14 DAY TRIAL // It seems that the not so exceptional performance of the IT market, or at least of the mobile PC market, during the fourth quarter so far has not exactly made Acer worry overmuch, as the outfit still thinks shipment volumes will increase in December.
Those end-users that keep track of such developments might know that the PC market has not seen too high a shipment level this quarter.
In fact, lower than expected volumes at the start of the October-December period have actually been part of the reason why segments like the DRAM and NAND have seen dropping spot prices because of oversupply.
Considering how practically ever PC maker has its expectations threatened by slow sales, one might expect them to downward adjust their target shipment volumes.
HP, for instance, intended to sell four million laptops during the month of November alone, but is unlikely to have actually met this goal.
In fact, so-called sources from upstream players that Digitimes has cited say that the total number of shipments that the top five notebook vendors will managed in Q4 will be of 40.5-41.5.
Setting aside whatever HP and others may decide to do, Acer does not seem inclined to downward adjust its expectations at all.
In fact, the report says that chairman JT Wang is actually nonplussed at upstream chain players' concerns that downstream vendors' order volumes were lower.
He said that it's normal for them to be slower at the start of the three-month period and that shipments will pick up during this month.
In fact, this December, Acer will actually start to distribute notebooks powered by the new Intel Atom platform.
It is also quite certain that its market share will rise because there is a tablet on the way, though consumers will only receive it starting in the first quarter of 2011.
Regardless, Acer believes that orders will rise enough at the end of Q4, 2010, to make up for the slow start.