CPU out of stock Impact Acer, Asus

Intel CPU out of stock situation, I am afraid that the second quarter is still difficult to ease, Acer chairman and CEO Chen Junsheng said on the 12th, "current (CPU out of stock) is still continuing," meaning that the second quarter of Acer, ASUS operations may still face headwinds.

Double A has responded to the shortage of goods immediately, such as increasing the proportion of AMD chip models, or focusing on the priority of the CPU and high-end, high-priced PC products.

Acer held the 2019 Global Partner Conference yesterday. Chen Junsheng said that the current (out of stock) is still going on, but the industry will not do anything, will re-team, re-strategize and move forward. He said that when the stock was out of stock last year, it suddenly did not react, and it was quickly adjusted. The company’s performance gradually stabilized and it is now striving.

Since August last year, Intel processors have been in short supply, and PC brand manufacturers have been deeply affected. Although there is news that the current situation has eased, but because the first season is the traditional PC off-season, the market demand is not so strong, the market is worried that Intel's CPU out of stock problem in the second quarter is likely to worsen.

Chen Junsheng said that CPU out of stock is a problem in the entire industry, affecting all PC-related companies. The first season was a traditional off-season, and Acer's performance was not very good. "But it's still a good one."

Acer's February supply revenue was 14.469 billion NT dollars (the same below), a decrease of 13.1%, an annual decrease of 5.2%, a record low of 22 months; cumulative in February 2019, Acer merger camp The revenue was 31.127 billion yuan, a decrease of 3.1% over the same period last year. The ASUS Group's revenue in February was 21.5 billion yuan, which was a low monthly record, with a monthly decrease of 17.9% and a year-on-year decrease of 14%. Accumulated ASUS's revenue for the first two months was 47.69 billion, down 11.3% year-on-year.

The industry estimates that Intel will give priority to high-end CPUs, including H-series CPUs for e-sports and high-end, high-priced products. Dual A actively increases the sales of these models; in addition, the new products of Double A are using AMD (AMD) ) Chip products to respond to emergency response.