Computex 2019: What To Expect From The World’s Biggest Computer Show

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Janet Denzel

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May 29, 2024, 1:42:19 PM5/29/24

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Computex 2024 takes place between June 4 and June 7. There are several keynotes scheduled on June 3, too. You can also expect to see news stories popping up in the two days preceding the official start of Computex as companies will try to 1Up each other with earlier announcements.

Computex 2019: what to expect from the worlds biggest computer show

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Intel just introduced Raptor Lake-S Refresh for desktops and Intel Core Ultra mobile CPUs, but rumors suggest Intel is going full steam ahead on Lunar Lake and Arrow Lake chips. Leaked details are scarce, but these chipsets are bound to integrate NPUs and AI into everyday tasks. Intel also may introduce its next-generation graphics architecture codenamed Battlemage.

Computex, the biggest PC-focused trade show in the world, is about to kick off the summer tech season. Every year the biggest companies in the laptop and PC space gather in Taipei, Taiwan to showcase the latest computing products, more powerful gaming handhelds, chip architectures that\u2019ll define the next generation of PCs, and RGB-ified components that would make DIY builders drool.

If you\u2019re looking for the next best handheld, laptop, or desktop PC, we\u2019ll be at the show to give you our hands-on impression of everything. Ahead of the show, here\u2019s everything you need to know about the biggest computer expo of the year.

In case the name didn\u2019t key you in already, Computex is a tech expo centered around computers. If there are devices that run on CPUs, GPUs, or semiconductors of any kind, you\u2019ll find them at Computex 2024. As such, every major PC manufacturer (except Apple) will be there including Asus, HP, Lenovo, Razer, MSI, and Acer will likely announce new laptops, desktops, and maybe even handhelds. The big chip makers \u2013 Nvidia, Intel, AMD, and Qualcomm \u2013 will likely introduce new chipsets. Computex also hosts motherboard, memory, PC cases, and other component announcements.

MSI introduced the first Intel-powered gaming handheld at CES 2024 and we\u2019re hoping to see an AMD-powered model at Computex. Last year at Computex, this classically gaming-focused hardware manufacturer surprised us with a few new premium laptops and the Nvidia 40-series GPUs on a diet with its new Gaming X Slim graphics cards. MSI may double down with new models for this year.

It\u2019s almost been a year since Asus introduced the ROG Ally, so it\u2019s high time for an Asus ROG Ally 2 sequel. Although there isn\u2019t a new AMD Z2 Extreme to replace last year\u2019s Z1 chipset, we expect the Asus ROG Ally 2 might adopt an OLED screen similar to the Steam Deck OLED.

Nvidia may have just introduced a new lineup of RTX 40-series Super graphics cards, but rumors suggest it\u2019s ready to announce next-generation Blackwell graphics. It will likely only be an announcement of the new architecture instead of new ready-to-release graphics cards. Leaks also suggest we\u2019ll only see an Nvidia RTX 5090 release by the end of this year.

Qualcomm has been showboating its new Snapdragon X Ultra and Snapdragon X Plus processors for laptops. However, we\u2019ve yet to see any laptops powered by Qualcomm\u2019s new mobile PC chipsets. We\u2019re hoping this might change at Computex and we\u2019ve got our fingers crossed that we might at least see a concept, if not a pre-production model from a major manufacturer.

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Good afternoon, my name is Christina and I will be your conference operator today. Welcome to NVIDIA's Financial Results Conference Call. [Operator Instructions] Thank you. I will now turn the call over to Simona Jankowski from Investor Relations to begin your conference.

Thank you. Good afternoon, everyone and welcome to NVIDIA's conference call for the second quarter of fiscal 2020. With me on the call today from NVIDIA are Jensen Huang, President and Chief Executive Officer; and Colette Kress, Executive Vice President and Chief Financial Officer. I'd like to remind you that our call is being webcast live on NVIDIA's Investor Relations website. The webcast will be available for replay until the conference call to discuss our financial results for the third quarter of fiscal 2020. The content of today's call is NVIDIA's property. It can't be reproduced or transcribed without our prior written consent.

During this call, we may make forward-looking statements based on current expectations. These are subject to a number of significant risks and uncertainties, and our actual results may differ materially. For a discussion of factors that could affect our future financial results and business, please refer to the disclosure in today's earnings release, our most recent Forms 10-K and 10-Q and the reports that we may file on Form 8-K with the Securities and Exchange Commission.

All our statements are made as of today, August 15, 2019, based on information currently available to us except as required by law, we assume no obligation to update any such statements. During this call, we will discuss non-GAAP financial measures. You can find a reconciliation of these non-GAAP financial measures to GAAP financial measures in our CFO commentary, which is posted on our website.

Thanks, Simona. Q2 revenue was $2.58 billion in line with our outlook down 17% year-on-year and up 16% sequentially. Starting with our gaming business, revenue of $1.31 billion was down 27% year-on-year and up 24% sequentially. We are pleased with the strong sequential growth in the quarter, when we launched our RTX Super lineup for desktop gamers, ramped up our greatest ever number of gaming laptops and launched our new RTX Studio laptops for creators.

In July, we unveiled three GeForce RTX Super GPUs delivering the best in class gaming performance and power efficiency and real-time ray tracing for both current and next generation games. These GPUs deliver a performance boost of up to 24% from our initial Turing GPUs launched a year earlier. The Super line up strengthens our leadership in the high end of the market and the response has been great. We look forward to delighting gamers with the best performance in ray tracing as we get into the back-to-school and holiday shopping seasons.

Ray tracing is taking the gaming industry by storm and have quickly come to define the modern era of computer graphics, a growing number of blockbuster AAA titles have announced support for NVIDIA RTX ray tracing including Call of Duty: Modern Warfare, Cyberpunk 2077, Watch Dogs:Legion, and Wolfenstein: Youngblood. Excitement around these titles is tremendous. GameSpot called Cyberpunk, one of the most anticipated games of the decade

NVIDIA GeForce RTX are the only graphic cards in the market with hardware support for ray tracing. They deliver a 2 times to 3 times performance speed up over GPUs without a dedicated ray tracing core. The laptop business continues to be a standout growth driver as OEMs are ramping a record 100 plus gaming laptop models, ahead of the back-to-school and holiday season.

The combination of our energy efficient Turing architecture and Max-Q technology enables beautifully crafted thin and light form factors that can deliver the performance of a high-end gaming desktop or a next generation console. At Computex in May, we unveiled NVIDIA RTX Studio laptops, a new design artist platform that extends our reach to the large underserved market of creators. In the age of YouTube, creators and freelancers are rapidly growing population but they have traditionally not had access to professional grade workstations through online and retail channels.

RTX Studio laptops are designed to meet their increasing complex workflows such as photo-realistic ray tracing, AI image enhancement and ultra high resolution video. Powered by our RTX GPUs and Optimus [Phonetic] software, RTX Studio laptops deliver performance that's up to seven times faster than that of the MacBook Pro. A total of 27 RTX Studio models have been announced by major OEMs. Sequential growth also benefited from the production ramp of the two new models of Nintendo Switch gaming console. We expected our console business to remain strong in Q3 before the seasonal production slow down in Q4, when console related revenue is expected to be fairly minimal, similar to last year.

Moving to data center, revenue was $655 million, down 14% year-on-year and up 3% sequentially. In the vertical industries portion of the business, expanding AI workloads drove sequential and year-over-year growth. In hyperscale portion, we continue to be impacted by relatively weak overall spending as a handful of CSPs. Sales of NVIDIA GPUs for use in the cloud were solid while sales for internal hyperscales use were muted, the engineering focus on AI is growing. Let me give some color on each of these areas.