Taiwanese PC Makers are Expecting Improved Sales in the Second Half of 2023

[TheLostSwede]

According to Taiwanese United Daily News, Acer and ASUS are expecting the downturn in PC sales to turn around in the second half of the year. That said, Acer reported its worst results in years for the first quarter this year and ASUS is expected to follow suit, when its first quarter earnings numbers are released on Friday this week. The slow sales for both companies are expected to continue for the first half of 2023, but according to the report, there should be an improvement in the second half of the year.

That said, both companies are betting on improved sales of not just PCs to improve their books, as Acer is hoping to sell more displays, while ASUS is focusing on its component business. ASUS has already seen a small improvement in component sales, which the company is hoping is the first signs of a stabilising components market, with more of its potential customers upgrading their systems. That said, with certain components like graphics cards still being priced at levels that many consumers aren't willing to pay for the performance on offer, it might be a slower recovery than these companies are expecting.


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[Hyderz]

nvidia and amd already cutting back on production, i think most segments will continue to suffer this year..
unsure about intel and amd's cpu but i think they are selling well especially 7800x3d and 13600k, 13400f 7600 etc
maybe laptops might sell because students and offices needs those,
it might pick up towards the end of the year when Christmas is coming up

 

[Fungi]

every tech company is publishing all these hopeful (copeful) THINGS WILL GET BETTER announcements and it's very entertaining

 

[Icon Charlie]

Standard marketing talking heads. OF COURSE there will be a slight uptick... Summer is coming to the US and so is Shopping season. They will beat on their chests and say great things about a slight uptick if any.

However... The standard loaf of Cheap @$$ bread from Wally World in my region is now $1.36 cents. In March 2023 that same loaf of bread was $1.12 In December 2022 that loaf of bread was 99 cents. In January 2022 that same loaf was 88 cents. Things are costing a lot more money now than ever before.

Inflation is still a serous issue and the price if basic needs are still going up. And because of that people have less discretionary income to by things with.

The odds are things are going to get worse before it gets better.

 

[Vayra86]

Standard marketing talking heads. OF COURSE there will be a slight uptick... Summer is coming to the US and so is Shopping season. They will beat on their chests and say great things about a slight uptick if any.

However... The standard loaf of Cheap @$$ bread from Wally World in my region is now $1.36 cents. In March 2023 that same loaf of bread was $1.12 In December 2022 that loaf of bread was 99 cents. In January 2022 that same loaf was 88 cents. Things are costing a lot more money now than ever before.

Inflation is still a serous issue and the price if basic needs are still going up. And because of that people have less discretionary income to by things with.

The odds are things are going to get worse before it gets better.

Its going to get worse before it gets worse.

We have now the after effects of several events, but the next hurdle for economies is the actual effect of economies that need to transition to something sustainable, or more sustainable. It'll further ramp up cost. We're all going to pay to fix climate, one way or another - either we ignore the problem and pay through resulting damages, or we don't and pay because sustainable costs more.

 

[64K]

We haven't even passed the financial consequences of a Worldwide Recession during the 2nd half of this year. GDP has slowed here in the US but not to recession levels......yet. Most Economists and Financial Analysts believe that a recession will come this year. I have seen probability estimates of around:

75% for the UK
65% for the US
60% for Canada
60% for Germany

 

[david salsero]

Where the OEMs are, they have the best AMD ZEN 4 7040 Phoenix processor = DDR5 + RDNA 3 + USB 4.0 + HDMI 2.1 + AI Artificial intelligence with XDNA architecture developed by Xilinx and all at 4nm and we have not yet seen ultrabooks under 2.2lb, What are the OEMs doing because they don't launch ultrabooks, and everyone suspects that Intel pays for these laptops not to come out and thus maintain the monopoly.
Where are the AMD ZEN 4 7040 Phoenix when they don't even need dedicated graphics GPU since RDNA 3 can play AAA games and render 3D and videos amply.

 

[Tek-Check]

Where the OEMs are, they have the best AMD ZEN 4 7040 Phoenix processor = DDR5 + RDNA 3 + USB 4.0 + HDMI 2.1 + AI Artificial intelligence with XDNA architecture developed by Xilinx and all at 4nm and we have not yet seen ultrabooks under 2.2lb, What are the OEMs doing because they don't launch ultrabooks, and everyone suspects that Intel pays for these laptops not to come out and thus maintain the monopoly.
Where are the AMD ZEN 4 7040 Phoenix when they don't even need dedicated graphics GPU since RDNA 3 can play AAA games and render 3D and videos amply.

You need to read news. AMD said around two weeks ago that they started shiping Phoenix APUs to OEMs. So, expect first laptops towards the end of May and showcased at Computex.

hat said, with certain components like graphics cards still being priced at levels that many consumers aren't willing to pay for the performance on offer, it might be a slower recovery than these companies are expecting.

Agreed, especially absurd prices of 4080 and 4070 class of cards.

 

[TheLostSwede]

Agreed, especially absurd prices of 4080 and 4070 class of cards.

Many Nvidia cards are sold for 50 percent more in Taiwan than in the US and Taiwan only has 5 percent VAT/sales tax.

 

[Tek-Check]

Many Nvidia cards are sold for 50 percent more in Taiwan than in the US and Taiwan only has 5 percent VAT/sales tax.

Oh wow. Why is that?

 

[TheLostSwede]

Oh wow. Why is that?

I have no idea, I can only look at the retail prices here and shake my head.

This is by far the most insanely overpriced card.

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