Samsung Electronics is facing mounting challenges in the global smartphone market, with Apple poised to overtake the top spot in shipment volume in 2025 amid rising exchange rate pressures and soaring component costs. The company is expected to hold its biannual global strategy meetings this month, focusing on high-end product planning, drawing significant attention to its next moves.

The largest determining factor for whether AI compute can be industrialized and achieve commercial viability will depend on the deployment speed of edge AI and industrial IoT (IIoT) between 2026 and 2027. On December 2, 2025, industrial PC (IPC) companies Arbor Technology and Adlink Technology both highlighted in their earnings calls that AI will be a major driver of application growth, and 2026 is targeted as the year of operational breakout. Both companies are actively investing in high-end edge computing platforms and vertical-market applications.

Shawn Yen, senior vice president of the Consumer Group at Asus, said the most compelling value of AI PCs will emerge from seamless collaboration across devices, although the pace of adoption remains constrained by limited hardware availability. He shared his views in a recent interview with DIGITIMES.