Acer, based on its order placements, is expected to see total shipments in the third quarter of 2014 increase 25-30%, higher than the growth of worldwide shipments according to Taiwan-based supply chain makers.
Acer's orders are expected to benefit its ODM partners such as Compal Electronics, Wistron and Quanta Computer.
Acer CEO Jason Chen also recently revealed that the company is seeing strong demand from channels and is cooperating closely with suppliers to ensure smooth supplies.
Acer previously suffered up to 30% supply shortages as its suppliers in Chongqing, China had trouble recruiting sufficient workers. However, the shortages have significantly improved since July and the vendor's orders are expected to increase each month in the third quarter, the sources explained.
Digitimes Research estimates that the worldwide notebook market will see sequential shipment growth of 4.3% in the third quarter, while Acer will see sequential growth of 13.6%, a lot higher than the global average.
The sources pointed out that panels and DRAM are currently still suffering from shortages and the situation is expected to grow worse as demand for notebooks is gradually picking up. The shortages are expected to ease in the fourth quarter.
Acer's board of directors on August 7 approved the company's financial report for the second quarter of 2014: consolidated revenues were NT$81.34 billion (US$2.71 billion), gross margin 9.26%, net operating profit NT$662 million, net profit NT$485 million and net EPS NT$0.18.
Compared to the same quarter in 2013, Acer's consolidated revenues dropped 9% in the second quarter, but grew 6% from the first quarter of 2014.
In the first half, Acer had consolidated revenues of NT$158.06 billion, down 12.8% on year, net profit of NT$486 million and EPS of NT$0.18.
For the third quarter, Acer has already started promotions for the back-to-school season and is preparing year-end holiday promotions. |