AI Disruption and Hardware Refresh Cycles: What It Means for OEMs

Demand for PCs and smartphones remains low due to ongoing market saturation resulting from pandemic-era supply and demand imbalances. Additionally, macroeconomic uncertainty has consumers scrutinizing their spending with increasing intensity, further eroding demand for other consumer electronics, such as tablets. However, generative AI (GenAI) has emerged as a revenue opportunity for IT vendors across various industries. For example, devices OEMs are employing certain portfolio strategies to better position themselves around GenAI and other increasingly demanding AI workloads.

In this TBR Insights Live session, Analyst Ben Carbonneau, Research Analyst Alek Maxfield and Principal Analyst Ezra Gottheil discuss the implications of recent industry developments on devices industry verticals, including PC, smartphone, tablet and smart devices.
 

In This Session Replay on the AI Disruption Among OEMs You’ll Learn:

• How past and present macroeconomic conditions are impacting devices industry subsegments
• Which portfolio strategies devices vendors are employing to take advantage of AI and to mitigate the effects of the industry downturn
• How devices vendors are positioning around AI

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