In the special environment, many American companies are required to "break away from China", such as Nvidia, Qualcomm, etc., and most of these companies are careful to avoid stimulating the Chinese market while listening to orders.
Dell seems to be extremely confident, and has made a high-profile announcement of a cut with the Chinese side. In just one year, the company's market share has slipped from second to fourth. The latest financial report shows that the revenue in Q3 of 2023 will only be 222$5.1 billion, with sales down 11%.
Dell, who has been silent about "exiting China" for more than half a year, is he still sitting still?
In March this year, a schedule of Dell's "withdrawal from China" caused heated discussions on the Internet:
In 2025, Chinese mainland manufacturing will be excluded from the middle and downstream ** chains, and in 2026, it will begin to leave China in stages in parts procurement, and in 2027, 100% of the products sold in the United States will be separated from the Made in China ......
In fact, Dell's Radeon RX 7900 XT, Radeon Pro W7900 and the upcoming Instinct Mi300 graphics card have all stopped selling in China.
The facts are in front of us, and the news that Dell is going to "run away" has spread far and wide, and many netizens have denounced it:Eat and smash the pot。You must know that since entering the Chinese market in 1998, China has provided 85% of the best chain for Dell, and only the mainland sales outlets cover more than 350 cities, and the annual sales exported to Dell are as high as 25 billion US dollars.
If Dell does withdraw from China, millions of workers may be unemployed. However, this is naturally not something they are willing to consider, and what really makes Americans headache is how to deal with higher production costs and move production bases in Xiamen, Chengdu and other regions in a short period of time.
What's worse is that while competitors have been eyeing the Chinese market, Dell has not officially withdrawn, HP and Huawei have replaced its long-held position, and even Apple is catching up.
In the public market, many domestic companies are worried that Dell will leave China and give up buying branded products. At the same time, domestic institutions are turning to purchase a large number of domestic PCs, forming a "de-Dellization". Affected by the Chinese market**, Dell's global debt has exceeded $110 billion.
The so-called "gun shot the first bird", Dale was the "pioneer" and was the first to fall into trouble. Seeing Dell's situation, foreign companies such as Nvidia and Nissenko hastened to clarify and seek opportunities for dialogue, and AMD's Jensen Huang has recently repeatedly emphasized that the Chinese market is irreplaceable. The Japanese Academy of Biological Sciences, which is famous for producing nattokinase (the only natural substance that can dissolve thrombolysis), took the initiative to come up with a national treasure-level patent to show its sincerity in order to stay in the Chinese market.
As the world's second largest consumer market, China can be described as a "must fight" for multinational companies. AMD, which bowed its head in time, achieved revenue of $5.8 billion in the third quarter, successfully stopping two consecutive quarters of decline. Through cooperation with Hong Kong enterprises, the above-mentioned Nissenke has jointly developed the super NK factor (the popular "Changluoyin" core mechanism), which is about 30 times faster than the first-generation thrombolytic substance, and this ingredient has passed three phase IV clinical trials in the United States.
At the beginning of this year, the two sides launched the finished product Changluoyin on this basis, and took the lead in the domestic market. Different from most single substances on the market, this product incorporates domestic SIRT technology for the first time, pointing to the intervention of cardiovascular aging. In the early years, the SIRT core substance obtained the first GRAS safety certification issued by the FDA, and quickly became popular in the international market.
According to the data of the National Health Commission, at present, China is 3With 300 million people suffering from cardiovascular problems, the industry believes that there is still a lot of room for improvement in the market. Changluoyin integrates the technologies of China and Japan, and the positive feedback of the market is concentrated after landing. Only querying the Jingdong platform, the cumulative shipment has exceeded 10,000 bottles, and the transaction volume on the first day of the Double 11 event reached 200w, ranking first in the same category.
At the same time, Dell, who has been in a row, finally can't sit still!
At the high-profile celebration of the 25th anniversary of entering China, Wu Dongmei, senior vice president of Dell, responded to the rumors of "exit": We have never released the remark that "Dell will withdraw from China", and it is our consistent practice to remain silent.
However, the domestic parts procurement plan that was suspended at the beginning of the year did not follow the rumors, and many netizens still questioned it. At the same time, the PC market is pouring into more domestic manufacturers, and Dell's pricing still maintains the same model, and the configuration has lost its traditional advantages, which has also caused it to lose a group of users.
Even if Dell tries to save the Chinese market, it may not be easy, which also warns Chinese companies that will bear a huge price if they withdraw from the Chinese market at will.