Dell denies "de-Chineseization", but the Chinese market has been "de-Dellized".
Last year, Dell wanted to move its production base out of China and planned to completely abandon Chinese chips by 2027, which is believed to be Dell's"Sinicization", but Dell executives did not announce the matter, some time ago, Dell executives said that they had never considered giving up China's ** chain, but China's"Deerization"Accelerating.
Dell PC sales in China were halted in the third quarter, with a 36% drop in the third quarter, which pushed Dell PC sales in China to fourth place, after Dell PCs were the second largest domestic PC market, and Dell's market share declined.
Many people believe that Dell's computers are not irreplaceable, because now computers have become very standard products, whether it is Intel or AMD, the operating system is Windows, and the degree of standardization is very high, so the performance of each computer is about the same.
Compared with other computers, the ** of Dell computers is slightly higher, but Dell's reputation in China is very popular with Chinese, so the sales of Dell computers rank second on the list.
However, with the Dell announcement"Exit China"PC sales in China are declining in favor of local brands, and data from the third quarter shows that Dell's customers are moving away from Dell in favor of other local brands, such as HP, which have a larger share of the market.
Another major impact is that Dell values storage as the future of servers and storage devices, and has spared no expense in acquiring storage giant EMC.
Dell"Sinicization"After the news broke, Chinese companies began to abandon Dell's servers and storage products, Dell's servers fell out of the top five in the Chinese market, and its storage products were also replaced by a domestic brand, which ranked second in the storage field, grew extremely fast, and surpassed Dell's position in the storage field. Dell's position in the storage space has also been taken by it.
Dell's executives began to panic. What they are worried about is that China is the world's largest market, and if Dell's losses in China continue to increase, then the losses in China will be even greater, so Dell executives said that they have never given up on the ** chain in China.
Dell executives said that in the fields of PCs, servers, and memory, domestic brands can replace Dell, saying that they can make up for Dell's losses, and even China"De-Dellization"It was a success, and Dell should regret it now.
In addition to Dell, Apple shifted production lines to India, Vietnam and other places, resulting in fewer iPhone 15 shipments in China compared to last year, leading Cook to quickly visit China and have intimate conversations with Chinese users in Chengdu, expressing Apple's determination to cooperate with Chinese manufacturing.
However, Apple's foundry Foxconn and Pegatron are ramping up their investments in India, where iPhone production is expected to reach 40 percent, which will affect sales in the Chinese market, and perhaps by then, Apple executives will be like Dell executives and refuse"De-sinicization"。