Quanta Computer will hold its shareholders' meeting on June 14, and the shareholder report was released yesterday (May 7). Chairman Barry Lam mentioned that Quanta Computer has taken the lead in the new wave of infrastructure construction for generative AI. The product lines for 3A (AI laptops, AI servers, and AI cars) are all in place. Positioned at the center of the AI transformation, Quanta Computer aims to maintain its leadership and drive growth through innovation in this transformation.
Looking back on last year, Barry Lam pointed out that the generative AI wave swept the world at an unprecedented speed in 2023, rapidly becoming the engine driving industrial transformation and economic recovery after the pandemic. Seizing this opportunity, Quanta Computer achieved fruitful results, setting a new record for annual profits, with earnings surpassing one share of stock, and the company's market value more than tripling.
Looking ahead to this year, Barry Lam stated that technology progresses by leaps and bounds, and market changes are unpredictable. As AI applications and services become more widespread, Quanta Computer aims to seize opportunities in the "3A" areas and become an "A+" company by deeply cultivating "SMART X" with AI technology, laying out three major application fields: smart healthcare, smart manufacturing, and smart mobility.
Barry Lam said that Quanta Computer adheres to the original intention of engineers seeking truth and pragmatism. After long-term focus on research and development of efficient computing design solutions, Quanta Computer has finally ushered in a new era of diversified computing.
Barry Lam believes that despite ongoing geopolitical conflicts, US-China tech rivalry, inflation, and stagnant consumption, people's pursuit and exploration of a happy life with new values, lifestyles, and work patterns never cease. This injects vitality and opportunities into the market.
Barry Lam emphasized that Quanta Computer, at the center of the AI transformation, deeply understands the world's demand for computing power in the future. It will witness a new era driven by deep learning and generative AI, an era where AI enhances productivity, efficiency, and creativity across industries. The AI wave is expected to accelerate innovation and bring new challenges to business competition.
In terms of smart healthcare, Quanta Computer continues to develop collaborative applications to improve medical quality. It integrates AI technology with telemedicine, smart health monitoring, and surrounding medical materials to provide more accurate smart medical diagnosis and treatment plans.
In smart manufacturing, Quanta Computer is optimistic that the development of large language models (LLMs) will once again bring new possibilities to the manufacturing industry. Supported by wireless communication, cloud computing, and generative AI layouts, it will develop new applications for smart manufacturing.
In smart mobility, Quanta Computer has been favored by brand car manufacturers in Europe, the United States, and Asia. It applies its expertise in high-speed computing research and development to the new generation of autonomous driving central computers and regional control systems, helping customers integrate AI and sensor technologies.
To meet the business growth in the coming years and the demand for nearby services and risk diversification in production areas, Barry Lam stated that besides the mainland China and Taiwan plants, Quanta Computer recently announced expansion plans for several overseas locations, including the United States, Mexico, Thailand, Vietnam, Germany, and other places. The global manufacturing and service capabilities will be further enhanced.
Resource (Mandarin)
