华硕CEO：AI PC仍需1-2年才能实现

Core Insights - The AI PC industry is facing challenges due to tariff impacts and a lagging AI technology ecosystem [1][2] - ASUS CEO Samson Hu indicated that it may take one to two years for AI PCs to fulfill their promises, with the next generation potentially not driving market growth until 2026 or later [1] - Despite major manufacturers like ASUS and Lenovo launching AI PCs last year, the sluggish notebook market remains unaffected [1] - Recent tariff policies from the new U.S. government have further lowered market expectations for the year [1] - Hu mentioned that ASUS might consider raising U.S. prices by up to 10% to offset tariff costs [1] - Initial market growth estimates for the PC industry were around 5%, but due to tariff uncertainties, most estimates have now dropped to 1% or 2%, or may even remain flat [1] - This pessimistic outlook reflects broader concerns within the tech industry regarding escalating trade tensions [1] - Consumer spending on computers is constrained by global economic worries and tariff impacts, while existing software is not mature enough to attract users to AI [1] Industry Developments - Hardware supporting AI tasks has been released, such as Microsoft's Copilot+ PC introduced at Computex 2024 [2] - The industry may require one to two more years for third-party developers to create software that can fully leverage these AI capabilities [2]