Personal computer (PC) by mainland China slowing demand continues to influence corporate expectations, will be conducive to greater China PC brand factory shipment, including acer, asustek (2357) (2353) and lenovo brand, type laptop computer shipments in the mainland market share is on the high side, season 2 PC shipments have a significant decline, shipment also could drag its third quarter.
According to the international market research institutions can gu (Gartner) statistics, this year season 2 PC shipments in the Asia Pacific region, reduce more than 6%, only 22.7 million units, mainly by economic growth in the asia-pacific region, coupled with the PC products in consumers' purchase intention order list, has been overtaken by smart phone, so demand is still weak.
Among them, the mainland China market by local companies to buy the confidence index of the weak, and then change the consumer buying patterns, the market's overall PC shipments in failure was 6.4%, and the attenuation amplitude is greater than the global PC market.
The greater China brand factory delivery in the mainland market, still laptops in bulk, foreign legal persons refer to IDC and internal investigation data, points out that mainland 2015 laptops delivery city ranking, respectively, in a sequence (37%), asus, lenovo (21%), dell (16%), acer (13%), and HP (6%).
Beauty is expected, asus in mainland China market demand slowed down, the laptop shipments after the season in season 2 apparent failure, although the third quarter is expected to flat, but the fourth quarter could fall again; As for the third quarter profit rate will also be due to a new generation of intelligent mobile phone production schedule off, and the impact of marketing costs increase, slightly lower than market expectations, thus lowering the asus rating to "neutral", but another subline of foreign capital, and watch the second half of the asus will benefit from a new generation of mobile phones, and operation of the kinetic energy, PC series product launches reiterate buy rating on it.
Beauty is quite promising in acer's transition into higher gross margin of e-sports PC and 2 in 1 pen electric products, but this part can contribute profit is very small, so the expected this year, acer's PC shipments, may appear more than 1 into decline rate; As for for acer's new career, extends VR (virtual reality), wisdom, sports equipment, medical and service robots, and other fields, beauty is pointed out that still need to closely observe results for a period of time, so to maintain the rating for "bad broader market".
