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The decline of Dell, which is free of Chinese manufacturing, accelerated, but Musk's visit to China to win the No. 1, finally sober up

via:新浪科技     time:2023/6/3 22:00:45     readed:132

Dell is one of the giants in the US technology industry. Recently, the analysis agency gave its shipments in the Chinese market in the first quarter. The data showed that Dell's shipments in the Chinese market plummeted 45%, the highest decline; On the other hand, after the end of Tesla founder Elon Musk's visit to China, the market value of Tesla soared by more than 400 billion yuan, which shows the different results of the two companies' different choices on the Chinese market.

Due to the huge drop of Dell's shipments in the Chinese market in the first quarter, its global shipments in the first quarter fell 31%, which was higher than the top two Lenovo and HP. Previously, due to the steady growth of Dell's shipments, the shipment gap between Dell and HP narrowed to 300,000 units. The industry once believed that Dell could overtake HP and become the second largest PC enterprise in the world. But Dell's growth has come to a screeching halt, and the gap has widened to 2.5 million units.

Dell's decline accelerated because it said it would get rid of manufacturing in China and would no longer use Chinese chips by 2027, which led to a sharp drop in shipments to the Chinese market and a wave of Chinese consumers saying they would not buy Dell PCS.

Dell's sudden plan to leave manufacturing in China also affected its production. China is already the world's largest PC manufacturer and has a well-established PC industry chain. Dell suddenly tried to rebuild a PC industry chain outside China, which was extremely difficult, and also disrupted its production plan, which directly led to the current chaos.

However, getting rid of manufacturing in China is not as easy as words say. Apple's attempt to promote manufacturing in India to reduce the proportion of manufacturing in China led Wistron to announce its withdrawal from the Indian market. So far, Apple has made little progress in building industrial chain in India.

In contrast to Dell's rhetoric, Tesla has chosen a more pragmatic attitude and intends to increase the proportion of manufacturing in China. The data for 2022 shows that Tesla's Shanghai factory delivered more than 700,000 vehicles, accounting for more than half of Tesla's delivery of more than 1.3 million, which highlights that the Shanghai factory has become a global base for Tesla. Tesla plans to further expand the production capacity of the Shanghai factory, which will not only export to Europe and Japan, but also plans to export to Canada.

Musk, founder and CEO of Tesla, spoke highly of manufacturing in China, believing that Chinese workers are more hardworking than American workers. While American workers generally choose to leave after work, workers in the Shanghai factory are still working in the early morning, which makes the production cost of the Shanghai factory more than half lower than that of the United States. The success of the Shanghai factory prompts Musk to trust the manufacturing in China more.

Recently, Musk visited China for more than 40 hours. The market value of Tesla rose by more than 600 billion yuan in just a few days, thus making Musk once again the richest man in the world, which is in sharp contrast to the decline of Dell.

These sharp contrasts have caused a huge impact on the US technology industry. After Musk's visit to China, it was recently reported that Huang Jenxun, founder and CEO of Nvidia, also plans to visit China, which is expected to take place this month at the earliest. NVIDIA has been looking forward to strengthening cooperation with China to ensure the shipment of GPU chips to China. NVIDIA has customized high-end chips for the Chinese market, the A800 and H800.

China is the world's largest market as well as the world's largest manufacturer. It can not only bring huge benefits to American enterprises, but also the high-quality and low-cost advantages of Chinese manufacturing help American technology enterprises seize the global market and earn huge profits for them. Facts have proved that American enterprises really cannot live without China, and Dell is the most obvious example. Tesla and NVIDIA further prove Dell's choice wrong.

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