Acer, Asustek believe tablet PC to aid 2Q11 revenues, market watchers doubt it - ResearchInChina

Date:2011-03-29liaoyan  Text Size:

Taiwan-based notebook brand vendors Acer and Asustek Computer are both optimistic about their tablet PC products can boost their revenues in the second quarter; however, market watchers still remain conservative about the revenue growth that the tablet PCs can bring.

Acer expects its tablet PCs, which have already started shipping in March and will have even more models to be launched in the second quarter, will see strong shipment increase in the second quarter, while Asustek expects its Eee Pad series will contribute about 5% of its second-quarter revenues.

Comparing the products to the iPad 2, both Acer and Asustek have added special functions into their machines and iPad 2 but the two vendors' devices do not have any price advantage, while facing a big gap in brand popularity, so their sales are unlikely to benefit much, the market watchers noted.

The market watchers are already conservative about Acer's claim that the company will ship over five million tablet PCs in 2011 and believe Asustek's goal of shipping 1.5-2 million units will have a better chance to succeed.

The market watchers also expect Asustek and Acer to both see a sequential revenue drop of 10-15% in the first quarter of 2011. However, despite new Sandy Bridge notebooks already having started shipping, the two players are expected to see sequential growth of only 10% in the second quarter due to shortage of labor and component.

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