Passive component maker Walsin Technology is anticipating AI-driven demand for end-user devices in the second half of 2024, with the third quarter outperforming the second, and leading into a stable fourth quarter, says vice chairman Lee Ku. Utilization rates currently hover at 70–80%, mainly due to longer certification times required for the company’s automotive products.

东莞证券研报指出，AI手机及折叠手机有望拉动换机潮。

电脑品牌厂华硕6月13日召开股东常会，董事长施崇棠表示，AI（人工智能）是电脑产业百年难得的机遇，华硕绝对要把握这个契机，蜕变成为全方位企业。

在接受媒体采访时，荣耀终端有限公司CEO赵明称，小折叠出货量要达到百万台以上才能实现盈亏平衡。而荣耀整个商业逻辑，就是思考如何逼迫自己不断地奔跑，如何更好地满足消费者，在欧洲，荣耀定位就是要与苹果和三星在高端市场上一争长短。