Taipei, Monday, October 23, 2017 07:10 (GMT+8)
mostly cloudy
Taipei
19°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$15.6 on the TSE on Thursday, October 19, 2017.
    The company has reported consolidated revenues of NT$22,357 million for September 2017, representing a 11.5% increase on month and 0.8% drop on year.
    For the second quarter of 2017, the company totaled NT$53,604 million in consolidated revenues, down 4.4% sequentially and down 4.6% 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$30.85 billion

    Listed on TSE: 18 Sep 1996

    Website: www.acer.com

  • On display
    • IFA 2017: Acer connected 360-degree cameras

      Acer is showcasing at IFA 2017 two LTE-connected 360-degree cameras: the Holo360 all-in-one camera that allows users to...

      Photo: Company, Sep 4.

    • IFA 2017: Acer Switch 7 Black Edition

      Acer's Switch 7 is an ultra-slim convertible and detachable Windows 10 devices incorporating the new 8th Generation Intel...

      Photo: Company, Sep 1.

    • IFA 2017: Acer Chromebook 15

      Acer has unveiled its Chromebook 15 with a 15.6-inch display in an aluminum design at IFA 2017 in Berlin. In addition to...

      Photo: Company, Sep 1.

  • Latest stock
    Acer [2353] historical stock price (NT$)
    DateVolume (k)TransactionsValueOpenHighLowCloseChangeAskBid
    20-Oct 12,287 1,923 194,167,275 15.60 15.85 15.60 15.85+0.25+1.60% 15.80 15.85
    19-Oct 8,414 2,709 131,822,650 15.80 15.90 15.55 15.60-0.20-1.27% 15.60 15.65
    18-Oct 9,838 3,255 155,183,949 16.05 16.10 15.65 15.80-0.20-1.25% 15.80 15.85
    17-Oct 7,475 2,497 119,359,100 16.15 16.15 15.80 16.00-0.10-0.62% 15.95 16.00
    16-Oct 13,410 3,894 214,729,750 15.90 16.15 15.80 16.10+0.35+2.22% 16.05 16.10
    • Source: TSE, compiled by Digitimes
    Latest sales

    Acer: Consolidated revenues, Sep 2016 - Sep 2017 (NT$m)

    Month

    Sales

    M/M

    Y/Y

    YTD

    Y/Y

    Sep-17

    22,357

    11.5%

    (0.8%)

    170,236

    (0.5%)

    Aug-17

    20,056

    10.4%

    5.7%

    147,879

    (0.4%)

    Jul-17

    18,166

    (14.4%)

    6.2%

    127,822

    (1.4%)

    Jun-17

    21,230

    18.2%

    (14.3%)

    109,657

    (2.5%)

    May-17

    17,964

    24.5%

    3.7%

    88,427

    0.8%

    Apr-17

    14,432

    (35.4%)

    2.7%

    70,463

    0.1%

    Mar-17

    22,328

    33.4%

    (8%)

    56,030

    (0.5%)

    Feb-17

    16,740

    (1.3%)

    3.5%

    33,702

    5.2%

    Jan-17

    16,962

    (10%)

    6.8%

    16,962

    6.8%

    Dec-16

    18,839

    (17.1%)

    (16.6%)

    232,732

    (11.7%)

    Nov-16

    22,725

    13.1%

    (2.8%)

    213,893

    (11.2%)

    Oct-16

    20,097

    (10.8%)

    (8.8%)

    191,168

    (12.1%)

    Sep-16

    22,531

    18.8%

    (23.5%)

    171,070

    (12.5%)

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, October 2017

    Acer: Consolidated revenues, 2Q16 - 2Q17 (NT$m)

    Quarter

    Sales

    Q/Q

    Y/Y

    YTD

    Y/Y

    2Q-17

    53,604

    (4.4%)

    (4.6%)

    109,657

    (2.5%)

    1Q-17

    56,052

    (9.1%)

    (0.5%)

    56,052

    (0.5%)

    4Q-16

    61,654

    5.2%

    (9.8%)

    232,724

    (11.8%)

    3Q-16

    58,593

    4.3%

    (12.9%)

    171,070

    (12.5%)

    2Q-16

    56,162

    (0.3%)

    (6.7%)

    112,478

    (12.2%)

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, October 2017

    Latest balance sheet and income statement

    Acer: Consolidated balance sheet, 2Q16 - 2Q17 (NT$k)

    Item

    2Q-2017

    1Q-2017

    4Q-2016

    3Q-2016

    2Q-2016

    Current assets

    116,510,665

    114,898,163

    133,863,136

    118,231,117

    119,145,073

    Intangible assets

    17,541,753

    17,500,205

    18,595,922

    24,713,658

    25,577,155

    Non-current assets

    32,053,641

    31,116,320

    31,810,926

    38,154,145

    38,625,090

    Assets

    148,564,306

    146,014,483

    165,674,062

    156,385,262

    157,770,163

    Current liabilities

    86,117,237

    83,275,012

    105,421,675

    84,511,136

    84,568,387

    Non-current liabilities

    6,962,552

    7,736,463

    2,573,909

    9,281,721

    9,301,193

    Liabilities

    93,079,789

    91,011,475

    107,995,584

    93,792,857

    93,869,580

    Stockholders' equity

    55,484,517

    55,003,008

    57,678,478

    62,592,405

    63,900,583

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, October 2017

    Acer: Consolidated income statement, 2Q16 - 2Q17 (NT$k)

    Item

    2Q-2017

    1Q-2017

    4Q-2016

    3Q-2016

    2Q-2016

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    Operating revenue

    53,604,474

     

    56,052,389

     

    61,653,751

     

    58,592,567

     

    56,162,218

     

    Gross profit (loss) from operations

    6,086,617

    11.4%

    5,424,602

    9.7%

    5,563,736

    9%

    5,577,161

    9.5%

    5,400,440

    9.6%

    Operating expenses

    5,166,684

    9.6%

    4,997,165

    8.9%

    5,519,271

    9%

    5,137,584

    8.8%

    5,723,856

    10.2%

    Operating income (loss)

    991,579

    1.8%

    455,557

    0.8%

    133,370

    0.2%

    471,230

    0.8%

    -278,511

    -0.5%

    Non-operating expenses and losses

    -695,915

    -1.3%

    -512,712

    -0.9%

    -6,069,907

    -9.8%

    -110,986

    -0.2%

    1,053,537

    1.9%

    Income from continuing operations before income tax

    295,664

    0.6%

    -57,155

    -0.1%

    -5,936,537

    -9.6%

    360,244

    0.6%

    775,026

    1.4%

    Net income (loss)

    243,908

    0.5%

    62,605

    0.1%

    -5,733,970

    -9.3%

    248,587

    0.4%

    538,520

    1%

    Diluted earnings per share (NT$)

    0.1

     

    0

     

    -1.9

     

    0.1

     

    0.2

     

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, October 2017

  • Acer full profile

Topics: Supply chain window Page 2

Companies: Acer

China AMOLED panel capacity expansion forecast, 2016-2020

RESEARCH EXTRAS | Jun 8, 15:37

This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by China's makers.

Taiwan server shipment forecast and industry analysis, 2017

TAIWAN MOBILE DEVICE | May 31, 10:20

According to surveys and analyses conducted by Digitimes Research, revenues generated from sales of server motherboards, servers, storage systems and related network system equipment by Taiwan-based vendors rose 4.8% on year to reach NT$555.8 billion (US$18.79...

Taiwan handsets – 2Q 2017

TAIWAN MOBILE DEVICE | Aug 24, 14:56

The revival of the Nokia brand by HMD Global is benefitting Taiwan's handset manufacturing sector. Orders for Nokia-branded feature phones have become a main growth driver for Taiwan's handset shipments.

China smartphone market and industry – 2Q 2017

CHINA SMARTPHONE | Aug 18, 14:38

Digitimes Research estimates smartphone shipments to the China market in the second quarter of 2017 totaled 94.1 million units, maintaining a similar level to that seen in the first quarter of 2017 but down 11.8% on year.

Taiwan LCD TVs – 2Q 2017

TAIWAN DISPLAY SYSTEM | Aug 14, 11:13

Taiwan TV makers' shipments to some of their China-based clients were weakened by rising LCD panel prices in the second quarter of 2017, during which shipments to China's financially-troubled LeEco had mostly stopped.

Global notebook shipment forecast, 2017 and beyond
Global AP demand forecast, 2017-2020
Global notebook shipment forecast, 2017 and beyond

20-Oct-2017 markets closed

 LastChange

TAIEX (TSE)10728.88-31.41-0.29% 

TSE electronic462.74-2.18-0.47% 

GTSM (OTC)144.77-0.10-0.07% 

OTC electronic217.69+0.04+0.02% 

  • China AMOLED panel capacity expansion forecast, 2016-2020

    This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by the China makers.

  • Global AP demand forecast, 2017-2020

    Digitimes Research expects global AP shipments to surpass the 1.9 billion mark in 2017, with smartphones remaining the main application. Qualcomm will be leading the market in 2017, as other players continue playing catch up and scramble for funds to invest in more diverse applications.

  • Global notebook shipment forecast, 2017 and beyond

    This Digitimes Special Report examines key factors in the notebook industry, including products, vendors and ODMs, that will affect total shipments in 2017 and through 2021.