updated 10:55 pm EDT, Mon June 27, 2011
Acer summer notebook shipments drop too
Acer's significantly lowered estimates include full-size notebooks as well, part suppliers divulged Monday night. The PC builder is now planning to drop its total notebook shipments from 6.4 million to 5.4 million. About 80 percent of the drop slipped out to Digitimes is the original netbook plan, but 20 percent will come from regular portables.
Shipments should hit nearly 1.5 million in July and climb to as many as two million notebooks in August with a similar amount in September. The move should be enough to purge Acer's excess stock.
The shortfall is partly attributable to the "abnormalities" the company reported earlier, where unsold stock in Europe is being cleared out at a discount. It's unknown if the lower figure reflects the overstock or if Acer's situation has worsened.
Acer's currently retired founder Stan Shih has largely confirmed the plans and blamed the slowdown on the company still adapting to the reorganization around mobile. The Taiwan PC builder is moving in the "right direction" and just needs more time for these changes to become visible, he says.
Once extremely dependent on netbooks, Acer is now mostly giving up on hopes of relying on it as more than a side business. Shipments are expected to remain steady but will center on cloud-focused users rather than the mainstream. Tablet shipments were already known to be flat at 800,000 in both the spring and summer but are helping to offset the losses.
The lowered notebook shipments can largely be blamed on the iPad. Apple's tablet has been mostly blamed for a steep drop in netbook sales for Microsoft as a whole as users either bought an iPad instead or decided to replace an existing netbook with a tablet instead.