廣告

2011年4月9日 星期六

Acer/ Asus 何去何從

宏達市值超諾基亞 Android手機顯實力
最近htc 的市值問題有點意思
諾基亞 造福的應該遠大於htc
What is extraordinary is how much bigger Nokia remains in market share. HTC shipped a little more than 24 million handsets last year, almost all smartphones, according to Strategy Analytics. Nokia shipped 453 million, of which about 100 million were smartphones. But investors pay for growth. And Sanford C. Bernstein expects HTC's shipments to soar to 43.3 million this year, while Nokia's number will decline slightly.
Chen: 恩
鍾sir怎麼看最近的Acer?
me: acer 的問題類似nokia 因為apple 改變產業
---



Taiwanese companies followed a simple strategy to get to the top of the global electronics industry: When all else fails, cut prices.

During the depths of the financial crisis, for instance, Taiwan's Acer and Asustek Computer undercut their bigger stateside rivals by focusing on small, inexpensive laptops known as netbooks.

By early 2010, Asustek had become the world's No. 5 PC maker, measured by shipments. Acer shoved aside Dell to reach second place, and executives at the Taipei company said it was only a matter of time before they passed Hewlett-Packard to become the biggest computer manufacturer in the world.

Now, all else really has failed. Acer revised its sales forecast downward in October and then again in March. On Mar. 31, Chief Executive Gianfranco Lanci suddenly resigned; the company said he'd disagreed with other board members over strategy.

Why the change of fortune? Steve Jobs and the iPad, which went on sale in April 2010. Low-end machines from Taiwan couldn't match the appeal of Apple's tablet, which cost about the same. Global laptop sales, which had been rising by double-digit rates before the iPad, collapsed; they grew just 1 percent in the first quarter of 2011. The post-PC era began last year, and Taiwan got blindsided.

Companies there are only now coming out with tablets of their own. Acer started taking pre-orders Friday for the Iconia Tab A500, to be sold exclusively through Best Buy stores at $450. Asustek has begun accepting orders for its Eee Pad Transformer tablet. Both contenders are more than a year behind Apple.

"It's not about having the products out there, because everybody else in the industry also has products out there," says Bryan Ma, an IDC analyst in Singapore. The question is, "How do you have that cool factor?"

In the PC era, the Taiwanese could count on cooperation from Microsoft and Intel, which provided early access to chip design changes and operating system upgrades. In the tablet era, it's more complicated.

Microsoft and others are developing tablet operating systems, but Google is furthest along. Acer and Asustek plan to use Android, the search company's operating system for mobile devices, in their tablets. But the tablet-specific version, code-named Honeycomb, is taking longer than expected because Google has been focused on smart phones, according to Lillian Tay, an analyst with Gartner in Singapore.

"Where are you going to get the most bang for your buck?" she says. "Unfortunately, it is now in phones."

Motorola Mobility was given access to Honeycomb ahead of the Taiwanese. "The inhibiting factor right now is the availability of the correct operating system," says Tay. "Everyone is waiting."

Demand for plain-old computers is hardly disappearing. Gartner expects sales to rebound and grow by 10.5 percent this year.

That's comfort only in the short term, though. The tablet market is growing far faster: Research firm eMarketer estimates tablet sales will climb 178 percent in 2011, and Apple, with its head start, will maintain a 74 percent market share even in the face of increased competition.

Market data provided by Bloomberg News

沒有留言:

網誌存檔