Acer (2353) Corporate presentation summary

Strategic vision and outlook

• Focus on long-term growth by enhancing brand value and global presence.

• Mid-term strategy centers on developing hybrid AI computing, integrating cloud and on-premise AI for performance and control.

• Short-term priority is addressing memory shortages impacting the PC market.

Financial performance and market conditions

• Gross margin improved from 6.3% in 2013 to 11.3% in 2026H1.

• Profit after tax showed volatility, with significant impacts from events like COVID and US tariffs, but remained positive in recent years.

• Global PC shipments are forecasted to decline 11.3% in 2026 due to persistent memory shortages.

Consumer behavior and business structure

• Consumers are responding to price increases by delaying purchases (20%), accepting higher prices (30%), or opting for de-configured products (50%).

• Core business remains PC and display, serving as an incubator for new ventures.

• Operates 17 listed companies across four stock markets, spanning diverse technology and service sectors.