Wang Zhentang, Chairman of Acer,
He believes that North America is a key market and Win8 needs to succeed in the high-end PC market like Apple. Although Wang Zhentang did not express a conservative attitude towards Win8 in the European market, Taiwanese brands Acer and Asus have become more conservative about their respective strategies in the European market. In order to increase shipments and increase market share, the two companies are more focused on maintaining safe inventory levels and increasing profit margins. They are paying more attention to emerging markets in Latin America and the Asia-Pacific region, patiently waiting for Europe's financial situation to become more stable, and then adopt a more radical strategy. Wang Zhentang pointed out that mainland China has been driving the growth of shipments in emerging markets, but after the end of the subsidy policy for the countryside, PC demand growth has slowed down. Competition in other parts of the Asia Pacific market will also become more intense. Acer expects its notebook shipments in the second quarter to be flat, and the performance in the third quarter will depend on the sales progress of Win8. On the other hand, in addition to the European and North American markets, Asus has also achieved strong growth in emerging markets. In the second quarter, ASUS's shipments in the Asia Pacific market increased by more than 30% year-on-year. The shipments in the Brazilian market doubled, and shipments in the mainland China market increased by 20%. According to supply chain sources, Microsoft is planning a release schedule for Win8. Volume shipments of notebooks based on the Win8 system will begin in September, but official sales will begin in October. Affected by component upgrades such as touch screens, the price of Win8 notebooks is not expected to cater to the entry-level market.
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