Taipei, Sunday, July 5, 2015 17:11 (GMT+8)
mostly cloudy
Taipei
33°C
Digitimes Insight: Acer needs new business model for mobile devices - related company info
Joseph Tsai, DIGITIMES, Taipei [Friday 1 April 2011]
  • Acer
  • Performance
    The company's stock price closed at NT$15.5 on the TSE on Thursday, July 2, 2015.
    The company has reported consolidated revenues of NT$17,664 million for May 2015, representing a 11.6% increase on month and 30.9% drop on year.
    For the first quarter of 2015, the company totaled NT$67,948 million in consolidated revenues, down 20.9% sequentially and down 11.4% on year.
    Brief

    Full name: Acer

    Chinese name: 宏碁股份有限公司

    Short name: Acer

    Stock code: 2353

    Tax ID: 20828393

    Market: TSE

    Established: 1 Aug 1976

    Paid in capital: NT$27.79 billion

    Listed on TSE: 18 Sep 1996

    Website: www.acer.com

  • On display
    • Acer Chromebook 11

      Acer displayed a series of Chromebooks with display sizes ranging from 11- to 15-inch at Computex 2015. Acer is currently...

      Photo: Joseph Tsai, Jun 11.

    • Acer Liquid Jade Z smartphone

      Acer has announced the Liquid Jade Z featuring an IPS display with the Zero Air Gap technology to help reduce reflections...

      Photo: Company, Mar 10.

    • Acer Liquid M220 smartphone

      Acer has unveiled the Liquid M220 smartphone, its first Liquid series smartphone to run on the Windows Phone 8.1 operating...

      Photo: Company, Mar 5.

  • Latest stock
    Acer [2353] historical stock price (NT$)
    DateVolume (k)TransactionsValueOpenHighLowCloseChangeAskBid
    3-Jul 8,035 2,617 122,310,175 15.50 15.50 15.10 15.20-0.30-1.94% 15.25 15.20
    2-Jul 8,379 3,380 129,350,752 15.45 15.55 15.30 15.50-0.10-0.64% 15.50 15.45
    1-Jul 16,282 4,931 250,742,655 15.00 15.70 15.00 15.60+0.65+4.35% 15.65 15.60
    30-Jun 11,400 3,591 170,686,550 14.95 15.10 14.90 14.95-0.15-0.99% 15.00 14.95
    29-Jun 14,375 3,633 214,735,461 15.10 15.15 14.75 15.10-0.25-1.63% 15.10 15.05
    26-Jun 6,014 2,057 92,484,306 15.45 15.45 15.30 15.35-0.10-0.65% 15.40 15.35
    • Source: TSE, compiled by Digitimes
    Latest sales

    Acer: Consolidated revenues, May 2014 - May 2015 (NT$m)

    Month

    Sales

    M/M

    Y/Y

    YTD

    Y/Y

    May-15

    17,664

    11.6%

    (30.9%)

    101,585

    (16.4%)

    Apr-15

    15,824

    (36.1%)

    (17.8%)

    83,921

    (12.6%)

    Mar-15

    24,744

    19.9%

    (19.6%)

    68,097

    (11.3%)

    Feb-15

    20,644

    (9.1%)

    (15.6%)

    43,353

    (5.6%)

    Jan-15

    22,709

    (21.6%)

    5.8%

    22,709

    5.8%

    Dec-14

    28,979

    1.7%

    2.1%

    329,835

    (8.4%)

    Nov-14

    28,489

    0.9%

    (7.3%)

    300,856

    (9.3%)

    Oct-14

    28,223

    (9.3%)

    2.4%

    272,368

    (9.5%)

    Sep-14

    31,100

    4.2%

    (5.7%)

    244,145

    (10.7%)

    Aug-14

    29,852

    18.9%

    5.2%

    213,044

    (11.4%)

    Jul-14

    25,112

    (31.3%)

    (12.1%)

    183,193

    (12.7%)

    Jun-14

    36,549

    43.1%

    (2.3%)

    158,080

    (12.8%)

    May-14

    25,547

    32.7%

    (2.9%)

    121,531

    (15.5%)

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, July 2015

    Acer: Consolidated revenues, 1Q14 - 1Q15 (NT$m)

    Quarter

    Sales

    Q/Q

    Y/Y

    YTD

    Y/Y

    1Q-15

    67,948

    (20.9%)

    (11.4%)

    67,948

    (11.4%)

    4Q-14

    85,937

    0.3%

    (0.8%)

    329,684

    (8.5%)

    3Q-14

    85,686

    5.4%

    (7%)

    243,747

    (10.9%)

    2Q-14

    81,337

    6%

    (9%)

    158,061

    (12.8%)

    1Q-14

    76,724

    (11.4%)

    (16.6%)

    76,724

    (16.6%)

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, July 2015

    Latest balance sheet and income statement

    Acer: Consolidated balance sheet, 1Q14 - 1Q15 (NT$k)

    Item

    1Q-2015

    4Q-2014

    3Q-2014

    2Q-2014

    1Q-2014

    Current assets

    139,824,535

    150,885,170

    153,850,075

    146,943,000

    137,659,020

    Intangible assets

    26,130,822

    26,727,547

    26,056,676

    25,963,236

    28,819,181

    Non-current assets

    39,153,388

    40,209,867

    40,506,061

    40,845,456

    43,867,811

    Assets

    178,977,923

    191,095,037

    194,356,136

    187,788,456

    181,526,831

    Current liabilities

    102,621,505

    117,755,891

    121,471,464

    112,051,031

    103,388,416

    Non-current liabilities

    12,607,483

    12,709,296

    14,932,881

    18,667,595

    20,487,899

    Liabilities

    115,228,988

    130,465,187

    136,404,345

    130,718,626

    123,876,315

    Stockholders' equity

    63,748,935

    60,629,850

    57,951,791

    57,069,830

    57,650,516

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, July 2015

    Acer: Consolidated income statement, 1Q14 - 1Q15 (NT$k)

    Item

    1Q-2015

    4Q-2014

    3Q-2014

    2Q-2014

    1Q-2014

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    Operating revenue

    67,947,548

     

    85,937,104

     

    85,686,365

     

    81,336,578

     

    76,724,224

     

    Gross profit (loss) from operations

    6,663,268

    9.8%

    7,361,484

    8.6%

    7,678,719

    9%

    7,527,558

    9.3%

    6,374,423

    8.3%

    Operating expenses

    6,390,210

    9.4%

    6,639,659

    7.7%

    6,607,237

    7.7%

    6,936,335

    8.5%

    6,384,047

    8.3%

    Operating income (loss)

    304,110

    0.4%

    814,234

    0.9%

    1,103,791

    1.3%

    662,396

    0.8%

    127,244

    0.2%

    Non-operating expenses and losses

    29,618

    0%

    76,260

    0.1%

    -53,583

    -0.1%

    -134,623

    -0.2%

    18,700

    0%

    Income from continuing operations before income tax

    333,728

    0.5%

    890,494

    1%

    1,050,208

    1.2%

    527,773

    0.6%

    145,944

    0.2%

    Net income (loss)

    173,134

    0.3%

    654,098

    0.8%

    650,660

    0.8%

    484,699

    0.6%

    1,127

    0%

    Diluted earnings per share (NT$)

    0.1

     

    0.2

     

    0.2

     

    0.2

     

    0

     

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, July 2015

  • Acer full profile

Topics: Page 2

Companies: Acer

China AP market 2Q15 shipment forecast

CHINA SMARTPHONE AP | Jun 29, 10:47

Digitimes Research predicts China smartphone AP shipments in second-quarter 2015 will show annual growth due to the depletion of inventories in the first quarter of 2015 and new smartphone products being introduced which contains new AP solutions. The new product...

Taiwan server shipment forecast and industry analysis, 2015

RESEARCH EXTRAS | Apr 10, 15:57

The server market did not perform well in 2014 though rising demand from Internet data centers (IDCs) and China brands helped global shipments (measured by motherboards) grow 7.1% to 10.4 million. Using this as the base for growth, in 2015 the market is expected...

Taiwan LCD TVs – 1Q 2015

TAIWAN DISPLAY SYSTEM | May 22, 15:51

Taiwan's LCD TV makers saw strong seasonal impacts in the first quarter of 2015. Shipments to North America saw a particularly sharp decline as a result of reduced procurement from Mexico and major client Toshiba quitting the North America market.

Taiwan handsets – 1Q 2015

TAIWAN MOBILE DEVICE | May 15, 15:58

Most of Taiwan's handset makers felt strong seasonal effects in the first quarter. Foxconn suffered particularly as a result of drastic drops in orders from Sony Mobile and Microsoft Mobile.

China smartphone market and industry – 1Q 2015

CHINA SMARTPHONE | May 13, 10:56

According to Digitimes Research's survey of the Mainland China smartphone supply chain, as well as other relative vendors, increased demand for Apple's new device models, Mainland China's high-end smartphone models experienced lackluster sales in the first quarter...

2015 China IC design market forecast
Wireless broadband developments in Southeast Asia markets
2015 global notebook demand forecast

3-Jul-2015 markets closed

 LastChange

TAIEX (TSE)9358.23-21.01-0.22% 

TSE electronic366.57-0.23-0.06% 

GTSM (OTC)137.44-0.12-0.09% 

OTC electronic182.29-0.55-0.3% 

  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.