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So, rather than building a new class of hardware around conversational AI, the company has been introducing features that sit inside established categories. Its webcams already use subject-aware framing and noise filtering, and the recently announced MX Master 4 mouse includes shortcuts that tie directly into ChatGPT and Microsoft Copilot. Faber framed this as a matter of discipline: the company ships roughly three dozen products each year and follows a roadmap planned for several cycles ahead, so additions must justify themselves within familiar workflows.
The interview also touched on supply chain stability and pricing. Logitech raised prices early in the year following tariff changes, but does not expect further increases now that it has stabilized its supply chain across China and five additional countries. Faber described the diversification as a factor in restoring consistency across the firm’s 13 product categories, most of which have returned to volumes near their pandemic peaks. Growth in China has been particularly strong, helped by a locally led product strategy that the company adopted to arrest previous market share losses.
Faber’s comments on AI devices come as other large firms explore their own hardware concepts. OpenAI’s acquisition of a startup co-founded by Jony Ive has fuelled speculation about a consumer device built around generative models. Whether that will avoid the pitfalls that dogged earlier launches is unclear, but Faber’s assessment underlines how difficult it is to create demand for a standalone assistant when multifunction devices continue to carry out the same capabilities.
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Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/logitech-ceo-says-ai-gadget-makers-are-chasing-problems-that-dont-exist#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.