Acer has revamped its sales strategy to focus on higher-margin CULV-based notebooks, while cutting orders for some of its netbooks which is likely to affect shipments at Acer's ODM partners Quanta Computer and Compal Electronics in the second quarter, according to industry sources.
Additionally, weak demand in Europe has left a high inventory of Acer netbooks in local channels, adding another reason for Acer to reduce its orders.
The reductions could start as early as June, with orders for some models falling more than 50%.
Article translated by Joseph Tsai