ASUS Confirms Stopping New Model Development in 2026; Q3 Product

Acer Smartphone Production Bottoms Out: Q3 Estimated at Only 100

According to the latest data from DataTrack, Acer's global smartphone production volume forecast for the third quarter of 2017 is merely 100,000 units (100K pcs), remaining flat from the previous quarter and continuing at a historical low level. When compared to the 600,000 units (600K pcs) in the same period of 2016, the decrease is as high as 83.3%. This indicates that after years of market adjustments, Acer's smartphone business has thoroughly shifted from "scale competition" to "maintenance production," with overall output showing an L-shaped flatlining trend and a drastically reduced contribution to revenue. Reviewing past data, Acer's smartphone production reached a peak of 800,000 units in the second quarter of 2015, subsequently sliding downwards. The period from the fourth quarter of 2016 to early 2017 was a key turning point, where production plummeted from the 300,000 unit range to the 100,000 unit range. This drastic contraction coincides with Acer's strategy announced at the end of 2016 to stop sales in the Indian market. At the time, India was the world's fastest-growing smartphone market, and Acer's withdrawal marked its formal abandonment of sprinting for market share in the low-price Red Ocean. Market analysis indicates that the main reason for the shrinking of Acer's smartphone business lies in its inability to engage in price wars with Chinese brands (such as Xiaomi, Vivo) and Samsung. A Counterpoint Research analyst previously pointed out that Acer lacked unique "experiential" advantages in key markets like India, reduced to being a mere price competitor. Facing smartphone market saturation, Acer management has clearly stated that resources will be reallocated to stronger growth drivers such as the gaming brand Predator, artificial intelligence (AI), and Internet of Things (IoT) applications, no longer fighting for smartphone hardware shipment volumes. Looking ahead, in the short term (1-2 months), Acer's smartphone production is expected to remain at the extremely low level of around 100,000 units, mainly to clear inventory or serve specific niche markets, with signs of a rebound difficult to see. In the medium term (3-6 months), as the group's transformation deepens, the smartphone business will be gradually marginalized. Investors should focus on whether its gaming business (Q3 financial reports show gaming revenue increased by 168% YoY) can continue to fill the revenue gap and improve gross margins. Web Search References: https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQFMceMpxvPCmGGcTzq7nZWlOpgYrWUGgDwCHA9OH7GJzC5Yz28Xq-LXt6TYE6p10Ium1mhB1mLJw8IpKUcHu2jKMn8uoYMcY_eahiIBUHYXPpRRmzHIW7hi54YRd6stSMc-f18WwZmtLIH9bvlfuLPegN4kRrihEdbolsojMJPs_rMSmWoINwZv https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQHQH7hJ4eanYvflb9F80DFhysFjVGAEmIgexDxLE6ZJakgNkgG-y1Z-ehTSEX97dPaQkaoqqYsl7t5f81MeSry-A0D80tcu-rSBugUTKp8kWNc-xKenNhP8e3zZVflE7cFoxnjZud30fV4Qio7-8VC1Ky7dvp_Tpihf7enxfBllyTzNr68bYTQajJUI7215IRrqaq9LZGyhsgqkrvGtWPwDvvGSKks4voP4HU8QNTHyrZkJY6Mtk_XFZcQURrJdY1pnx3PW952BecZtb69Nc8hpJRVlJTwzZQLip1yb4UU0lfrkEAc2mdo= https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQF4PBDw0SG0dwjOeNhJr_uI-bo1eFLSR1VX9lVoxIb0K1Rho_G2SJ1q0a5PuTY5ZFNmvNVrmLMUxF04DrXXly5-e6AUn1WljGNILgv8kmwcwGEo4kEKpVWu7B0Tv5ls5X7F8qkFlAZtQkVNM2TDcv3CPvriLONyetXkn2-th3ox6KSkgRh55CsDqJrGuXwxNtmOWWi2y1dP-Q==