equipped with AI functions.
The industry predicts that the AI PC market will become fiercer. Global IT companies such as Samsung Electronics, LG Electronics, and Apple are competitively introducing new AI PC products, as well as chip competition among major CPU manufacturers such as Intel, AMD, and Qualcomm.
According to Gartner, a market research firm, global PC shipments last year fell by about 15% from the previous year to 242 million units. It is expected that AI PCs will create a new wind in the slowing PC industry.
Microsoft CEO Satya Nadella predicted in January, “This year will be the first year for AI to become an essential function of all PCs.”
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