Taiwanese PC makers Asus and Acer saw strong revenue growth in June 2025, driven by demand for gaming products, AI servers, and Chromebooks.

Asus reported a consolidated group revenue of NT$68.573 billion (US$2.3 billion), up 8.5% from May and 17.4% year-on-year.

Its Q2 revenue reached NT$188 billion (US$6.4 billion), a 30% increase year-on-year.

For the first half of 2025, Asus posted a 25.9% revenue growth, totaling NT$335.7 billion (US$11.5 billion).

Acer recorded its second-highest monthly revenue of the year in June at NT$28.685 billion (US$981.4 million), up 49.7% from May and 1.8% year-on-year.

Its total revenue for the first half of 2025 reached NT$127.87 billion (US$4.4 billion), a 1.5% rise from the same period in 2024.

Chromebook sales jumped 21.2% year-on-year, alongside growth in laptop, desktop, and commercial PC revenue.

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🔗 Source: Focus Taiwan

🧠 Food for thought

1️⃣ AI PC revolution driving significant growth for traditional manufacturers

ASUS’s record revenue isn’t happening in isolation but reflects the broader AI PC revolution sweeping through the industry.

The AI-capable PC market is projected to account for 40% of global PC shipments by 2025, with estimated shipments surpassing 100 million units that year 1.

This growth is financially significant, with market forecasts showing the AI PC segment growing from $91.23 billion in 2025 to $260.43 billion by 2031, representing a 19.1% CAGR 2.

ASUS’s specific mention of AI servers driving their revenue growth positions them as a key player in this industry transformation.

Enterprise adoption is a contributing factor, with research showing 62% of organizations implementing AI PCs to future-proof their operations for AI integration 3.

The timing of ASUS’s revenue surge aligns with industry projections that 2025 will be a pivotal year for AI PCs, with AI-capable devices expected to capture a significant share of the PC market by 2028 4.

2️⃣ Gaming remains a strategic high-margin segment amid industry transitions

ASUS’s mention of gaming products as a key revenue driver highlights the continued importance of this premium market segment.

The company has established a strong position in gaming laptops with its Republic of Gamers (ROG) series, which competes directly with dedicated gaming brands like MSI and Alienware 5.

This focus on gaming represents a deliberate strategy to maintain higher-margin business amid the competitive pressure in the broader PC market, where six manufacturers (Lenovo, HP, Dell, Apple, ASUS, Acer) control 63.2% of global shipments 6.

ASUS’s historical approach of reducing low-profit model production, noted in 2017 market reports 7, appears to be continuing with their current emphasis on premium gaming products.

The gaming segment provides ASUS with a distinctive market position and brand identity that helps differentiate their products in an increasingly commoditized market.

3️⃣ Diversification strategies becoming essential in the maturing PC market

Acer’s revelation that non-PC and non-monitor businesses now account for 30.7% of first-half revenue reflects a broader industry trend toward diversification.

This strategy aligns with the overall PC market’s need for manufacturers to adapt to changing consumer preferences and technological innovations to maintain market share in a mature industry 6.

The laptop market’s moderate projected growth rate of 2.80% CAGR through 2029 6 explains why both ASUS and Acer are seeking additional revenue streams beyond traditional PC segments.

For Acer specifically, their growth in Chromebook revenue (21.2% annually) represents a targeted approach to education and enterprise markets where these devices have gained traction.

The diversification trend is particularly important in the Asia-Pacific region, which is experiencing significant growth due to increasing internet access and rising disposable incomes 6.

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