尽管 Apple 和 Nvidia 大力推动人工智慧（AI），但由于硬体限制和元件成本上升，全球智慧型手机和 PC 市场预计今年将会萎缩。研究机构 Gartner 预测智慧型手机出货量将减少 8.4%，PC 出货量将下降 10%。同时，IDC 的预测更为悲观，预计智慧型手机将下降 14%，PC 将下降 11%。

智慧型手机的衰退主要由 Android 的疲软所驱动，而 PC 市场则持续受到记忆体和储存成本上升的压力，这推高了消费者的价格。Creative Strategies 的分析师 Ben Bajarin 指出，Nvidia 的 RTX Spark 晶片对 PC 的下滑趋势几乎没有改变，因为突破性的 AI 助手无法解决物理记忆体短缺或总体经济压力。

尽管 Apple 在 WWDC 上对 Siri 的改造备受期待，但来自 IDC 的专家 Nabila Popal 表示，即使是完美的 AI 策略也无法立即扭转出货量的下滑趋势。真正具备变革性的装置端 AI 功能，预计只有在引人注目的使用案例出现后才会推动消费者硬体升级，而 2028 年预计将成为该转折点。

Despite the major artificial intelligence (AI) push by Apple and Nvidia, the global smartphone and PC markets are projected to contract this year due to hardware constraints and rising component costs. Research firm Gartner forecasts an 8.4% decrease in smartphone shipments and a 10% drop in PC shipments. Meanwhile, IDC is even more bearish, predicting a 14% decline in smartphones and an 11% decline in PCs.

The downturn in smartphones is primarily driven by the weakness of Android, while the PC market remains pressured by rising memory and storage costs that elevate consumer prices. Analysts like Ben Bajarin of Creative Strategies indicate that Nvidia's RTX Spark chip changes little about the downward PC trend, as a breakthrough AI assistant cannot solve physical memory shortages or macroeconomic pressures.

Although Apple's Siri overhaul at WWDC is highly anticipated, experts like Nabila Popal from IDC suggest that even a perfect AI strategy will not reverse the negative shipment trends immediately. Truly transformative on-device AI features are expected to drive consumer hardware upgrades only after compelling use cases emerge, with 2028 projected to be the turning point.