Acer na fali wzrostowej
Poprawa w Acerze. Producent zamknął zyskiem II kwartał br. W III kw. liczy na zwiększenie dostaw o 25-30 proc.

Przewidywany wzrost w III kw. w porównaniu z II kw. br. ma być większy niż średnia na rynku – według tajwańskich dostawców podzespołów. Firma zacieśnia współpracę z kooperantami, aby bez problemu zwiększyć produkcję. Obecnie występują niedobory paneli i pamięci DRAM do notebooków, w związku ze wzrostem popytu na ten sprzęt.
Bilans Acera w II kwartale br. wskazuje na poprawę po fatalnej końcówce ub.r. (cały rok zakończył się stratą ponad 600 mln dol.). Przychody wyniosły 2,72 mld dol. Były niższe o 9 proc. niż rok wcześniej, ale w porównaniach kwartał do kwartału był to drugi z rzędu wzrost obrotów (+6 proc.). Zysk operacyjny wyniósł 22,14 mln dol., a zysk netto – 16,2 mln dol.
Marża operacyjna – 0,81 proc. – była najwyższa od II kw. 2011 r., a zysk brutto (251,6 mln dol.) – największy od II kw. 2013 r., co zdaniem zarządu Acera pokazuje pozytywne efekty transformacji firmy.
W całej I połowie br. spadek skonsolidowanych przychodów w porównaniu z I poł. ub.r. był znaczący – 12,8 proc., do 5,28 mld dol., ale zysk netto podwoił się, do 16,24 mln dol., co według firmy świadczy o słuszności obranej drogi. W III kw. br. koncern spodziewa się kontynuacji trendu wzrostowego. Wyniki powinny poprawić promocje w okresie powrotu do szkoły i nowe produkty, które pojawią się na rynku. Zdaniem Digitimes Research wzrost sprzedaży na światowym rynku
notebooków w III kw. wyniesie 4,3 proc. w porównaniu z II kw., zaś Acer
poprawi wynik o 13,6 proc. W minionym kwartale producent zwiększył
sprzedaż o 14,3 proc. (w porównaniu z I kw.).
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W magazynach nadal jest za dużo komputerów
Dopiero w II kw. 2023 r. można spodziewać się normalizacji - przewiduje CEO jednego z największych producentów.
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Rynek PC: jakie marki poradzą sobie lepiej
Sprzedaż w II kw. br. spadła o 18 proc. Analitycy wskazują, jaka oferta komputerów będzie bardziej odporna na spowolenienie.