ASUS Says ROG Xbox Ally X Has Seen High Demand and is in Short Supply - News
by William D'Angelo , posted on 13 November 2025 / 5,930 Views
ASUS in its Q3 of the 2025 fiscal year call with investors stated the ROG Xbox Ally X has been in high demand since it launched on October 16 and it is in short supply as they try to meet demand.
"We believe that we have achieved our original goals in terms of premium positioning and creating a new growth driver in the gaming segment," said an ASUS executive in the earnings call (via Seeking Alpha). "And that's why we launched the third-generation ROG Ally last month. It featured deeper collaboration with Xbox.
"And so since its launch, we see that the market response for it has been extremely positive. And particularly, there has been an appetite for the premium higher-end models exceeding our expectations. In fact, these high-end variants are currently in short supply, and we are working closely with key component suppliers to ramp up production and fill the demand gap that currently exists."
The company expects the entire lineup of Ally PC handhelds will generate NT$3 billion to NT$5 billion (USD$96.3 million to USD$160.5 million) this quarter and expected to generate NT$4 billion to NT$5 billion (USD$128.4 million to USD$160.5 million) in revenue per quarter going forward.
"So our goal for the ROG Ally to remain a core pillar within the ASUS gaming portfolio while also driving tangible revenue and profit growth for the company," said ASUS.
"For this quarter, currently, we are expecting the sales contribution of the Ally to come in at around TWD 3 billion to TWD 5 billion. And given the strong demand for the high-end models, we are confident that quarterly revenue could move toward the TWD 4 billion to TWD 5 billion range going forward."
Director of Research & Insights at Niko Partners Daniel Ahmad says the figure likely suggests hundreds of thousands of Ally units sold for the October to December 2025 quarter.
"We're talking in hundreds of thousands here, so still fairly niche overall but not too bad," said Ahmad.
Available sales figures on the ROG Xbox Ally is extremely limited, however, it did sell around 1,000 units in its first week in Spain with over 800 of that figure being the more expensive ROG Xbox Ally X. It would sell another 350 units in its second week in Spain.
A life-long and avid gamer, William D'Angelo was first introduced to VGChartz in 2007. After years of supporting the site, he was brought on in 2010 as a junior analyst, working his way up to lead analyst in 2012 and taking over the hardware estimates in 2017. He has expanded his involvement in the gaming community by producing content on his own YouTube channel and Twitch channel. You can follow the author on Bluesky.
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In the 100k's... wow. Talk about your cultural sensation.
“It would sell another 350 units in its second week in Spain.” That’s high demand if I’ve ever seen it! /s
Maybe this is true relative to ROG Ally — which I’d imagine hasn’t cracked more than a couple of million — but not relative to your traditional home/handheld console. Though maybe I’ll be wrong and the system has actually been moving crazy figures. Only time will tell.
Well the Steam deck has sold the most at what? 2-3 million; sure Asus, sure.
Congrats to the partnership hopefully more innovation and more great handheld hybrids to the future!
They will not gaslight me into believing this thing is nowhere near to being a success.
Success is relative to what the projection and expectation of the device. Its evident that for Asus they did not believe it would be as popular as it is because they only produced so many units. That would mean to them it has exceeded expectations. The device doesn't need to meet your expectations, it just need to meet whatever metric it was suppose to hit for the company making the product.
To Asus this was a success. To gamers and what we think of console sales, this was no where near a success.
So Asus basically expects 170k-215k units sold per quarter (assuming a $750 average price).
That’s the entire Ally line, not just the Xbox Ally, and the product split is not 50/50 between the two different versions. The $1000 version was significantly more popular at launch from the numbers we know in the USA.
The $750 is just a reference point and a conservative average. The base system will probably not sell well because most people who want a lower end PC handheld will go for a SteamDeck instead. So yeah, the numbers could be even lower due to a higher average than I assumed.
Is Asus still producing non-Xbox branded handhelds?
