"Analysis" Acer's failure to gamble cloud computing is not optimistic

Acer is bad this year, first in the second quarter of the global PC maker's market share report, published by market research firm IDC, that Acer was overtaken by Lenovo and relegated to fourth.

Then, IDC released the 2nd quarter of the global Market PC sales report, the report showed that in Western Europe, Acer notebook shipments plunged 47%, by HP overtook, Western European market failure.

In Eastern Europe, Acer's notebook shipments have retreated to second place, as the Asus notebook market has grown 5.5% per cent, ranking first in the local market. The ACER Eastern European market has also been hit.

Meanwhile, in March this year, Acer's CEO ran away and said it had a strategic disagreement with the board. Recently, the news said that in the recent interview, Lanci has said that the development of Samsung. May join Samsung Notebook department. Industry analysts said that Samsung and Acer on the handheld mobile devices in contrast, Lanci to join can make up for Samsung's flaws, and Acer will become the biggest victim. The most threatening is that Lanci will dig up the Acer team.

This series of losses has made Acer aware of the differences between its own development strategy and the trend of market development. In the current market, this is the biggest trend in the hardware market because of the economic downturn and the shift of consumers to smartphones and tablets. Software market, many giants have developed cloud computing, trying to reorganize the hardware and software market, and seek new development model. Acer's development in both areas has been muted.

On tablets and smartphones, Acer has not been able to come up with a good product to join the hottest market competition in the present. As for cloud computing, Acer is also not seen.

Macquarie Securities is expected to decline in PC sales and higher cost spending, which will result in Acer's 2nd-quarter profit from surplus to loss. In the 3rd quarter, the visibility of reverse-school orders in Europe and the United States remains unclear, and after the survey, it also showed that Acer's 3rd quarter had no competitive products to boost its product's kinetic and gross profits, with a forecast of a flat performance in the 3rd quarter and an annual recession of 29%. As a traditional PC enterprise's giant, Acer obvious lack of PC companies have the super innovation and market acumen and rapid integration of products, if the market competition decision, and for the increasing speed of the IT industry, the above three points is essential.

After losing, Acer finally felt the threat, and finally made the strain, but somewhat surprisingly, the hardware-rich Acer did not choose to stabilise in the smartphone and tablet market, but instead directly choose more difficult to integrate software and hardware in the cloud market.

Perhaps a succession of defeats has made Acer a bit anxious, and Acer has been quite generous with the layout of the cloud: it will buy US cloud technology developer Igware with $150 million in cash and $170 million in Acer, which is expected to be completed by September. In addition to the above payments, Acer also allocated 75 million of dollars to igware existing staff performance awards.

Acer is confident that it has finally joined the competition in the current market trend. Acer announced that cloud computing would be an important business for the company in 10 years, and Acer's chairman, Wang, said: "In the next 5-10 years, the deal is important for Acer's brand value promotion." "As a long-term investment goal in the medium term, valuable core technologies and capabilities will help the Acer brand create its uniqueness," Acer said. ”

Foreign investors, however, believe that the investment has not only helped Acer's recent operations and brand-building, but also strained the company's finances.

Merrill Lynch believes that Acer should now focus on how to stabilize the PC business, the acquisition of Igware can not bring substantial revenue and profitability. Merrill Lynch also pointed out that the acquisition of igware prices, accounting for almost 8.3% of Acer's current market value, and Igware is a private enterprise, the market is feared difficult to estimate, plus to pay the amount of Igware acquisition, and expected to issue cash dividends, and related expenses, Acer is expected to lend to banks in the 4th quarter to solve the immediate pressing difficulty.

Morgan Stanley's view on the matter is that the igware market is small, "trading in the short term will not generate a lot of profit, and we think this is still a challenge for Acer, because a hardware-centric company is running software companies." ”

(Responsible editor: admin)