On June 10, after two years of demand outbreak attributable to the epidemic, the PC market this yr entered a state of weak demand.
In accordance with the Enterprise Occasions, Acer Chairman and CEO Chen Junsheng bluntly acknowledged when he attended the shareholders assembly on June 9 that the general PC market has turned over and there was an oversupply phenomenon because the scarcity of IC elements and the issue of lengthy and quick supplies proceed to ease. Half-year market visibility can also be low.
Chen Junsheng stated that the scarcity of supplies attributable to inadequate capability of IC elements prior to now has eased for the reason that second half of final yr, and has improved considerably within the first quarter of this yr. Because of the implementation of blockade and management in mainland China, the non permanent scarcity of supplies within the provide chain has step by step develop into regular because the blockade is lifted. Though the elimination price of the port congestion continues to be sluggish, the freight price that had beforehand soared continued to say no. After the front-line stock step by step returned to regular, the market provide and demand reversal turned extra apparent.
The stock degree of most downstream terminal producers has continued to rise within the first quarter of this yr after reaching a excessive degree on the finish of final yr. Judging from the 2 main PC manufacturers, Acer and ASUS, as of the tip of the primary quarter, Acer’s complete stock reached about 63.8 billion yuan. , ASUS reached almost 193.4 billion yuan. When it comes to the proportion of stock in its total property, Acer broke by 30% for the primary time, and ASUS approached 40%, each of that are their respective historic peaks.
Chen Junsheng stated that Acer’s stock continues to be comparatively low in comparison with its friends. Concerning the elements within the stock, it has additionally been paying shut consideration for the reason that starting of this yr to manage the incoming and outgoing supplies. It has been step by step eliminated for the reason that first quarter. Watch out to not let the stock develop into pit.
When it comes to stock degree, Chen Junsheng took Europe for instance. By the tip of the primary quarter, its stock had risen to about 8 weeks, which was in fact greater than through the epidemic prior to now two years, however in contrast with 7.8 within the first quarter of 2019 earlier than the epidemic. Weekly stock degree, the hole will not be huge.
Within the face of the impression of inflation and battle, and the USA elevating rates of interest and shrinking the stability sheet to combat inflation, all have a damaging impression on market client demand. Chen Junsheng identified that demand will proceed to shift to requirements, and the cycle of merchandise corresponding to PCs could also be stretched. lengthy. Chen Junsheng burdened that for the unsure market modifications, Acer will make the very best preparations to stabilize its working efficiency.
Beforehand, AMD CEO Su Zifeng identified that private pc (PC) progress will sluggish this yr after two years of a really robust PC market.
Li Yichang, ASUS International Vice President and Common Supervisor of the Private Laptop Division, additionally stated that the demand for private PCs in Europe, China and the USA has proven indicators of decline, and the general PC market might start to oversupply this yr.
Individually, Intel has frozen hiring in its PC desktop and laptop computer chip divisions as a part of a collection of cost-cutting measures. There are numerous indicators that the general PC market demand will decelerate this yr, or present a shrinking development.