#科技之巅 #
At the beginning of this year, it was reported that two internationally renowned computer manufacturers had set a timetable for exiting China and terminated cooperation with Chinese suppliers.
JUST APRIL 9, MICHAEL DELL, FOUNDER AND CURRENT CHIEF EXECUTIVE OF DELL, ADMITTED IN AN INTERVIEW WITH THE FINANCIAL TIMES, CITING CONCERNS ABOUT SUPPLY CHAIN DISRUPTIONS AS AN EXCUSE TO FOCUS ON FINDING SUPPLIERS OUTSIDE CHINA. But he did not respond to previous rumors that Dell would stop using Chinese-made chips and withdraw from the Chinese market by 2024.
The other is Hewlett-Packard (HP), which is also reportedly evaluating plans to shift production capacity from China, but the company has not responded or confirmed the rumors; It is the supplier insiders who break the news and guess the possibility of the incident through the supplier's actions.
Including Apple, international big brands led by the United States have used various excuses to require their suppliers to find India, Southeast Asia, Mexico and other countries and regions to replace the current production capacity in China, with the intention of cooperating with the United States and the West in recent years to suppress China's industry and technology, trying to force China to give up industrial upgrading and continue to obediently work hard for developed countries such as the United States and the West.
In this context, the traditional suppliers of international manufacturers can only follow orders, and foundries such as Foxconn, Wistron, Pegatron, and Jabil are accelerating the diversification of manufacturing capacity.
China currently produces more than 80% of the world's computers, and the Chinese market accounts for more than 20% of the world's computer sales, exit a midstream production capacity advantage and industrial cluster excellent, with huge downstream demand in the market, really do not understand what these national manufacturers think.
Let's take a look at the financial data of these two computer manufacturers.
In 2022, Dell's net profit margin is only 2.37%, on such a profit level, but also to engage in supply chain transfer, once engaged, first of all, the early construction costs, scattered production capacity brought by the increase in management costs and freight increases, production may also have to readjust the production line, add equipment, staff training, mold and other redevelopment, the introduction of new suppliers need to test for a period of time, re-establish marketing and sales personnel, I don't know if Dell's profit margin of more than 2% can withstand the toss.
NDRC data, the share of brands in the domestic computer market in 2022
In the era of mobile Internet, PC competition is not as fierce as smartphones, in 2022 China's domestic smartphone brands account for more than 80% of the market, if foreign PC manufacturers want to withdraw from China, the market share left is really giving domestic brands an opportunity to achieve leapfrog development.
Of course, not all multinational companies are as radical as Dell, in the first two months of this year, foreign capital in the mainland high-tech industry is still maintaining rapid growth, perhaps Dell, HP and other companies withdrawn, is to foresee the decline trend of business and profits, actively shrink the business, in a more decent way to exit.
Some time ago, after China resumed American flights to China, the CEOs of two heavyweight companies in the field of science and technology in the United States, Intel and Apple, immediately visited China, emphasizing the need to continue to cultivate the Chinese market and continue to serve Chinese consumers with partners, which reflected the attitude of the US chip and high-tech industries - no one dares to offend Chinese consumers, and no one wants to miss the Chinese market.
At present, in the field of consumer electronics, the conditions for comprehensive localization in China are becoming increasingly mature, and the current difficulties mainly lie in chips.
The most important is design tools (EDA), equipment required for advanced processes, and the ability to manufacture advanced process chips, EDA has been done by many domestic companies, Huawei recently announced that it has conquered the localization of tools above 14nm with domestic counterparts, 7nm, 5nm is just around the corner; And the equipment required for advanced processes, currently under the national system, the work continues to deepen normally, and the state has invested heavily in this field, the science and technology innovation board has helped many domestic semiconductor equipment manufacturers to go public in the past two years, I believe that in a few years, China will be able to break through the blockade of semiconductor equipment in the United States and the West, at that time, in the case of tools and equipment are fully unlocked, production capacity is not a big problem.
What happened to those arrogant, wild foreign brands that spoke wildly?
Back in 2016, when Samsung was still the head of the list of China's mobile phone market, in the same year Samsung released its flagship smartphone - the famous NOTE7, just over a month after its release, there have been more than thirty explosions and fires due to Note7 battery defects around the world, and on September 2, 2016, Samsung announced a global recall of 2.5 million mobile phones, but excluding China, which made Chinese consumers feel discrimination. After AQSIQ interviewed Samsung on September 14, 2016, Samsung recalled more than 1,000 mobile phones in China.
It was not until October 5, 2016, when a fire caused by the Note7 mobile phone occurred again on a flight in the United States, that Samsung began to consider stopping the production of this mobile phone, and officially made a decision to stop production on October 11.
The whole incident made Chinese consumers feel discrimination from Samsung, and after this incident, Samsung has completely fallen out of the statistical list from 20.5% of China in 2016.
In 2021, the clothing brand H&M publicly boycotted "Xinjiang cotton", and then GAP, Adidas and other brands were also found to boycott Xinjiang cotton, and then these brands were boycotted by Chinese consumers, and major e-commerce platforms also began to remove the products of these brands, H&M closed 60 stores a year, and Adidas' revenue in China fell by 36% that year.
Since the Chinese market is an important source of income for these companies, it is inevitable that the performance of these companies will decline after offending consumers.
In addition, there are a number of safety scandals and reduction incidents of foreign cars, which have caused sales of their products in China to plummet.
Behind every foreign brand Waterloo, accompanied by the rise and comprehensive replacement of Chinese local brands.
Come on domestic brands!