Under the epidemic, the shipments of laptops continue to be strong due to the impact of remote teaching and home work demand. Asus' overall PC shipments in the third quarter increased by 45% year-on-year, significantly better than the industry, and promoted the growth of brand revenue in the third quarter to 118.6 billion, with a quarterly increase of 41% and an annual growth rate of 38%. Among them, the shipments and annual revenue of e-sports products exceeded 80%.
ASUS said that except for the market leading in Taiwan and Southeast Asian markets, shipments in the third quarter also jumped sharply. Taking the US market as an example, the annual shipment growth rate of consumer, commercial and e-sports computers exceeded 100%, with significant growth momentum.
technology researcher IDC estimates that laptops equipped with Chrome operating systems shipped about 9 million units in the third quarter, a growth of about 90% over the same period last year, far higher than the overall PC market's 15% growth. Chromebooks accounted for 11% of total PC shipments in the third quarter. Jitesh Ubrani, research manager at
IDC, said: At least in recent quarters, it will not follow the general market situation, because the demand for Chromebooks has suddenly become very high.
Chromebook began to be launched in 2011. Acer, HP (HP) and Lenovo are the major Chromebook manufacturers. American foreign investors said Acer is the world's second largest Chromebook supplier, second only to HP, accounting for 22% of the market in the second quarter of this year.
In Acer, the laptops used for education continue to be in short supply, and the demand is much greater than the supply. At the Acer new product launch conference on October 21, Acer also announced that it will expand cooperation with four major chip manufacturers including Intel, AMD, Qualcomm, and MediaTek to strengthen the laptop ecosystem and increase production elasticity. Acer Chairman Chen Junsheng pointed out that now the industry (terminal) customers skip the agent and directly find the chairman of the headquarters. He revealed: The deputy director of the Ministry of Education of a certain country in Europe, Africa and the Middle East wrote me directly to ask for goods. In addition to urging existing orders, they also placed more orders.
As the COVID-19 epidemic is showing a long-term battle, the demand for distance teaching continues to prosper. As the world's largest brand of educational laptops, Acer has continued to benefit from related business opportunities since the beginning of this year, and market demand has not cooled down. Order visibility has been seen in 2021.
In addition, Acer LCD display retail market hit a new peak. The latest market data shows that Acer Canada's LCD display retail market hit a new high this year in August, jumping to the top with a market share of 23%, which shows that Acer LCD displays are deeply loved by consumers in North America. Acer emphasized that in August, in addition to selling well in the United States, LCD monitors also achieved good results in Canada, creating a win-win situation for the North American LCD monitor market.
It is reported that Acer's revenue in September was 29.515 billion yuan, a record high in 72 months, an annual increase of 21.3% and a monthly increase of 8.2%.
