Has the "Tesla of the PC world" come out of nowhere?

On June 18, Microsoft officially announced the launch of the first batch of Windows 11 AI PCs - the new Surface Pro and Surface Laptop. These are the first batch of Copilot+ PCs launched by Microsoft, officially opening a new era of AI PCs.

A strong rival of Mac?

At last month's press conference, Microsoft unveiled the mystery of the new Windows PC designed for AI experience. Following Microsoft's footsteps, partners such as Dell, Acer, Asus, HP, Lenovo, etc. will also launch AI PCs equipped with Windows 11. Starting from June 18, these products will meet consumers one after another, marking the advent of a new AI-driven PC era.

This move by Microsoft is undoubtedly a challenge to Apple's leading position in the PC market. According to Microsoft's rigorous testing, the performance of the new Surface actually surpassed the MacBook Air equipped with the M3 chip by 58%. This achievement is remarkable and indicates a leap in Microsoft's performance. At the press conference, Microsoft CEO Satya Nadella looked forward to the future with confidence, and his words were full of strength and determination: "Apple has done a great job in the Mac product line, but we will surpass them. Now, we finally have a truly competitive product." ”

With the launch of this new product, Microsoft is accelerating its overtaking in the PC market with unprecedented speed and determination. This is not only a performance competition, but also a competition for innovation and the future. Microsoft's leap forward will undoubtedly lead the entire industry into a new AI era.

After the release of Windows 11 AI PC, it immediately caused widespread discussion on social media, and some bloggers have already received the new machine and started to evaluate it. Some netizens excitedly said: Goodbye Mac, hello Windows.

What are the highlights worth paying attention to?

• Performance Leap: Microsoft's first batch of Copilot+ PCs are equipped with Qualcomm Snapdragon® X Elite and Snapdragon® X Plus processors, which have a 90% performance improvement over Surface Pro 9, and use a customized Qualcomm Oryon™ CPU, which can achieve more than 40 trillion operations per second (40+TOPS) The new NPU chip builds a new system architecture that can run Cocreator (text to image generation), Windows Studio Effects (webcam blur), real-time subtitle translation and Recall. Microsoft claims that this batch of new products are the "fastest and smartest Windows computers."
• High-energy configuration: Ultra-wide-angle HD front camera, with AI-driven Windows studio effects function, even in the noisy airport or train station waiting hall, users can use the voice focus function to block ambient noise; optional OLED display supporting HDR technology, providing higher peak brightness and more accurate color performance; Surface Ultra-thin Stylus 3, with the new Surface Pro, also provides users with a better calligraphy and painting experience; Surface Pro Flex Keyboard 3, supports linked and separated use.
• Unique Copilot+ function: This is a unique function configured by Microsoft in the new generation of computers. Click the Copilot key to start the Copilot application. But after the press conference, some functions in the application have been questioned. But it is undeniable that Copilot+ PC can run generative AI models on the device, and also includes some tools and functions with image generation functions, including Restyle Image and Image Creator in the photo application and Cocreator. Copilot+ PC's AI features can also improve the performance of third-party creative applications such as Adobe Creative Suite, DaVinci Resolve Studio and CapCut.

With the help of OpenAI, Microsoft regains the crown of the first in market value

The launch of the new Copilot+ PC AI computer is inseparable from the help of OpenAI, all thanks to Microsoft's visionary early investment in OpenAI. So far this year, Microsoft's market value has risen by 18%, indicating future growth potential.

According to data released recently by market research firm Canalys, traditional PCs will start a major transformation to AI PCs in 2024. It is expected that global AI PC shipments will reach 48 million units in 2024, accounting for 18% of total PC shipments; global AI PC shipments will exceed 100 million units in 2025, accounting for 40% of total PC shipments; by 2028, global AI PC shipments will reach 205 million units. IDC's latest report predicts that by 2028, China's annual shipments of next-generation AI PCs will be 60 times that of 2024.

As of the close of June 20, Microsoft's market value surpassed Apple and Nvidia, ranking first in the world, with a total market value of US$3.31 trillion and a stock price of US$445,700.

source：uSMART SG

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