Ming-Chi Kuo: Nvidia N1X/N1 targets heavy on-device AI users, but shipment volumes still depend on Windows

Glonghui, June 1｜According to Sci-Tech Innovation Board Daily, analyst Ming-Chi Kuo posted on X platform analyzing the market prospects for Nvidia N1/N1X chips. Supply chain investigations show that the shipment volume of devices equipped with N1X/N1 chips will be about 10 million units in the next two years. These chips target niche markets, focusing on heavy users who require terminal-side AI computing power. Apart from pricing factors, whether future shipments can be increased still depends on whether Windows can provide applications and workflows that truly schedule terminal-side AI computing power.