Taking on Apple's affordable laptop: ASUS Chairman Jonney Shih vows not to easily cede market share
>Facing the formidable challenge posed by Apple's affordable MacBook Neo, ASUS (2357) Chairman Jonney Shih stated at today's shareholders' meeting that Apple has pushed cost efficiency to the absolute limit—a feat from which there is much to be learned. Shih emphasized that ASUS views this challenge as an opportunity and will not easily cede its market share.
>Shih frankly noted that ASUS began studying Apple's products as early as the initial design phase of its ZenBook laptop series. He cautioned against the assumption that Apple's superior design philosophy and specifications necessarily entail high production costs; "In reality," he observed, "they have pushed their entire cost structure to the absolute limit," offering numerous lessons for others to glean.
>He added that shifts in the broader industry landscape—while presenting challenges—also create opportunities, and that various manufacturers will collectively strive to determine the most effective strategies for navigating these changes.
>Turning to the company's artificial intelligence (AI) strategy, Shih identified "Agentic AI" as a pivotal factor in the evolution of AI PCs, predicting that it will drive disruptive transformations. Furthermore, he highlighted the immense market potential of "embodied AI" within the realm of general-purpose robotics.
>Shih underscored that design thinking and innovation constitute the core of ASUS's strategy for navigating market competition, and he expressed strong confidence in the future prospects of both the personal computer (PC) and server markets.