Tag Archives: estimates

Aug 24

Acer doesn’t expect ‘explosive ...

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IDG News Service – Taiwanese PC maker Acer, revising its estimates, does not expect “explosive growth” for Windows 8 devices when the Microsoft operating system launches in October, with its company CEO citing a lack of consumer interest as one of the reasons.

“We are still waiting for the signal of the consumers’ enthusiasm,” said Acer CEO J.T. Wang during an earnings call on Friday.

Acer, now the world’s third largest PC vendor, originally expected high growth for the company in this year’s second half, with Windows 8 helping to usher in an array of new notebooks and tablet devices to the market.

But due to weakening global economic conditions, along with the uncertainty of the Windows ecosystem, Wang said it is more realistic for the company to expect “medium growth.”

“We see that a lot of PC brand companies and also the channels have a cautious attitude,” he said. “Although everyone is preparing for the Windows 8 launch, but still there is a lot of reservation, and so we do not see the momentum for very explosive growth has been accumulated.”

Wang’s comments about the uncertainty of the Windows ecosystem likely refers to his remarks made earlier this month when he opposed Microsoft selling its own Windows 8 tablet device. Called the “Surface”, Microsoft’s new device breaks away from the company’s decades-long practice of relying on its PC vendor partners to push the Windows OS. Instead, Microsoft’s Surface tablet will directly compete with rival products from Acer and other PC makers in the industry.

During Friday’s conference call, Acer’s CEO also seemed to suggest the company could change its plans for products built for Window RT, a version of Windows 8 designed for devices with ARM-based processors.

“Our original plan is to introduce RT early next year. We have some projects ongoing. But we have to see what happened in the overall ecosystem,” he said.

Wang also said without elaborating that Acer had to wait for Microsoft’s final decision on the selling price of its Windows RT tablet. recent reports state that the Windows RT version of Microsoft’s Surface tablet will be priced at $199.

Acer’s CEO made the comments as the company reported profit growth for this year’s second quarter, one year after the PC maker posted a major quarterly loss.

For the second quarter ended on June 30, Acer’s net profit reached NT$56 million (US$1.87 million), an increase of over 100 percent from the near NT$6.8 billion loss the company reported in the same period a year ago.

Revenues for the quarter reached NT$110.6 billion, up 8.3 percent year-over-year.A for the next quarter, revenues will remain flat as the company transitions toward launching Windows 8 devices in October, the company said.

“Now a lot of operations are already back to normal,” Wang said. “And we will be able to deal with the industry challenges.”

Acer doesn’t expect ‘explosive growth’ for Windows 8 later this year

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Aug 18

Acer does not expect ‘explosive ...

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Taiwanese PC maker Acer, revising its estimates, does not expect “explosive growth” for Windows 8 devices when the Microsoft operating system launches in October, with its company CEO citing a lack of consumer interest as one of the reasons.

“We are still waiting for the signal of the consumers’ enthusiasm,” said Acer CEO J.T. Wang during an earnings call on Friday.

Acer, now the world’s third largest PC vendor, originally expected high growth for the company in this year’s second half, with Windows 8 helping to usher in an array of new notebooks and tablet devices to the market.

But due to weakening global economic conditions, along with the uncertainty of the Windows ecosystem, Wang said it is more realistic for the company to expect “medium growth.”

“We see that a lot of PC brand companies and also the channels have a cautious attitude,” he said. “Although everyone is preparing for the Windows 8 launch, but still there is a lot of reservation, and so we do not see the momentum for very explosive growth has been accumulated.”

Wang’s comments about the uncertainty of the Windows ecosystem likely refers to his remarks made earlier this month when he opposed Microsoft selling its own Windows 8 tablet device. Called the “Surface”, Microsoft’s new device breaks away from the company’s decades-long practice of relying on its PC vendor partners to push the Windows OS. Instead, Microsoft’s Surface tablet will directly compete with rival products from Acer and other PC makers in the industry.

During Friday’s conference call, Acer’s CEO also seemed to suggest the company could change its plans for products built for Window RT, a version of Windows 8 designed for devices with ARM-based processors.

“Our original plan is to introduce RT early next year. We have some projects ongoing. but we have to see what happened in the overall ecosystem,” he said.

Wang also said without elaborating that Acer had to wait for Microsoft’s final decision on the selling price of its Windows RT tablet. recent reports state that the Windows RT version of Microsoft’s Surface tablet will be priced at $199.

Acer’s CEO made the comments as the company reported profit growth for this year’s second quarter, one year after the PC maker posted a major quarterly loss.

For the second quarter ended on June 30, Acer’s net profit reached NT$56 million (US$1.87 million), an increase of over 100 percent from the near NT$6.8 billion loss the company reported in the same period a year ago.

Revenues for the quarter reached NT$110.6 billion, up 8.3 percent year-over-year. For the next quarter, revenues will remain flat as the company transitions toward launching Windows 8 devices in October, the company said.

“Now a lot of operations are already back to normal,” Wang said. “And we will be able to deal with the industry challenges.”

Acer does not expect ‘explosive growth’ for Windows 8 later this year

May 05

Tablet Sales to Outpace Laptops by 2016 as iPad ...

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Tablet sales are on track to outpace laptops by 2016, according to new data from NPD DisplaySearch, with Apple’s iPad projected to hold on to the lead until at least 2017.

The iPad won’t dominate by such a large margin in the next five years, however. according to DisplaySearch, Apple’s share will drop from 72.1 percent in 2012 to 50.9 percent in 2017.

Android-based devices will help pick up the slack, growing from 22.5 percent of the market this year to 40.5 percent by 2017.

Windows 8 has been championed by some as a way to break Apple’s tablet dominance, but according to DisplaySearch estimates, the new Microsoft OS will have about 7.5 percent of the tablet market by 2017, up from 3 percent this year.

Regardless of which particular OS shoppers select, DisplaySearch estimates that they will soon be opting for tablets over laptop PCs.

“As the market matures and competitors become better attuned to consumer preferences and find opportunities to break new ground, we expect the landscape to change dramatically, giving consumers more choices, which will drive demand for more devices,” Richard Shim, NPD DisplaySearch senior analyst, said in a statement.

Back in February, Apple chief Tim Cook also predicted that tablets would one day outsell PCs, but didn’t think that was a bad thing. “The Mac is still growing, and I think it could still grow, but I strongly believe that the tablet market will surpass the unit sales of the PC market,” Cook said at the Goldman Sachs Technology and Internet Conference. still, “that doesn’t mean that the PC is going to die,” Cook said.

Apple sold 11.8 million iPads during the first quarter.

Overall, tablet shipments will grow from 81.6 million in 2011 to 424.9 million in 2017, DisplaySearch said. the group has increased its tablet sale estimates for 2013 from 168.9 million to 184.2 million.

According to data from IDC earlier this week, Apple secured 68 percent of the global tablet market in the first quarter, while Amazon took a tumble to 4 percent.

For more from Chloe, follow her on Twitter @ChloeAlbanesius.

For the top stories in tech, follow us on Twitter at @PCMag.

Tablet Sales to Outpace Laptops by 2016 as iPad Share Dips

Sep 28

Tablet Shipments Exceeding Forecasts; Still ...

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Ingrid Lunden, On Wednesday September 21, 2011, 7:37 am EDT

It’s debatable whether and when tablets will become as mainstream as mobile phones or PCs, but in their own right, their sales trajectory appears to be booming at the moment.

A report out from IDC notes that tablet shipments in EMEA have exceeded earlier estimates, while Juniper Research notes that globally shipments of tablets will grow five-fold in the next five years.

Both also confirm what we’ve already heard many times before: Apple’s iPad is the undisputed leader for now.

IDC says that tablet shipments in Europe, the Middle East and Africa were close to 4.4 million units in Q2 2011—700,000 more than the researchers had originally forecast. that translates to a growth of nearly 400 percent over the same quarter last year, and 82 percent more than Q1 2011. overall, the region is on track for shipments of 22 million for the full year. Juniper, which has today released worldwide figures, predicts that tablet shipments will reach 253 million by 2016—the figure for 2011 it says will be 55.2 million units.

The main driver of this? mostly “soaring demand” for the iPad 2. Apple’s share of the market has definitely gone down over last year—in Q2 2010, before others had entered the market, it had a 94.3 percent market share; in Q2 2011 that is now down to 66.6 percent. But IDC notes that Apple (NSDQ:AAPL – News) is likely to retain its market dominance into 2012 with the introduction of the iPad 3. it is still the largest single manufacturer in the table (see below), and in that sense the tablet market is theirs to lose.

On the Android front, it seems like retailers have not yet come to grips with what consumers are really demanding.

Android tablets. although the many varieties of Android tablets have driven the market to some extent, IDC notes that Android tablets as a whole actually failed to meet its original forecasts for shipments, reaching fewer than 1.4 million units, despite some models (such as the seven-inch Galaxy Tab from Samsung), getting discounted down to €99 in some cases.

IDC also noted that Acer sold less well than expected—it shipped a lot of its Iconia tablets, but these were not bought up as quickly as expected. meanwhile, the ASUS Eee Pad Transformer sold better than originally thought—meaning that more could have been shipped. Despite all this, IDC also thinks that Android tablets will continue to gain market share, and will end 2012 with 34 percent of the tablet market in EMEA.

Two more things on tablet competitors: given the huge price discounts for the TouchPad from HP (NYSE:HPQ – News), it will be interesting to see how and if that impacts tablet sales in Q3 figures later in the year. and: even if we have seen some mis-steps around tablets from brands more traditionally associated with PCs, Juniper believes that the PC makers’ entry into the market, going head-to-head with those from the smartphone camp, is inevitable and will only grow in the years ahead.

At the moment, the drive for tablets looks like it is primarily coming from consumers rather than enterprises, IDC notes. this is because of the dominance of Microsoft (NSDQ:MSFT – News) in desktop software: that has held back a lot of businesses, which are still trying to figure out how tablets would integrate into such that existing infrastructure.

That speaks of an opportunity for Microsoft and its device partners, who will have a chance to take a bite out of the tablet market with Microsoft’s newly-announced Windows 8 OS. and perhaps a missed opportunity from RIM: it shipped only 93,000 PlayBooks in the quarter, and has largely been targeting consumers, not its traditional enterprise base, with the product.

Ultimately, though, this will remain a relatively smaller part of the market: Juniper says that enterprises will account for one-fifth of all tablet sales by 2016.

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Tablet Shipments Exceeding Forecasts; Still Apple’s Game To Lose