Citi analysts report that AI-driven device upgrades are accelerating replacement cycles, with Apple, Dell, and HP poised to gain market share as consumers prioritize advanced software features.
Survey indicates potential market share gains for Apple in smartphones and Macs due to AI-driven replacement cycles.
Identified as a major PC manufacturer benefiting from trends favoring AI-enabled PCs.
Listed among major PC manufacturers viewed as favorable by Citi due to AI PC demand.
Identified as a major PC manufacturer benefiting from trends favoring AI-enabled PCs.
Mentioned as having increased purchase consideration for tablets in certain markets.
Recorded increased purchase consideration for tablets in certain markets.
A new Citi survey reveals that consumers are shortening smartphone replacement cycles to under 2.7 years, fueled by demand for AI-integrated features. Apple is positioned to capture significant market share as users upgrade to access new intelligence capabilities, while major PC manufacturers like Dell, HP, and Lenovo stand to benefit from the growing interest in AI-enabled personal computing hardware.
The shift is largely attributed to the integration of artificial intelligence features, which encourages users to upgrade older devices to access new software capabilities.
Citi identifies Apple as a primary beneficiary in both smartphones and Macs, while PC manufacturers Dell, HP, and Lenovo are also viewed favorably due to rising demand for AI-enabled PCs.