According to Taiwan media news, ASUS recently lowered its shipment target. In addition to the unsatisfactory results in the third quarter, the impact of tablet PCs on the Internet is also the main reason.
After Asustek (2357) took the lead in reducing its annual shipping target, heavyweight PC makers such as Intel, Quanta (2382) and Compal (2324) also lowered their shipments in the third quarter in succession last week.
ASUS CEO Shen Zhenlai said that the US, Europe and China market conditions in the third quarter were not as good as expected. In addition to the conservative forecast for the quarter's quarterly revenue growth rate of 5% to 10%, the company also lowered its annual notebook shipments. 18 million units were reduced to 16 million to 17 million units.
Shen Zhenlai further stated that the sharp changes in the exchange rate have caused European customers and suppliers to wait and see, while the US market has been selling budgetary products because of Apple's related products. As for the Chinese market, it has been suppressed by the suppression of the housing market and stock market. The growth rate in the third quarter was not as expected. .
In addition, another reason ASUS cut its shipping target for the whole year is that Apple’s iPad tablet will hit netbook sales; the industry’s most recent believe that the impact of tablet PCs on the supply chain of the technology industry may further spread to general notebooks.
Shen Zhenlai expects that the shipment of the iPad will not be deducted. In the third quarter, the US PC market was actually in a recession. Xinfu (6121) Chairman Song Fuxiang also pointed out that the global NB shipments in the third quarter would not grow if they did not calculate the iPad. Will not exceed 5%.
As the iPad has become the market's most heavyweight product in the second half of the year, Acer (2353) and Asustek are actively sprinting on the tablet. Asustek believes that the iPad will impact EeePC, but it cannot be completely replaced. Therefore, EeePC needs to be transformed. It is expected to launch e-books in October and 2 EeePad Tablet PCs in the first quarter of next year.
After Asustek (2357) took the lead in reducing its annual shipping target, heavyweight PC makers such as Intel, Quanta (2382) and Compal (2324) also lowered their shipments in the third quarter in succession last week.
ASUS CEO Shen Zhenlai said that the US, Europe and China market conditions in the third quarter were not as good as expected. In addition to the conservative forecast for the quarter's quarterly revenue growth rate of 5% to 10%, the company also lowered its annual notebook shipments. 18 million units were reduced to 16 million to 17 million units.
Shen Zhenlai further stated that the sharp changes in the exchange rate have caused European customers and suppliers to wait and see, while the US market has been selling budgetary products because of Apple's related products. As for the Chinese market, it has been suppressed by the suppression of the housing market and stock market. The growth rate in the third quarter was not as expected. .
In addition, another reason ASUS cut its shipping target for the whole year is that Apple’s iPad tablet will hit netbook sales; the industry’s most recent believe that the impact of tablet PCs on the supply chain of the technology industry may further spread to general notebooks.
Shen Zhenlai expects that the shipment of the iPad will not be deducted. In the third quarter, the US PC market was actually in a recession. Xinfu (6121) Chairman Song Fuxiang also pointed out that the global NB shipments in the third quarter would not grow if they did not calculate the iPad. Will not exceed 5%.
As the iPad has become the market's most heavyweight product in the second half of the year, Acer (2353) and Asustek are actively sprinting on the tablet. Asustek believes that the iPad will impact EeePC, but it cannot be completely replaced. Therefore, EeePC needs to be transformed. It is expected to launch e-books in October and 2 EeePad Tablet PCs in the first quarter of next year.
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