With losses of more than 60 billion yuan and the failure of "dismounting", US companies began to "de-beautify" the mainland
Refusing to use Chinese chips, it is expected that all production capacity will be withdrawn from the Chinese market by 2024.
That is to say, in the context of the United States continuing to use American technology to harvest the global market, the American Dell company to the Chinese market"future"。Perhaps, Dell will have to deal with the U.S. technological restrictions, or it will have to take into account the U.S. technical restrictions on U.S. companies in the Chinese market, or find a countermeasure. In short, for whatever reason, Dell has said something harsh about the Chinese market.
In this case, taking advantage of the Chinese market is equivalent to taking advantage"Iron rice bowl"Dell's cheapness has to cater to the minds of the Chinese, which is indeed admirable. However, the harsh reality will bring Dale back to square one.
According to the data released by Canalys for the second quarter of 2023, the turnover loss is more than 60 billion. In the Chinese mainland market PC shipment data, Dell's sales fell by 52%, and its market share reached a new low in recent years, leaving only 8% in the mainland market. Some analysts have pointed out that Dell has regressed directly to the level of 30 years ago.
Obviously, due to the previous one"De-sinicization"With no real effect, Dell is starting to become reversed"De-Dellization"。And this also shows that Dell's disadvantage in the Chinese market is basically ineffective, not only has it no effect, but it is also difficult for it to eat back grass.
It's just that the fading has officially begun.
At present, consumption in the Chinese market has obviously been rejected by Dell. The root cause of the rejection is not simply that they are actively responding to the actions of the United States, but the rise of domestic technology. For example, Huawei, Xiaomi and many other brands have begun to launch products in the PC market, among which Huawei's response is particularly good. In the case that Dell can be replaced, in the face of such aggressive behavior, people will naturally love Dell computers less.
Therefore, even if Dell loosened up, in order to fully compensate for the evacuation of the ** chain, it did not really go to China, but realized the diversification of the ** chain, but it did not change the situation that its market share in China continued to decline.
In addition, so are the technological limitations of the United States"De-labeling"opportunity.
The United States is imposing technological restrictions behind its back, which can easily lead to two situations. The first is to know that restrictions are only the tip of the iceberg, and if local brands are not supported, then the possibility of being stifled in the future will become more and more likely. On the other hand, as mentioned at the beginning of the article, many American companies are afraid of being frustrated in the Chinese market. At the same time, as an American company, the technological limitations of the United States are inevitable"Helps to strangle"。
Based on the influence of these factors, whether Dell has to go to China or not, it is likely to become de-Americanized"Victims"。It's just that, compared with American companies such as Intel, Apple, and Tesla, Dell's"Sacrifice"It's much faster.
After all, it's not always good to go first, especially in China. It's a pity that Micron, which was also unhappy in the mainland market, did not recognize Dell's current situation back then, otherwise Micron would not have fallen into the same situation as Dell some time ago.
Of course, neither Micron nor Dell can blame us. "Infix"Rather than fighting in the mainland market, it is better to seize the time to enhance its core competitiveness, and there may be a glimmer of life in the global market.