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


Click the Red Arrow Below to Watch the Full Replay Now




Stay ahead of the competition with invaluable market and competitive intelligence for your industry with TBR Insights Live: Business Intelligence for Tech Insiders! Each session includes exclusive insights from our latest research and a Q&A portion with our seasoned subject-matter experts.

Can’t attend the live airing? That’s OK! A recording of each webinar and copy of the presentation deck is sent to all registrants the day after the live airing. Additionally, you can view any of our past webinars in our OnDemand Portal.

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.