Following the long COVID-19 pandemic, physical exhibitions finally returned to Computex in 2023. Even though the event did not reach the pre-pandemic level of grandeur, it still attracted significant market attention. Artificial intelligence (AI) was the core theme of the event. Looking at the market for AI-powered solutions, the recent emergence of AI-generated content (AIGC) has led to more emphasis on the related technological developments on the side of devices. The concept of “Hybrid AI” has also been proposed by numerous companies involved in this field. As for consumer electronics, the exhibitions at Computex 2023 revealed that device manufacturers are now investing more on new kinds of technologies and products as the mature market for the traditional kinds of consumer electronics experiences stagnant growth. Examples of new technologies and products include Wi-Fi 7, notebook computers featuring a “glasses-less 3D” display, and charging piles.
Global shipments of notebook (laptop) computers have been rising over the quarters since the start of 2023. Even if the total shipments for the year are comparable to the annual quantities that were seen before the COVID-19 pandemic, the shipment figure for 1Q23 is expected to represent a low point because the market already reached a consensus and has been focusing on inventory correction. However, the notebook computer market is a mature and stable, so shipments are going to gradually rebound from 2Q23 onward.
Presently, the related hardware and software companies are eager to demonstrate their capabilities and foster the growth of niche market segments. They and notebook computer brands are under pressure to develop strategies to address the fading of the upside demand that was generated by the effects of the pandemic. For each market segment, hardware and software companies are upgrading specifications in order to encourage device replacement and generational transition. The ultimate aim is change the current situation of limited growth.
The expectation that AI would introduce immense benefits to the commercial market has prompted major suppliers to engage in AI training, which yielded the demand for hardware equipment. AI is currently at the mass training phase, and applications of AI servers are still focused on training, where GPU and GPGPU serve as the cores, while ASIC and FPGA facilitate inference through specific algorithms that will improve overall computing performance.
In the past, China’s abundant, inexpensive labor drew industry into its territory, over time developing a complete industrial chain that solidified China’s status as a manufacturing giant. Numerous factors, however, have impelled manufacturers to expand their horizons, in pursuit of risk diversification and cost reduction. Considering the heavy reliance of the electronic manufacturing industry on energy, logistics, and manpower, Vietnam—possessing geographic advantages, well-developed infrastructure, ample labor force, and political and economic stability—emerged as the preferred choice.
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