Asustek reported that Tablet revenue contributed 20% to revenue from 16% in 3Q12 as the shipment of Nexus 7 ramped up. Total tablet shipment grew at 30% q-o-q in 4Q12.
The company plans to launch hero android tablet products in 3Q13 with superior design and competitive pricing. Management guides for full year tablet shipments to reach 12m units and is confident it can surpass Samsung to be the second-largest global notebook and tablet brand.
Asustek also plans to introduce detachable touch notebooks at mainstream prices in 3Q13 which should serve as a key driver for touch notebook adoption in 2H13. On smartphone business, the company sees rising interest from carriers, and aims to expand in emerging markets. It aims to launch mainstream products with similar pricing as Chinese brands (eg Lenovo, Huawei, and ZTE). All in all, management believes its produce pipeline will translate into market share gains in China, Asia and Americas.