PC business has been challenged by Lenovo beyond Acer's cloud computing

"Guide" Acer Europe's PC market, the world ranked lost Lenovo, in the face of the rolling mobile internet and cloud computing tide, Acer established Acer Intelligent (Chongqing) company, as an intelligent handheld device research and development center. And the acquisition of American Igware, layout cloud technology. However, the large span of Acer's transition from hardware to software has not been promising.

Acer PC Europe failed and shipments were overtaken by Lenovo. In terms of global shipments, Acer has been squeezed out of the top three, ranking fourth. As the PC industry encounters bottles of traditional hardware-led operations, Acer earlier this week announced the establishment of Acer Intelligence (Chongqing) as a global research center for Smart handsets such as tablets and smartphones. Acer said in Thursday that it would take 320 million U.S. dollars to buy and igware the United States for the long-term development of cloud technology layout.

Acer's Cloud cloud computing service is designed to complete platform-wide integration of Acer's General PC, laptop and tablet computers, according to the latest news from industry media.

Acer's China Road

The establishment of the Acer Smart (Chongqing) company also shows that Acer is more focused on the mainland market, but it will have to confront Lenovo more directly in the mainland market, a problem that Acer has to face.

Independent Observer Wang Bin said that the PC enterprise transformation to do services and software is necessary, ACER Board of Directors do not agree to increase software input, resulting in Acer's mobile internet layout behind. Increasing investment is now a strategic adjustment to its lessons.

As for, and Lenovo confrontation, market and channel development is the key, after all, Lenovo deep domestic market, brands and channels have done very early, very perfect.

Transformation and change: Adapting to the trend of the Times

The transition means Acer is looking for a change. Acer has invested in both Ultrabook and Chromebook, but the area outside the netbook has not shown its competitiveness, especially as Acer has shifted from the hardware to the software sector, which is far from hopeful.

Wang Bin Analysis said that the trans-domain transformation is required to face considerable difficulties, but the era of cloud computing has arrived, Acer in this respect is relatively weak. Enter cloud computing, can make up for weak, also can conform to the trend of the times. At the same time, in order to deal with the personal consumer PC market-oriented low-cost, portable trend, to make up for consumer pc profit decline.

Wang, Acer's chairman, said: "In the next 5-10 years, the deal is very important for Acer's brand value to rise." ”

"The acquisition is the right choice for Acer, who no longer relies solely on the hardware business to bring new value to users by providing applications and software services to boost their profitability," said Trecy Cai, a Gartner analyst. ”

Merrill Lynch also said that cloud theme development, long-term perspective is positive, hardware and software can be integrated, can further expand research and development resources. However, Merrill Lynch also believes that Acer should now focus on how to stabilize the PC business, the acquisition of Igware can not bring substantial revenue and profitability.

UBS Securities also argued that the acquisition of Igware did not add much value to Acer's brand.

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." ”

Wang bin believes that Acer's acquisition can improve its cloud computing technology, as long as the development of cloud computing to find their own location. Now the cloud computing industry is still in the investment phase. "As to whether to become a growth point, it depends on the development of Acer's cloud computing project and the overall market development of cloud computing." ”

(Responsible editor: Liu Fen)