00:00We were saying earlier, this is the first time that Advantech is back at Computech in 12 years.
00:05So why exactly did you think this was the year to return?
00:10Thank you, Neville. I think it's a very good question.
00:12Advantech has not been Computech for 12 years.
00:14It's because in the past it's more like consumer.
00:17But we see the AI, especially AI in the past year talk about AI on the server.
00:22But we see AI deployed at the edge is around the corner.
00:25So we think that it's a great opportunity for Advantech to come back to Computech to demonstrate what Advantech is doing at the edge computing, the edge AI to help industrial customer deploy AI quickly at scale.
00:39So talk us through that application then, the so-called edge and that move to the edge because we talk about it in a range of different industries.
00:47But I mean the customers that you work with are very well known.
00:50So NVIDIA for instance, how is that partnership exactly playing out?
00:54Right. NVIDIA is really a cutting-edge development for the AI, right?
01:00And they divide the good technology.
01:02As Advantech, I think we are a great partner to work together to bring their technology together in that with the domain focus of industrial customer need to provide the end product solution to the customer.
01:14Because we focus on a diversified industrial application that you mentioned, smart manufacturing, including that we have healthcare, power and energy.
01:22And for those areas, we see they are eager to deploy AI to speed up their innovation at the field.
01:31So one of the sort of question marks that's come out this year is the application or the move to the edge in devices and in smartphones, in particular PCs.
01:43And some people would say maybe that's been a little bit slower than anticipated.
01:47But when you talk about edge and you apply it to industrial needs or uses, do you see that happening at a faster rate?
01:53I think it's all that comes from the demand.
01:57If you talk about smart manufacturing, you know, I think smart manufacturing, there's an increasing need for AI.
02:04The reason is because of security, sustainability, speed and scalability.
02:09And we talk about that the factory will be built all around the world.
02:14But if we face a lot of labor shortage, how can we resolve that?
02:18That's AI played the war on the smart manufacturing.
02:20I'm not just talking about humanoid robot or AI-enabled robot that can help to resolve the shortage of labor.
02:28I'm also referring that on the production line, we need to increase efficiency.
02:33By AI technology, we can increase the inspection rate to make sure that the ear rate is higher.
02:39And more important is the security and the safety.
02:42In the factory, worker safety is very important.
02:45By AI technology, together with NVIDIA and with our eco-partner, we are able to embed the smart video analytics among the factory to ensure the worker safety.
02:58And so, which industries?
03:00Are there any particular industries that you think are really ripe for this kind of innovation?
03:05Any sectors that you're working with in particular on that?
03:08I think a couple of times, people will talk about robotics.
03:12So, our organized robotics, it's very different.
03:15One is that we call the AMR.
03:17Just that in the warehouse, that you move things around, autonomous robot.
03:21That's a very fundamental one.
03:22They need AI.
03:24And with the sensing.
03:25But second level, we say it's COBRA, which means it's a moving robot.
03:29But with the arm together, you are able to pick out something.
03:32And that's very important for industrial customers to resolve a difficult job.
03:37Also, if you see the factory, they implement a lot of this kind of COBRA.
03:41But last but not least, the humanoid robot.
03:44I think it's still very new.
03:46But I'm sure that another two or three years, the technology was evolving.
03:51Because on the humanoid robot, it's more like a brand.
03:54And thank you for that generative AI and physical AI.
03:57It's helped the humanoid robot to make it real into life.
04:02But when I say to life, maybe not really to life.
04:04To your family, my family, I'm really talking about that in the factory space.
04:11Humanoid robots in particular, I mean, and this is going to get more into the cheap political territory now.
04:16But China has really developed a big lead, it seems, in humanoid robots.
04:21What's the catch-up that you're seeing?
04:24And which region or area is a better place to compete with innovation from China?
04:31This is not an easy question to answer, right?
04:34Indeed, right now, in the humanoid robot, I think they are two big regions.
04:39U.S. and China are really leading the development of humanoid robot.
04:43But I also see in other countries like Japan and Europe, they are also catching up.
04:48So in terms of that, the human robot ecosystem, it's not just where the manufacturer made the human robot.
04:54It's more about the ecosystem because you need all the sensing embedded around the human robot.
05:00So that's where the ecosystem from different countries is also very crucial.
05:05Yes.
05:06One last question, and this one's more related to Qualcomm.
05:09One of the big announcements that they've been making at this conference is their shift into new business lines.
05:14What's your partnership with them right now?
05:17The partnership with Qualcomm is on the embedded side.
05:21We know Qualcomm started going to AIPC last year, and they are going to the AI server.
05:25Instead of the commercial-wise and consumer-wise on the PCN server, Qualcomm is actually taking another step to go to the embedded industrial customer,
05:35where they want to work together to embed the product in the different fields like healthcare, robotics, industrial, and power energy.
05:43That's the way we cooperate with Qualcomm on the embedded application.
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