Despite taking a conservative view of its PC business this season, Asus has achieved good results in its key layout of AI PCs and AI servers. Among them, Asus previously announced that Copilot+PC would capture over 20% of the market share, and the AI server GB200 will start shipping as early as the first quarter of next year.
In terms of servers, Asus CEO Hu Shubin stated that Asus server shipments in the first three quarters of this year were mainly based on products equipped with NVIDIA H100 chips, with H200 products starting in October. GB200 servers will provide a small number of samples for customer verification in the fourth quarter of this year, and we hope to officially increase shipments in the first quarter of next year.
In addition, Asus has received a request from customers to take care of server design and manufacturing. Asus has actively built a server production line in the United States to meet this demand and is expected to start operating by the end of this year.
In terms of AI PC, Asus CEO Xu Xianyue pointed out that they launched Copilot+PC in a large scale in the middle of this year, which currently has a market share of over 20%. Esports related products account for 40% of revenue. In the third quarter, both esports laptops and AI PCs showed significant growth, and investment will continue to expand in the future.
