InterDigital Inc (IDCC)

[thelurker]

Acer aims to ship 40-45 million notebooks, 5 million smartphones in 2011
Yen-Shyang Hwang, Taipei; Adam Hwang, DIGITIMES [Wednesday 9 February 2011]

Acer expects to ship 40-45 million notebooks and five million smartphones in 2011, the company said at a February 8 press conference.

Demand in the US and Europe is steady, and that in the China is increasing, Acer indicated. As a result, first-quarter 2011 consolidated revenues are expected to rise sequentially by about 3%. Mainly because shipments of tablet PCs will begin in March-April, consolidated revenues for the second quarter will increase on quarter, Acer noted.

Acer's combining of the PC business unit of China-based Founder is progressing ahead of schedule, Acer indicated. Through the combination, Acer expects the proportion of its consolidated revenues from the China market to rise from 10% in 2010 to 13% in 2011 and its China market share for notebooks from the fourth largest in 2010 to the second largest at the end of 2011, the company pointed out.

Since its Taiwan-based ODMs Quanta Computer, Compal Electronics, Wistron and Pegatron Technology will start trial production at their respective plants in Chongqing City, western China, in the second quarter of 2011, Acer expects production there to account for 20% of its total notebook shipments in the third quarter and 40% in the fourth, Acer indicated. Notebooks will be shipped from Chingqing to the China market as well as overseas markets via rail or marine routes, Acer noted.

As Sandy Bridge-based models account for about 20% of its notebooks shipped and to be shipped in the first quarter of 2011, and corrected chipsets will arrive next week, Intel's recently announced defect problem will affect its first-quarter consolidated revenues by only 1-2%, Acer explained.