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Following Micron, another American corporate giant encountered Waterloo in China, and Huawei took over the strong rise

author:Fish balls to talk

With the continuous development of smart phones, many functions that could only be achieved on computers can now be realized on mobile phones, and it can be said that smart phones have replaced computers in many fields. With the increase in the number of information users, the market position of mobile phones and computers is quietly reversed.

From the current market situation, whether domestic or foreign, the PC market is facing a gradual shrinking bleak prospect, and many PC product giants can be said to have a hard time. It's just that when the PC market is generally not optimistic, there is a Chinese company bucking the trend.

Following Micron, another American corporate giant encountered Waterloo in China, and Huawei took over the strong rise

According to the latest statistics, in the first quarter of this year, Huawei occupied 10.7% of the market share in the domestic PC market, ranking second, second only to Lenovo, not only that, Huawei's shipments also increased by 34.1% year-on-year, and under the situation of plummeting shipments of many manufacturers, it has achieved excellent results.

Following Micron, another American corporate giant encountered Waterloo in China, and Huawei took over the strong rise

In addition to Huawei and Lenovo, there are many well-known PC manufacturers in China, such as the American brand Dell and HP. It's just that Dell, once known for its quality and maintaining the forefront of shipments in the Chinese market for many years, suffered Waterloo like Micron, and shipments were directly cut off.

U.S. "de-Sinicization"

In fact, the reason why Dell has this direct reduction in shipments is not because of the quality of Dell itself, the biggest reason is that Dell is cooperating with the United States to "de-China".

Following Micron, another American corporate giant encountered Waterloo in China, and Huawei took over the strong rise

The US chip bill is not only to restrict the export of chips to China, nor is it just to suppress the development of Chinese semiconductors, but to revitalize the US economy by returning the semiconductor industry to the United States through "de-Chinaization". Not only Dell, HP and other PC manufacturers, but also some chip processing, packaging and testing companies have also been required by the United States to transfer the industrial chain located in China out of China.

Following Micron, another American corporate giant encountered Waterloo in China, and Huawei took over the strong rise

According to the latest news, Dell is currently preparing to exclude all chips produced in China from the product line in 2024, and by 2025 it needs to completely stop production in China, completely interrupting cooperation with China's semiconductor industry.

It is not difficult to see from Dell's internal plan that Dell is determined to stand on the same boat with the Biden team this time, even if it loses a large amount of Chinese market. With these moves and plans, it's no surprise that shipments to the Chinese market have plummeted.

After all, even if Chinese consumers do not boycott Dell's products, in the process of Dell's capacity transfer, production capacity will be seriously affected, not to mention whether the production line is transferred to Southeast Asia or transferred back to the United States, Dell will face the problem of rising production costs.

Although the labor cost and factory construction cost in Southeast Asia are lower than in China, it is difficult to meet Dell's production needs due to the lack of sufficient infrastructure construction and perfect industrial and supply chain systems, coupled with poor labor quality. Although the United States is very good in terms of labor quality, infrastructure construction and industrial system, there is a fatal problem in building factories in the United States, that is, cost. According to estimates, the cost of building and producing a production line in the United States is almost twice that of China.

Following Micron, another American corporate giant encountered Waterloo in China, and Huawei took over the strong rise

As Dell, HP and other American PC companies transfer production capacity from China, they will inevitably face the problem of rising production costs, if they do not increase prices, then these companies are almost unprofitable, if prices increase, then competitiveness in the market will plummet.

Therefore, it is not surprising that Dell will have a reduction in shipments, since it wants to "de-Chinaize", then it must bear the corresponding consequences.

Can the United States succeed?

In recent years, the United States has repeatedly revised chip rules and restricted the export of chip products, although it has the idea of suppressing China's semiconductor development, in fact, it still wants to let semiconductor manufacturing return to the United States. In order to achieve this goal, the United States even did not hesitate to come up with $52 billion and policy subsidies to attract the world's top semiconductor companies to build factories in the United States.

Following Micron, another American corporate giant encountered Waterloo in China, and Huawei took over the strong rise

However, from the current situation, the world's major semiconductor companies are also clear about the careful thinking of the United States, although under the pressure of the United States and the temptation of subsidies, companies such as TSMC, Samsung, SK Hynix and other companies have gone to the United States to build factories. However, in the face of the United States' request to hand over core technology and customer data, it still chose to refuse at the first time, even if it did not want US subsidies, it did not choose to hand over core technology and customer data.

On the other hand, whether it is TSMC, Samsung, SK Hynix, they will still focus on the local or Chinese market for future development. For example, almost all of TSMC's 2nm production park is planned in Taiwan, while Samsung and SK Hynix are constantly expanding production capacity Chinese mainland.

The United States wants to modify the rules of chips to achieve the purpose of semiconductor manufacturing return, but has not thought that the fundamental purpose of enterprises is to make profits, and the high cost of building factories in the United States is not a little subsidy can make up, so although companies will be attracted by American subsidies to build factories in the United States, it is absolutely impossible to let semiconductor manufacturing return to the United States.

Written at the end: With the "de-Chinaization" of Dell and a number of American companies, the bad reaction has gradually begun to appear in these companies, whether it is PC giants such as Dell and HP, or chip giants such as Qualcomm and Intel, they have begun to plummet shipments, revenue, and profits, and it can only be said that the United States has suffered from itself.

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