“Copilot+ PCs equipped with Snapdragon X series chips enjoyed their first full quarter of availability, while AMD brought Ryzen AI 300 products to the market, and Intel officially launched its Lunar Lake series,” said Ishan Dutt, principal analyst at Canalys. “However, both x86 chipset vendors are still awaiting Copilot+ PC support for their offerings from Microsoft, which is expected to arrive [in November].”
Dutt added that there is still resistance to purchasing AI PCs from both key end-user companies and channel players.
“This is especially true for more premium offerings such as Copilot+ PCs, which Microsoft requires to have at least 40 NPU TOPS [trillion operations per second], alongside other hardware specifications,” Dutt said. “A November poll of channel partners revealed that 31% do not plan to sell Copilot+ PCs in 2025, while a further 34% expect such devices to account for less than 10% of their PC sales next year.”