The so-called Wintel era is over with no CPU or OS vendors to be able to dominate the PC, tablet PC or handset markets as they did before, according to Asustek chairman Jonney Shih. The breakup of the Wintel alliance offers a brand new opportunity for system vendors to thrive again in the IT market, Shih said.
Shih pointed out that system vendors, which have innovations in design, capabilities in technology R&D, and are closer to the market, will be able to achieve success in the new IT era. Asustek is currently learning from vendors such as Apple and Sony, and is aiming to own a market position within the new IT era, in which the boundaries between the notebook, tablet PC and handset markets are already turning blurry.
Although the rise of tablet PCs is expected to provide system vendors opportunities, it may also significantly reshuffle the ranking of the whole IT market.
Commenting on Acer's recent downward performance, Shih pointed out that Asustek already improved its inventory management system after experiencing the financial crisis in the fourth quarter of 2008, and its retail channel partners all have healthy inventory levels. Asustek is currently checking its downstream partners' inventory levels every Thursday to ensure their supply management.
For the future, company president and CEO Jerry Shen estimates that the company's third quarter performance will be stronger than the second with the IT market in 2011 to return to its usual pattern of having stronger sales in the second half than the first.
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