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Digitimes Research: Taiwan ODMs losing out as PC brand vendors turn to China supply chain for tablets - related company info
Jim Hsiao, DIGITIMES Research, Taipei [Monday 7 April 2014]
  • 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
High-brightness LED market trends and forecast, 2015
2015 global tablet 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% 

2015 global notebook demand forecast
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