Yang Yuanqing: Edge AI Drives New Demand, Lenovo's AI PC Shipments Exceed 30% of Total Volume

Deep News
09/20

At the 2025 World Manufacturing Conference, Yang Yuanqing, Chairman and CEO of Lenovo Group, highlighted that "the vigorous development of edge-side artificial intelligence has sparked new demand." He revealed that since Lenovo first launched AI PCs in China last May, followed by AI smartphones and tablets, the company's AI PC penetration rate has been accelerating rapidly, now accounting for over 30% of Lenovo's total personal computer shipments.

Looking ahead, Lenovo will focus on the vision of "one body, multiple terminals." The "one body" refers to a super intelligent agent that operates across devices and ecosystems, while "multiple terminals" encompasses various forms of AI-native terminal devices. This intelligent agent will leverage "your" data generated and stored across different devices, achieving self-evolution through learning and training to ultimately become an "intelligent twin that thinks what you think, does what you do, and accompanies you for life."

Beyond personal intelligence, Yang Yuanqing also discussed how AI empowers enterprises to achieve intelligent transformation. He noted that intelligentization goes far beyond deploying robotic arms, robots, and automated detection equipment on production lines and in warehouses. The core lies in leveraging enterprises' own data and knowledge, supported by hybrid infrastructure computing power, to unlock data value through multi-model algorithms, thereby optimizing internal processes, supporting operational decisions, improving management efficiency, and enhancing productivity.

According to him, through intelligent transformation, Lenovo's supply chain order delivery time has been reduced by 28% compared to pre-transformation levels, accuracy has improved by 25%, and manufacturing and logistics costs have decreased by 20%, further balancing supply and demand.

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