宏碁電腦公司acer市場前景及投資研究報(bào)告-培訓(xùn)課件外文版2024.6聯(lián)想

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PRODUCTSAcerCHAPTER

01OverviewGlobalspendingondevices(PCs,tablets,mobilephones,andprinters)from2012to2024(inbillionU.S.dollars)ITdevicestotalspendingworldwide2012-2024900808.58800732.29717.05712712697699.7967667770060050040030020010006656496466302012201320142015201620172018201920202021202220232024*3Description:In2023,spendingondevicesamountedtonearly700billionU.S.dollarsglobally,adecreaseofaround2.4percentfromthepreviousyear.GlobalITspendingisexpectedtoreachapproximatelyfivetrillionU.S.dollarsin2024,increasingbyabout6.8percentcomparedto2023.Around732billionU.S.dollarswillbespentondevices.ReadmoreNote(s):Worldwide;2012to2024;IncludesPCs,ultramobiles,mobilephones,tabletsandprinters;*ForecastReadmoreSource(s):GartnerRevenueofthePCsmarketworldwidefrom2019to2028(inbillionU.S.dollars)RevenueofthePCsindustryworldwide2019-2028300250247.08239.41231.88229.98224.87225.58220.43220.51219.25203.4320015010050020192020202120222023202420252026202720284Description:Theglobalrevenueinthe'PCs'segmentofthedevicesmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal26.6billionU.S.dollars(+12.06percent).Afterthefourthconsecutiveincreasingyear,theindicatorisestimatedtoreach247.08billionU.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):RevenuegrowthofthePCsmarketworldwidefrom2019to2028RevenuegrowthofPCsworldwide2019-202812%10.54%10%8%6%3.25%3.21%4%2.89%2.8%2.27%2%1.16%0.04%2023-0.57%20240%-2%-4%-6%-4.15%202220192020202120252026202720285Description:Theglobalrevenuechangeinthe'PCs'segmentofthedevicesmarketwasforecasttoincreasebetween2023and2028byintotal3.2percentagepoints.Thisoverallincreasedoesnothappencontinuously,notablynotin2026and2028.Theindicatorisestimatedtoamountto3.21percentin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):TechnologyMarketInsightsPersonalcomputer(PC)shipmentsworldwidefrom2006to2023(inmillionunits)GlobalPCunitshipments2006-2023400365.36350.9351.06341.73350316.46313.68308.34309.08290.8287.6830025020015010050284.05272.45269.72262.68262.55259.76241.89239.2102006200720082009201020112012201320142015201620172018201920202021202220236Description:In2023,approximately241.89millionPCswereshippedaroundtheworld,adeclineof14.8percent,withtheeconomicuncertaintyobservedaroundtheworldcitedacontributingfactortowardthisfall.ReadmoreNote(s):Worldwide;2006to2023Source(s):GartnerPCmarketshipmentgrowthworldwidefrom2015to2023PCmarketshipmentgrowthworldwide2015-2023100%80%60%40%20%0%-20%-40%2015201620172018201920202021202220237Description:In2023,PCshipmentsworldwidefellby14.8percent,witheconomictroublesandaPCmarketundergoingasignificantadjustmentperiodcitedkeyfactorsleadingtothisfall.However,inthefourthquarterof2023,PCshipmentsgrewby0.3percentascomparedtothesamequarterofthepreviousyear,thefirstincreaseinquarterlyshipmentsaftereightstraightquartersofdecline.ReadmoreNote(s):Worldwide;2015to2023Source(s):GartnerRevenueofthePCmonitors&projectorsmarketworldwidefrom2018to2028(inbillionU.S.dollars)RevenueofthePCmonitors&projectorsindustryworldwide2018-20285043.444540353025201510542.7442.3442.0841.3640.8240.2739.7138.5737.5236.810201820192020202120222023202420252026202720288Description:Theglobalrevenueinthe'PCMonitors&Projectors'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal2.5billionU.S.dollars(+6.21percent).Accordingtothisforecastin2028,theindicatorwillhaveincreasedforthesixthconsecutiveyearto42.74billionU.S.dollars.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsPersonalcomputer(PC)monitorshipmentsworldwidefrom2012to2023,byquarter(inmillionunits)PCmonitorunitshipmentsworldwide2012-2023,byquarter4540353025201510509Description:Inthefourthquarterof2023,31.9millionPCmonitorunitswereshippedworldwide.Thisrepresentedaslightincreasecomparedtothesamequarterofthepreviousyear,whenaround30.5millionPCmonitorunitswereshipped.

ReadmoreNote(s):Worldwide;2012to2023Source(s):IDCCHAPTER

02FinancialsAcerrevenueworldwidefrom2017to2022(inbillionNewTaiwandollars)Acerrevenueworldwide2017-2022350319.01300277.11275.42242.2725020015010050237.27234.29020172018201920202021202211/statistics/1021797/acer-revenue-worldwideIn2022,Acergenerated275.4NewTaiwandollarsinrevenue,downfromthe319billionNewTaiwandollarsthatthecompanymadeinthepreviousyear.AcerisamultinationalhardwareandelectronicscorporationheadquarteredinTaipei,Taiwan.

ReadmoreNote(s):Worldwide;2014to2022Source(s):AcerAcerrevenueworldwidefrom2017to2022,byregion(inbillionNewTaiwandollars)Acerrevenueworldwide2017-2022,byregionUnitedStatesMainlandChinaTaiwanOthers35030025020015010050020172018201920202021202212Description:In2022,Acergeneratedover275billionNewTaiwandollarsinrevenue,downfromthe319billionNewTaiwandollarsthatthecompanygeneratedinthepreviousyear.Oftherevenuesgeneratedin2022,thecompanymadearound58.5billionNewTaiwandollarsintheUnitedStatesalone.ReadmoreNote(s):Worldwide;2017to2022Source(s):AcerAceroperatingincomefrom2017to2022(inbillionNewTaiwandollars)Aceroperatingincome2017-20221614.161412108.94864206.933.673.743.0820172018201920202021202213Description:In2022,Acergeneratedover275billionNewTaiwandollarsinrevenue,downfromthepreviousyear.Thecompanyreportedanoperatingincomeof6.93billionNewTaiwandollars,againdownfromthepreviousyearwhereanoperatingincomeof14.16billionNewTaiwandollarswasmade.ReadmoreNote(s):Worldwide;2017to2022Source(s):AcerAcernetincomeworldwidefrom2017to2022(inbillionNewTaiwandollars)Acernetincomeworldwide2017-20221210811.296.155.6642.92.82.572020172018201920202021202214Description:In2022,Acergeneratedover275billionNewTaiwandollarsinrevenue,whileanetincomeamountedto5.6billionNewTaiwandollars.Comparedtothepreviousyear,Acerreportedadeclineinbothrevenuesanditsnetincome.

ReadmoreNote(s):Worldwide;2017to2022Source(s):AcerAcerresearchanddevelopmentworldwidefrom2017to2022(inbillionNewTaiwandollars)Acerresearchanddevelopmentexpensesworldwide2017-20223.02.652.562.572.52.492.52.01.51.00.50.02.3820172018201920202021202215Description:In2022,Acerspent2.49billionNewTaiwandollarsonresearchanddevelopment,downfromthe2.65billionNewTaiwandollarsthatwasreportedbythecompanyinthepreviousyear.In2022,Acer'srevenuesdeclinedtoalittleover275billionNewTaiwandollars.ReadmoreNote(s):Worldwide;2017to2022Source(s):AcerCHAPTER

03SegmentsAcerrevenueworldwidefrom2017to2022,byproductsandservices(inbillionNewTaiwandollars)Acerrevenueworldwide2017-2020,byproductsandservicesPersonalcomputersPeripheralsandothers35030025081.5770.582.652.2459.3161.920015010050237.442021206.622020192.822022185.042017182.962018172.382019017Description:In2022,Acergeneratedover275billionNewTaiwandollarsinrevenue,downfromthe319billionNewTaiwandollarsthecompanymadeinthepreviousyear.Themajorityofthecompany'srevenueismadebysalesofpersonalcomputers.

ReadmoreNote(s):Worldwide;2017to2022Source(s):AcerAcerrevenueshareworldwidefrom2018to2022,byapplicationAcerrevenueshareworldwide2018-2022,byapplicationNotebookDesktopPCDisplayOthers120%100%80%60%40%20%0%13%13%14%14%15%16.9%21.7%12%10%13%12%10%10.2%11.2%10.1%64%63%60%60%56.9%2022201820192020202118Description:ThebulkofAcer'srevenueisgeneratedbynotebookPCsales.In2022,57percentofthecompany'srevenuewasgeneratedthroughsalesofsuchproducts.Inadditiontonotebookdevices,AceralsogeneratesrevenuefromdesktopPCs,displays,servers,andaccessories.ReadmoreNote(s):Worldwide;2018to2022Source(s):AcerAcer'spersonalcomputer(PC)unitshipmentsworldwidefrom2011to2023,byquarter(inmillionunits)Acer'sPCunitshipmentsworldwide2011-2023,byquarter121086420Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3'11'11'11'11'12'12'12'12'13'13'13'13'14'14'14'14'15'15'15'15'16'16'16'16'17'17'17'17'18'18'18'18'19'19'19'19'20'20'20'20'21'21'21'21'22'22'22'22'23'23'2319Description:Inthethirdquarterof2023,PCshipmentsfromAceramountedto4.39millionunitsworldwide,upfromthe4.02millionunitsthecompanyshippedinthesecondquarterof2023,placingthecompanysixthamongvendors.ReadmoreNote(s):Worldwide;2011to2023Source(s):Gartner;Gizchina;HardwareZone;MacR;VentureBeatAcer'spersonalcomputer(PC)shipmentshareworldwidefrom2011to2023,byquarterAcer'sPCshipmentshareworldwide2011-2023,byquarter14%12%10%8%6%4%2%0%Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4'11'11'11'11'12'12'12'12'13'13'13'13'14'14'14'14'15'15'15'15'16'16'16'16'17'17'17'17'18'18'18'18'19'19'19'19'20'20'20'20'21'21'21'21'22'22'22'22'23'23'23'2320Description:Inthefourthquarterof2023,Acerhada6.3percentshareoftheglobalPCmarket,lslightlyhigherthanwhencomparedtothesamequarterlastyear.AcersitsalongsideAppleandAsusinthesecondgroupofPCvendors,behindthelikesofLenovo,HP,andDell.ReadmoreNote(s):Worldwide;2011to2023Source(s):9to5Mac;Gartner;Gizchina;HardwareZone;MacRCHAPTER

04CompetitorsPersonalcomputer(PC)vendorshipmentsworldwidefrom2006to2023(inmillionunits)PCvendorshipmentsworldwidefrom2006-2023LenovoHPInc.DellAppleAsusAcerOthersToshiba40035030025020015010050020062007200820092010201120122013201420152016201720182019202020212022202322Description:In2023,LenovowastheleadingPCvendorintheworldintermsofunitshipmentswith59.7millionPCsshipped.HPInc.rankedsecondwith52.9millionPCunitshipments,whileDellcameinatthirdon40.2millionshipments.ReadmoreNote(s):Worldwide;2006to2023Source(s):GartnerPersonalcomputer(PC)vendorshipmentshareworldwidefrom2006to2023PCvendorshipmentshareworldwide2006-2023LenovoHPInc.DellAppleAsusAcerOthers120%100%80%60%40%20%0%20062007200820092010201120122013201420152016201720182019202020212022202323Description:Theoverallmarketleaderintheglobalpersonalcomputermarketin2023wasLenovowithamarketshareof24.7percentwithHPInc.inatsecondwitha21.9percentshare.Intermsofunitshipments,Lenovorecorded59.7million,whileHPInc.hadaround52.9million.ReadmoreNote(s):Worldwide;2006to2023Source(s):GartnerPersonalcomputer(PC)vendorshipmentsworldwidefrom2009to2023,byquarter(inmillionunits)PCvendorshipmentsworldwide2009-2023,byquarterLenovoHPInc.DellAppleAsusAcerOthersToshiba120100806040200Q1

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'2324Description:Lenovoshipped16.21millionpersonalcomputersduringthefourthquarterof2023,surpassingHP's13.95millionshipmentsinthatsamequarterandretainingitspositionasmarketleader.Delloccupiesthethirdplaceonthelist,shippingnearly10millionPCs.Thereisagrowingtrendofconsolidation,withHP,Lenovo,andDelltakingupanincreasingPCmarketshare.ReadmoreNote(s):Worldwide;2009to2023Source(s):Gartner;Gizchina;HardwareZone;MacR;VentureBeatPersonalcomputer(PC)vendorshipmentshareworldwidefrom2011to2023,byquarterPCvendorshipmentshareworldwide2011-2023,byquarterLenovoHPInc.DellAppleAsusAcerOthers100%90%80%70%60%50%40%30%20%10%0%Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4'11'11'11'11'12'12'12'12'13'13'13'13'14'14'14'14'15'15'15'15'16'16'16'16'17'17'17'17'18'18'18'18'19'19'19'19'20'20'20'20'21'21'21'21'22'22'22'22'23'23'23'2325Description:Inthefourthquarterof2023,Lenovo'smarketshareofglobalPCshipmentsstoodat25.6percent,whilstHPInc.tooka22percentshareofthemarket.

ReadmoreNote(s):Worldwide;2011to2023Source(s):Gartner;Gizchina;Hard