Shipments are cut in half, without Chinese chips, the US PC giant is going to be cold, and Apple becomes the big winner

The second quarter data released by the market research agency Canalys shows that the shipments of the US PC giant Dell in the Chinese market have plummeted by 52% year-on-year, showing that after it publicly announced that it would abandon Chinese chips, Chinese consumers are abandoning it one after another. After all, today’s PC brands So much more, there are more alternatives entirely.

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According to data released by Canalys, China’s PC market shipments in the second quarter fell by 19% year-on-year, showing that demand for PCs is still declining. Dell’s PC shipments fell particularly sharply when the overall market fell, far exceeding the overall market. Market, this is worth thinking about.

Data show that in the second quarter, Dell’s PC shipments in the Chinese market plummeted by 52% year-on-year, from 16.6 million units to 8.04 million units, ranking first among many PC brands; the ranking fell from second to fourth It can be said that it is quite tragic. As Dell suffered a severe setback in the Chinese market, its shipments in the global market are also declining rapidly. Data show that Dell's global PC shipments in the second quarter fell by 22% year-on-year, ranking first in the decline.

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As Dell suffered a severe setback in the Chinese market, the three PC brands are rapidly replacing Dell. In the second quarter, HP, Huawei and Apple became the winners in the Chinese market, and Apple was the biggest winner. In the quarter, HP, Huawei, and Apple’s shipments in the Chinese market grew by 6%, 6%, and 17% year-on-year respectively, showing that after abandoning Dell, more consumers chose Apple, and Apple’s Mac became the big winner.

In the global market, due to the very large growth rate of Apple's shipments in the Chinese market, its shipments in the global market have increased by 8% year-on-year, and it has made Apple the only PC brand that has achieved growth in the global PC market. Shipments of PC brands are all declining.

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The Chinese market is the largest PC market in the world. Many PC companies need the Chinese market to ensure stable shipments. Especially in the current situation where global PC shipments have been declining year after year, who can grab more market share from the Chinese market? Who can ensure the stability of the market, and Apple is obviously one of them.

Dell has become the most lost one, causing Dell's shipments in the Chinese market to halve, because it previously announced that it would abandon Chinese chips. In the future, its PC will not use a Chinese chip, and even plans to transfer production lines from China. The establishment of factories in India, Vietnam and other places has caused Chinese consumers to be very dissatisfied with it.

Consumers are dissatisfied with Dell, so they naturally choose other PC brands to replace them. From the above, it can be seen that these consumers choose HP, Huawei and Apple. After all, today’s PCs are highly standardized products, and there is not much difference between brands. The gap, Dell's PC is not a necessary brand.

It can also be seen from this that Dell, which has lost the Chinese market, is being marginalized at an accelerated rate. It used to grow steadily in the global PC market, and was even considered by the industry to challenge HP to become the world's second largest PC brand. Threats to abandon Chinese chips directly led to an abrupt end to the good growth momentum, and even cut shipments in half. This is a turning point in the good situation.

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In today's PC market and many consumer electronics products, the status of Chinese manufacturing is very important. China manufactures nearly 70% of the world's mobile phones and 80% of PCs. It has a complete industrial chain and can manufacture high-quality electronic products. Dell's experience It shows that whoever leaves China's manufacturing will be finished.

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Origin blog.csdn.net/AUZ3y0GqMa/article/details/132644517
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