Acer confirms at IFA: No ARM Laptops before Windows 8

Posted by Charbax – September 4, 2011

I got it confirmed by a high-ranked product strategy manager (on Ultrabooks) at Acer that Acer will likely not release an ARM Powered Laptop before Windows 8 is ready. That probably means, he says, not before the beginning of next year. He says though that he does not know about Acer making ARM Chromebooks or not. I have to emphasise that this guy is in charge of the strategies around Acer's new Ultrabook, so he might not know everything that is being worked on in his 7757-employee, $20-Billion-revenues-per-year company.

Sorry about my article posted on July 23rd, quoting yet another turns-out-to-be-a-false-rumor Digitimes article where the Acer CEO was reportedly saying that Acer's ARM laptop was imminent.

Another perhaps interesting aspect of Acer's business to consider is that while Acer complains of lowering profit margins and lowering consumer spending on Intel Powered Laptops and Desktops (in exchange for more spending on ARM Powered Smartphones and Tablets), companies like Lenovo and Dell seem to be suggesting in other speeches that they are doing ok. I do not know if Lenovo's numbers about them being the fastest growing PC maker has something to do with them having recently acquired NEC and Medion, it surely is interesting to follow the profit margin and growth-disruption that ARM devices are doing to the PC business.

The imminent $199 ARM Powered Chromebook is the single most disruptive threat to Intel, Microsoft, Apple and the PC/Mac profit margins business.