60% of PCs shipped by 2027 will be AI-capable

Canalys outlook: predictions for the technology industry in 2024

2023 presented new challenges for the technology industry. Inflation, rising interest rates and even war put pressure on the global economy and particularly IT budgets. Despite this, the emergence of generative AI has been a paradigm shift that has shifted the emphasis of IT strategies and created a new and significant opportunity for the channel. The opportunities in generative AI are significant but are not the only ones that should provide the channel with optimism going into 2024 and beyond. Read the full report

Global PC market returns to growth in Q4 2023

The worldwide PC market ended its streak of annual shipment declines in the last quarter of 2023, posting a modest year-on-year growth of 3%. Total shipments of desktops and notebooks rose to 65.3 million units.

“To capitalize on the demand uptick, the PC industry will now deliver meaningful innovation through on-device AI capabilities in PCs, with 2024 set to be a bumper year for such devices,” said Ishan Dutt , Principal Analyst at Canalys.

Read the full market report

Canalys announces 2023’s vendor Champions in the Cybersecurity Leadership Matrix

Eight vendors achieved Champion status in the 2023 Canalys Global Cybersecurity Leadership Matrix: 思科 , Check Point Software , CrowdStrike , ESET , 瞻博网络 , Palo Alto Networks , 趋势科技 and WatchGuard Technologies . Read the full report!

Celebrate the channel champions: https://canalys.com/leadership-matrix-awards

Global smartphone market grows 8% in Q4, with Apple the year’s top vendor for the first time?

According to the latest Canalys?smartphone market pulse: worldwide smartphone shipments grew 8% year on year in the fourth quarter of 2023, reaching 320 million units.?This ended seven consecutive quarters of decline.

Top five vendors for Q4 2023: Apple, Samsung Electronics, Xiaomi Technology, Transsion, vivo

Discover five key smartphone market insights for Q4 2023

Global EV market forecasted to reach 17.5 million units with solid growth of 27% in 2024

• The latest Canalys research predicts sales of global electric vehicles (EVs) to grow 29% and reach 13.7 million units, equating to a penetration rate of 17.1% in 2023.
• Greater China remains the largest EV market, shipping 7.6 million units with 55.5% market share.
• Europe, with a shipment of 3.2 million units and North America with a shipment of 1.8 million units will round up the top three markets in 2023.
• Canalys forecasts the global EV market will grow by 27.1% in 2024, hitting 17.5 million units.?

Read the full market report

56% of channel partners expected over 10% year-on-year growth in their managed services businesses in 2024. A quarter of all partners in the same poll expected over 20% growth. Read our latest report: MSP Predictions 2024 - executive summary: https://lnkd.in/g94mFayt

Smartwatches forecasted to rebound in 2024 with 17% growth?

• Canalys' recent global wearable band market analysis forecasts a 2% rise in 2023, totaling to 186 million units.
• This growth is primarily driven by a significant 22% surge in basic watch shipments in emerging markets, notably India.
• Looking ahead, the wearable band market is poised for a more substantial uplift, with Canalys anticipating a 10% growth in 2024.
• This positive trend is fueled by an expected resurgence of interest in smartwatches worldwide, with expectations of a 17% increase in their shipments.?

Discover more insights in our 2024 forecast report

Regional market reports

Mainland China's smartphone market decline narrows to 1% in Q4 2023, Huawei back to top four

Strategy spotlight - January 2024

Samsung Galaxy S24: unveiling Samsung’s AI-driven future roadmap

• As Samsung Electronics takes the wraps off its new #GalaxyS24 smartphones, the company reveals a clear vision for the future:?generative AI is integral to its long-term product strategy, especially in the premium and flagship segments.
• Samsung’s premium and flagship models are now enhanced with advanced AI capabilities, signaling a significant shift in how the tech giant approaches innovation and market differentiation.
• Canalys projects that by 2024, 5% of smartphones shipped will be AI-capable, rising to 45% by 2027.

Unveil #Samsung’s AI-driven future roadmap in our latest blog: https://lnkd.in/gMPpzedj

Xiaomi’s first Wear OS smartwatch marks a change in strategic direction

• Xiaomi Technology’s first #WearOS smartwatch marks a change in strategic direction! Xiaomi is experiencing robust shipment growth, particularly in developing regions and Southern European markets, where basic watches make up a large proportion of shipments.
• Xiaomi’s shipments grew 87% year on year in Central and Eastern Europe and 88% in the Middle East in Q3 2023. At the same time, 54% of its Western European shipments were in Spain and Italy.
• These entry-level wearables serve as a gateway for first-time buyers to engage with #Xiaomi, fostering brand familiarity and loyalty.

These basic devices have formed the foundations for recent Xiaomi performance, so why has the company decided to use Wear OS this time around? Find out now: https://lnkd.in/gmaadykv

“The arrival of the AI PC represents an inflection point in the industry. Canalys forecasts that 19% of PCs shipped in 2024 will be AI-capable” - Intel Corporation’s Michelle Johnston Holthaus at #CES2024.

Download the 20-page AI-PC complimentary report

Breakfast briefing at MWC 2024 - join us!

Start your?#MWC2024?with rapid-fire insights from Canalys analysts and go into your?#MWC?meetings fully prepared for more meaningful discussions.

The breakfast is just a six-minute walk from?MWC?Fira Gran Via on Monday, 26 February 2024, at 7:30-8:45 AM CET, concluding in time to walk to the Fira for the 9 AM meeting.

Register now as seats are limited:?https://lnkd.in/eCRmPemh

In 30 minutes, you’ll get lightning-fast, unique insights into:

Leading companies’ AI strategies | The explosive growth of AI-capable devices | How AI will transform and expand new use cases across segments | Best channel practices | Emerging market demands | Hardware vendors’ internet service models | eSIM adoption | Sustainability initiatives

Want more? Follow these steps for actionable insights:

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Register your interest for the #CanalysForums2024: https://canalys.com/events