As a world-renowned computer giant, Dell has achieved great success in the Chinese market. However, in the context of the current tensions between the United States and China, Dell has chosen the path of comprehensive decoupling from China's ** chain. As early as 2025, Dell announced plans to transfer 50% of its production capacity out of China, and by 2027, Dell has achieved the goal of 100% excluding Chinese manufacturing. The steadfastness of this decoupling plan has left a deep impression on people.
However, Dell's decision has not been recognized by the majority of Chinese consumers. On the contrary, the decision sparked intense anger and dissatisfaction among consumers. In the Chinese market, Dell's PC shipments have continued to decline, and its performance has also shown a significant downward trend. The price Dell has paid is precisely because of their choice to decouple from China. This undoubtedly gives a good opportunity for Chinese competitors, who quickly fill the market gap left by Dell.
Dell's retreat is closely linked to the rise of China's domestic substitution. At the same time as Dell's decoupling, Chinese technology companies are also stepping up efforts to promote domestic substitution. New and established giants such as Huawei, Lenovo and Xiaomi have emerged one after another, and they are loved by the majority of Chinese consumers. They have succeeded in squeezing Dell's share of the computer market by continuously innovating and improving product performance. Not only that, but in the server field, China's Inspur Group, Xinhua III and other companies have also performed well and launched fierce competition with Dell.
What's more, China** is also actively promoting local technology companies to achieve independent R&D and innovation. From key chips, flash memory and other hardware, to application software and operating systems, China is increasing investment to achieve 100% localization. With its self-developed "Taishan" series servers, Huawei is directly competing with Dell. With the rise of China's domestic substitution, Dell has to face the reality that they have lost their former glory in the Chinese market.
Dell's dilemma is not accidental. Their decoupling plan is not only related to the changes in the Chinese market, but also related to Dell's own strategy and judgment. On the one hand, Dell is overconfident that the Chinese market cannot survive without them. On the other hand, Dell did not realize the risks and challenges it would bring when it chose to decouple from China. To a certain extent, these have led to the decline of Dell in the Chinese market.
For Dell, they should reflect on their decisions. In the tide of globalization, China and the United States cannot simply be viewed with a dilemma. The Chinese market is a place full of opportunities, and Dell's failure to maintain a good cooperative relationship with the Chinese market has become one of the reasons why it is difficult for Dell to operate in China.
However, Dell isn't the only business that has been bogged down by poor decision-making. Globalization is not only the expansion of a market, but also a cultural exchange and understanding. As a business, we should pay more attention to cooperation with different countries and regions, rather than just chasing profits and market share. This is a long-term development plan that requires us to think and act.
In the future, there are still many unknowns whether Dell will be able to return to the Chinese market and succeed. But what we can be sure of is that both Dell and other companies need to maintain an open and inclusive attitude, continue to learn and Xi adapt to the market needs of different countries and regions, in order to go further.