The 55-year-old Italian, Jiang Fanke Ranci, has never been so close to his dream. This time, he tried to win the throne of the PC industry leader with a hot tablet.
Recently, the world’s second-largest PC maker, Acer Corporation, released three tablet computers at a glance in New York on the eve of Thanksgiving. Among them, the tablet PC with Microsoft's operating system will be the first to be listed in February next year, and models based on Google's Android system will be available in April next year. Acer is a multinational brand manufacturer that introduced tablets after Apple, Dell, RIM and Samsung Electronics.
Acer said that it is currently negotiating with the U.S. telecommunications operators about their tablet 3G connections, and the company did not disclose the prices of these tablet computers in detail. Acer’s president and CEO, Jiang Fanke Lanci, said that the price of its tablet PCs will be between $299 and $599, depending on configuration, screen size, and connectivity. At present, the Apple iPad's US price is between 499-829 US dollars.
Ranke claimed that the development of tablet PCs is part of Acer's "natural evolution" process. The tablet PC market has only just begun, and Acer is now not too late to join. He threatened that Acer would break Apple’s dominant position and aim to grab 10% to 15% of the world’s market share next year.
In the eyes of the industry, Acer has a more realistic meaning. Two years ago, Ranci had spoken in Shanghai and will surpass HP as the PC industry leader in 2011. Ranci's prediction does not seem outrageous. Earlier this year, Acer relied on cheap netbooks to shorten the gap between HP and HP.
However, it is not easy to pull HP down. Ryan Tsang, analyst at Royal Bank of Scotland, believes that Hwang’s remarks are very aggressive. “In addition to price, it is difficult to say whether Acer’s products are different from the iPad or perform better than the iPad.â€
Sword refers to Apple iPad
In recent years, Acer has shied away from launching new products in the U.S. market. This time, it directly chose to hold a press conference at Apple's home base. The challenge is obvious. Bloomberg quoted Roger Antner, the head of Nielsen's telecommunications research department, as saying that this provided an opportunity for Acer to increase its visibility in the North American market.
Apple iPad, which began selling in April, has an overwhelming lead in the market. According to research firm Strategy Analytics, iPad’s market share in the third quarter was 95%. The industry believes that Apple will not easily give up this market position. Apple will accelerate the launch of the next-generation iPad product when Acer next year will ship the first tablet.
However, tablet PCs are still a huge potential market. Market research firm Gartner estimates that the growth rate of laptops will be only 23% next year, and tablet PCs will increase significantly by 181% to 54.8 million units. Zeng Xuliang also believes that in view of Acer’s strength in large-scale industries, if they can produce cheap models as in the field of netbooks, the company may succeed.
Acer tried to look at the outside world by introducing different types of tablet PC products to avoid potential market risks. Apple CEO Steve Jobs had previously said that RIM, Samsung Electronics and other tablet computers will eventually face the fate of being eliminated, "because they are too small screen, it is difficult to compete with the iPad."
Lanci believes that Apple may not have such a large competitive advantage in other markets, including emerging countries, which provides a good market opportunity for Acer's development. He said that Acer will use its PC business scale and retail channels to lead any rival, including Asian rival Samsung Electronics.
Taiwan’s “Business Week†wrote that in order to launch tablets early on, Acer’s internal smartphone team is almost full, including smartphones, laptops, and netbooks. Acer currently has at least three groups of people devoted to the development of tablets.
Given that the iPad's greatest success is not in industrial design, but in the developer ecosystem of app stores, Acer will also establish a similar application development platform when it enters the tablet PC market. It is reported that the platform will be operational in the UK and Italy on December 20, while other markets are expected to be launched until the second quarter of next year. Wang Zhentang, chairman of Acer, said with confidence: "We must be better than others."
The capital market is also optimistic about Acer’s performance in the future market. Morgan Stanley’s report stated that Acer’s “Outperform†rating would still be maintained. The agency believes that, while the market is concerned that Apple may grab the notebook computer market, Acer strives to find a new outlet, which is positive for the future development of the company.
However, with more companies launching new devices, the competition in the tablet PC market has become even fiercer. On November 22, Dell announced the launch of a new tablet based on the Microsoft operating system. NPD analyst Robin Rubin said that every company wants to launch a new tablet and compete in the market.
觊觎 "One Brother" Location Recently, Lanchi said in an interview with foreign media that if the mobile device market continues to grow, the company is expected to replace HP next year and become the world's largest mobile computer manufacturer. According to data provided by Morgan Stanley, the shipment of Acer laptops this year is about 2 million units away from Hewlett-Packard. Wang Zhentang described this as saying that they are already number 1.5 this year.
However, as Apple further expands iPad sales in emerging markets, the industry is concerned that the PC industry will be hit, and some research institutions also expect the industry to face the first recession in history, and even spread the argument that the PC is about to die. Citibank analyst Richard Gardner recently released a report saying that due to the erode of tablet computers, PC sales growth in 2011 will be reduced from the previously projected 12% to 9%. The agency estimates that by 2012, tablets will eat into more PC markets.
In this regard, Wang Zhentang stressed that this year's Christmas and the first quarter of next year, the company's situation should be pretty good, and driven by emerging markets such as mainland China, will continue to grow next year, will maintain the growth rate of 20% in the next few years. He said that the iPad phenomenon is only a one-time fanaticism in the market, and buyers will soon return to the PC market rationally.
Barometer of the PC industry - chip shipments to a certain extent corroborated Wang Zhentang's point of view. IDC estimates that global PC chip sales and revenue increased by 2.1% and 2.5% respectively in the third quarter of this year compared to the second quarter. Compared with the third quarter of 2009, they increased by 8.6% and 24.1% respectively.
Some media have pointed out that since the appointment of Ranci, Acer has been rising in rankings almost every two years. Whether this record can be maintained will depend on tablet shipments next year. Taiwan’s “Business Week†revealed that Acer has estimated the iPad’s impact on the Internet next year. Acer’s netbook shipments this year will be only 80% this year. Currently, netbooks account for nearly 30% of its shipments. This means that Acer will be selling at least 4.2 million laptops this year, at least compared to this year, to tie up with HP's performance this year.
However, Acer's premise to the Taiwan Stock Exchange's data shows that the company's non-merger revenue in October was 37.406 billion New Taiwan dollars (about 1.22 billion US dollars), compared with September's 58.36 billion yuan, a sharp decline of 35.9%. Acer said that the results only reflect the trend of revenue in some regions, and stressed that the target for revenue growth of 5%-10% in the fourth quarter unchanged.
In fact, HP's recent performance is remarkable, which undoubtedly marks the question of whether Acer can achieve beyond. In the fourth quarter ended October 31, due to increased sales of its core PC business in the global market and increased profit growth, HP’s profit for the quarter increased by 5.2%, exceeding the expectations of Wall Street analysts, and HP’s upward adjustment. Fiscal year performance expectations.
However, market analysts pointed out that when Acer first entered the PC field, almost no one would believe that the layman could achieve success, and now it has indeed become one of the world's leading PC makers.
The key to the Chinese market Although Acer has been ambitious, it has not won much in the world's two most important markets.
The IDC report said that Apple Computer sold 2 million units in the third quarter, an increase of 24.1% year-on-year, replacing Acer as the third in the US market. In the Chinese mainland market, Acer has been dull. Gartner data show that in the third quarter of this year, Acer's market share in the mainland PC is 4% (note that notebook accounted for 7% of the mainland notebook market), and revenue is more than 6% of the company's total global revenue. China is the fastest growing PC market in the world. Some research institutions expect that PC sales in China will increase by 21% this year, which is higher than the global average of 14%.
Now, Acer hopes that the deal with Founder will change all of this. Lanchi said that the market share of Acer’s mainland merger will be between 12% and 13%. According to IDC’s third-quarter sales data, HP’s market share in mainland China has dropped from 16.6% in the same period last year to 9.2% this year, falling out of the top three brands, not only lagging significantly behind Lenovo, but also by Dell and Acer. Founder beyond. Many analysts are optimistic about the results of the cooperation between Acer and Founder. Ye Lei, an analyst at Gartner, believes that Acer has a good track record in winning market share, especially in gaining market share while also reducing costs and increasing efficiency. He believes that by the third quarter of 2011 this restructuring will see results.
In the past few years, Acer has been very successful in acquiring small PC manufacturers. In 2007, Acer acquired the US PC brand Gateway, which helped the company surpass Lenovo and eventually surpassed Dell to become the world’s second-largest PC maker. In the past six months, with the help of Founder’s distribution and retail network, Acer has begun a large-scale reorganization of its mainland operations.
Some analysts believe that this move will place Macros among the leading companies in the mainland market. JPMorgan analyst Elwin Korokak listed Acer as a strong stock that would reverse. He predicted that in the next two years, Acer and Fang’s share of the notebook market in mainland China will soar to 13.8% and 16.9% from 8.5% this year.
Lanci also stated that next year, the contribution of mainland China's business (to Acer's income) will exceed 10%. However, Lanci seems to think that this is an impossible task for Lenovo to overcome the mainland's domestic rival Lenovo. Currently, Lenovo occupies nearly 30% of the mainland market share. Lanci said that we have never said that we must become the boss of the Chinese market. We must become the second child in the Chinese market. This is a relatively realistic goal.
Recently, the world’s second-largest PC maker, Acer Corporation, released three tablet computers at a glance in New York on the eve of Thanksgiving. Among them, the tablet PC with Microsoft's operating system will be the first to be listed in February next year, and models based on Google's Android system will be available in April next year. Acer is a multinational brand manufacturer that introduced tablets after Apple, Dell, RIM and Samsung Electronics.
Acer said that it is currently negotiating with the U.S. telecommunications operators about their tablet 3G connections, and the company did not disclose the prices of these tablet computers in detail. Acer’s president and CEO, Jiang Fanke Lanci, said that the price of its tablet PCs will be between $299 and $599, depending on configuration, screen size, and connectivity. At present, the Apple iPad's US price is between 499-829 US dollars.
Ranke claimed that the development of tablet PCs is part of Acer's "natural evolution" process. The tablet PC market has only just begun, and Acer is now not too late to join. He threatened that Acer would break Apple’s dominant position and aim to grab 10% to 15% of the world’s market share next year.
In the eyes of the industry, Acer has a more realistic meaning. Two years ago, Ranci had spoken in Shanghai and will surpass HP as the PC industry leader in 2011. Ranci's prediction does not seem outrageous. Earlier this year, Acer relied on cheap netbooks to shorten the gap between HP and HP.
However, it is not easy to pull HP down. Ryan Tsang, analyst at Royal Bank of Scotland, believes that Hwang’s remarks are very aggressive. “In addition to price, it is difficult to say whether Acer’s products are different from the iPad or perform better than the iPad.â€
Sword refers to Apple iPad
In recent years, Acer has shied away from launching new products in the U.S. market. This time, it directly chose to hold a press conference at Apple's home base. The challenge is obvious. Bloomberg quoted Roger Antner, the head of Nielsen's telecommunications research department, as saying that this provided an opportunity for Acer to increase its visibility in the North American market.
Apple iPad, which began selling in April, has an overwhelming lead in the market. According to research firm Strategy Analytics, iPad’s market share in the third quarter was 95%. The industry believes that Apple will not easily give up this market position. Apple will accelerate the launch of the next-generation iPad product when Acer next year will ship the first tablet.
However, tablet PCs are still a huge potential market. Market research firm Gartner estimates that the growth rate of laptops will be only 23% next year, and tablet PCs will increase significantly by 181% to 54.8 million units. Zeng Xuliang also believes that in view of Acer’s strength in large-scale industries, if they can produce cheap models as in the field of netbooks, the company may succeed.
Acer tried to look at the outside world by introducing different types of tablet PC products to avoid potential market risks. Apple CEO Steve Jobs had previously said that RIM, Samsung Electronics and other tablet computers will eventually face the fate of being eliminated, "because they are too small screen, it is difficult to compete with the iPad."
Lanci believes that Apple may not have such a large competitive advantage in other markets, including emerging countries, which provides a good market opportunity for Acer's development. He said that Acer will use its PC business scale and retail channels to lead any rival, including Asian rival Samsung Electronics.
Taiwan’s “Business Week†wrote that in order to launch tablets early on, Acer’s internal smartphone team is almost full, including smartphones, laptops, and netbooks. Acer currently has at least three groups of people devoted to the development of tablets.
Given that the iPad's greatest success is not in industrial design, but in the developer ecosystem of app stores, Acer will also establish a similar application development platform when it enters the tablet PC market. It is reported that the platform will be operational in the UK and Italy on December 20, while other markets are expected to be launched until the second quarter of next year. Wang Zhentang, chairman of Acer, said with confidence: "We must be better than others."
The capital market is also optimistic about Acer’s performance in the future market. Morgan Stanley’s report stated that Acer’s “Outperform†rating would still be maintained. The agency believes that, while the market is concerned that Apple may grab the notebook computer market, Acer strives to find a new outlet, which is positive for the future development of the company.
However, with more companies launching new devices, the competition in the tablet PC market has become even fiercer. On November 22, Dell announced the launch of a new tablet based on the Microsoft operating system. NPD analyst Robin Rubin said that every company wants to launch a new tablet and compete in the market.
觊觎 "One Brother" Location Recently, Lanchi said in an interview with foreign media that if the mobile device market continues to grow, the company is expected to replace HP next year and become the world's largest mobile computer manufacturer. According to data provided by Morgan Stanley, the shipment of Acer laptops this year is about 2 million units away from Hewlett-Packard. Wang Zhentang described this as saying that they are already number 1.5 this year.
However, as Apple further expands iPad sales in emerging markets, the industry is concerned that the PC industry will be hit, and some research institutions also expect the industry to face the first recession in history, and even spread the argument that the PC is about to die. Citibank analyst Richard Gardner recently released a report saying that due to the erode of tablet computers, PC sales growth in 2011 will be reduced from the previously projected 12% to 9%. The agency estimates that by 2012, tablets will eat into more PC markets.
In this regard, Wang Zhentang stressed that this year's Christmas and the first quarter of next year, the company's situation should be pretty good, and driven by emerging markets such as mainland China, will continue to grow next year, will maintain the growth rate of 20% in the next few years. He said that the iPad phenomenon is only a one-time fanaticism in the market, and buyers will soon return to the PC market rationally.
Barometer of the PC industry - chip shipments to a certain extent corroborated Wang Zhentang's point of view. IDC estimates that global PC chip sales and revenue increased by 2.1% and 2.5% respectively in the third quarter of this year compared to the second quarter. Compared with the third quarter of 2009, they increased by 8.6% and 24.1% respectively.
Some media have pointed out that since the appointment of Ranci, Acer has been rising in rankings almost every two years. Whether this record can be maintained will depend on tablet shipments next year. Taiwan’s “Business Week†revealed that Acer has estimated the iPad’s impact on the Internet next year. Acer’s netbook shipments this year will be only 80% this year. Currently, netbooks account for nearly 30% of its shipments. This means that Acer will be selling at least 4.2 million laptops this year, at least compared to this year, to tie up with HP's performance this year.
However, Acer's premise to the Taiwan Stock Exchange's data shows that the company's non-merger revenue in October was 37.406 billion New Taiwan dollars (about 1.22 billion US dollars), compared with September's 58.36 billion yuan, a sharp decline of 35.9%. Acer said that the results only reflect the trend of revenue in some regions, and stressed that the target for revenue growth of 5%-10% in the fourth quarter unchanged.
In fact, HP's recent performance is remarkable, which undoubtedly marks the question of whether Acer can achieve beyond. In the fourth quarter ended October 31, due to increased sales of its core PC business in the global market and increased profit growth, HP’s profit for the quarter increased by 5.2%, exceeding the expectations of Wall Street analysts, and HP’s upward adjustment. Fiscal year performance expectations.
However, market analysts pointed out that when Acer first entered the PC field, almost no one would believe that the layman could achieve success, and now it has indeed become one of the world's leading PC makers.
The key to the Chinese market Although Acer has been ambitious, it has not won much in the world's two most important markets.
The IDC report said that Apple Computer sold 2 million units in the third quarter, an increase of 24.1% year-on-year, replacing Acer as the third in the US market. In the Chinese mainland market, Acer has been dull. Gartner data show that in the third quarter of this year, Acer's market share in the mainland PC is 4% (note that notebook accounted for 7% of the mainland notebook market), and revenue is more than 6% of the company's total global revenue. China is the fastest growing PC market in the world. Some research institutions expect that PC sales in China will increase by 21% this year, which is higher than the global average of 14%.
Now, Acer hopes that the deal with Founder will change all of this. Lanchi said that the market share of Acer’s mainland merger will be between 12% and 13%. According to IDC’s third-quarter sales data, HP’s market share in mainland China has dropped from 16.6% in the same period last year to 9.2% this year, falling out of the top three brands, not only lagging significantly behind Lenovo, but also by Dell and Acer. Founder beyond. Many analysts are optimistic about the results of the cooperation between Acer and Founder. Ye Lei, an analyst at Gartner, believes that Acer has a good track record in winning market share, especially in gaining market share while also reducing costs and increasing efficiency. He believes that by the third quarter of 2011 this restructuring will see results.
In the past few years, Acer has been very successful in acquiring small PC manufacturers. In 2007, Acer acquired the US PC brand Gateway, which helped the company surpass Lenovo and eventually surpassed Dell to become the world’s second-largest PC maker. In the past six months, with the help of Founder’s distribution and retail network, Acer has begun a large-scale reorganization of its mainland operations.
Some analysts believe that this move will place Macros among the leading companies in the mainland market. JPMorgan analyst Elwin Korokak listed Acer as a strong stock that would reverse. He predicted that in the next two years, Acer and Fang’s share of the notebook market in mainland China will soar to 13.8% and 16.9% from 8.5% this year.
Lanci also stated that next year, the contribution of mainland China's business (to Acer's income) will exceed 10%. However, Lanci seems to think that this is an impossible task for Lenovo to overcome the mainland's domestic rival Lenovo. Currently, Lenovo occupies nearly 30% of the mainland market share. Lanci said that we have never said that we must become the boss of the Chinese market. We must become the second child in the Chinese market. This is a relatively realistic goal.
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