Taiwan’s technology sector is buzzing with anticipation for the upcoming Computex 2024, where the AI PC is expected to take center stage. At a pre-Computex Forum held yesterday, Paul Peng, chairman of the Taiwan Computer Association (TCA), highlighted the significance of this new category, citing a report from Gartner estimating that AI PCs will account for over 20% of all PC shipments in 2024.
Senior executives from leading Taiwan technology companies displayed guarded optimism about the AI PC trend. Tung Tzu-hsien, chairman of Pegatron Group, expressed his belief that AI will become as ubiquitous as the internet, presenting both opportunities and challenges for Taiwan’s ICT sector. While the widespread adoption of AI opens doors for innovation, companies will need to carve out their niche in an increasingly competitive market.
Samson Hu, co-CEO of ASUS, envisioned a future where the term AI PC becomes obsolete, just as the internet capability of phones is now taken for granted, adding that the intuitive user interactions powered by generative AI “will drive the growth of the whole PC industry.” While acknowledging concerns about the current generative AI boom becoming another tech industry bubble, Chris Hung, Director-General of the Market Intelligence & Consulting Institute (MIC) argued that the growing sophistication of the AI ecosystem provided a strong foundation for future growth. Hung anticipated a rapid adoption of AI PCs, projecting that they will comprise nearly half of all PC shipments by 2026.
Computex 2024 takes place at the Taipei Nangang Exhibition Center from June 4 to June 7, with “Connecting AI” as the expo’s theme. The event is expected to feature 1,500 exhibitors and attract over 40,000 international buyers.
Long time technology industry fan here in Taiwan.