Overview
- ASUS told investors the third-generation ROG Ally, launched last month with deeper Xbox collaboration, has seen an extremely positive market response.
- Demand for higher-end models exceeded expectations, leaving premium configurations in short supply.
- The company said it is working closely with key component suppliers to ramp production and close the gap.
- ASUS indicated the Ally line could stabilize at NT$4–5 billion in quarterly revenue after the initial NT$3–5 billion contribution.
- Executives framed the ROG Ally family as a core pillar for the gaming business, after acknowledging they misjudged demand for the $999 Ally X.