郭明錤｜Ming-Chi Kuo@mingchikuo · X供应链信息显示，Nvidia即将推出的N1X处理器设备未来两年出货量约1000万台，仍属面向需要设备端AI算力的性能用户的小众市场。2026年PC市场热点是MacBook Neo销量上调和可运行AI智能体的小型PC，但两者均与设备端AI算力无关。真正的设备端AI优势在于操作系统层面的隐私与深度整合，而当前Windows的支持尚不足。N1X设备能为需要本地运行大语言模型的用户，提供一个更平衡的选择，但能否驱动升级周期，关键仍在于Windows能否提供相应的应用与工作流支持。
Nvidia's Much-Anticipated， Reportedly Upcoming N1X / Windows PC Processor： Supply Chain Checks and Key Takeaways
▌Supply chain checks point to around 10M shipments of N1X-based devices over the next two years. ➡ Still a niche market， aimed at power users who need on-device AI compute. ➡ Whether shipments get revised up will come down to price， but mainly to whether Windows can deliver apps and workflows that truly orchestrate on-device AI compute.
▌Today， the main ways people use AI on a PC （both Windows and Mac） are accessing cloud LLM services through a browser and calling LLMs via API to consume a cloud provider's compute / tokens： ➡ In both cases， the core AI compute happens in the cloud， not on the device.