China should really just tell dell if they do that, then forget the china market.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Yeah, I would do the same. Dell is not a super high tech company selling something unique. They are also at an industry full of competition so I would expect Dell to be kicked out of China if it eliminates Chinese chips from its supply chain
Just had to delete a few more posts. @ZeEa5KPul it's not up to you to decide what's on and off topic.
Talking about Dell computers decision here is fine as long as people don't get too emotional. If people can't control themselves, then they can find another thread to look at.
Also @tacoburger, this is an actively moderated thread. Which means you should have a little more respect for other people on this thread rather than getting overly emotional on your first post on this forum. Please read through this thread and have better understanding of where things are at first.
Talking about Dell computers decision here is fine as long as people don't get too emotional. If people can't control themselves, then they can find another thread to look at.
Also @tacoburger, this is an actively moderated thread. Which means you should have a little more respect for other people on this thread rather than getting overly emotional on your first post on this forum. Please read through this thread and have better understanding of where things are at first.
I have no idea how much of their revenue comes from China, but this is a really bad publicity stunt if they still want to be relevant in China. It seems like they are just trying to get into better position with DC politicians and get some large gov't contract.
Aside from that, I agree this is probably not a big deal from revenue point of view and that Chinese gov't is likely going to put in unspoken laws that will hurt Dell's business in China.
In 2021 they had 12.6% market share (second after Lenovo) and 7.2 million shipments
Quite sure that, first government agencies, then state-owned-enterprises, then everybody else will start to avoid Dell in China. No need for new laws or regulations, or any public statement from government, it will just happen Chinese style
Really baffling decision from Dell side, they act like they do not care Chinese market....or maybe they know something in advance that is still not public, some new wonderful idea that came across some bright mind in Washington DC.
Anyhow, if their decision is confirmed, they can say goodbye to Chinese market within the next few years.
Technology decoupling from China is the big thing of this decade. The still unknown consequences will have a deep and lasting impact for the remaining part of the century.
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Dell has 11% of marketshare in China recently. Lenovo has over 30% and Huawei has 10%. Dell has gone downhill for many years in China. Their business is in a bad shape in China due to lack of consumer support and refuse to comply with security rules of using some Chinese components and software for government and State owned companies contracts. Basically, Dell has lost every major contracts with the Chinese government and State owned companies. Dell and HP are pretty much over in China due to lack of commitment and their fate would be same as IOE.
Yeah, that is what I have noticed too.
Tech, it is being dominated by big companies. That the big company, like Huawei, would now be focused on chips, and servers, and other items, besides the core business.
Amazon, chips, hardware, cloud, when they started out selling books right? I think they sold books? LOL.
This is like the inverse of what we always knew about the invisible hand of Adam Smith, where specialization leads to more economic activity.
In the case of big companies and big tech, currently the opposite is true.
That is not to say the invisible hand is on its way out. That is not happening. The world wide IC industry shows that the invisible hand is alive and well.
Maybe it is the same old story, that Huawei and Amazon, they kind of like close to being monopolies, so they exercise their monopoly power and start to do anything and everything by themselves. Dell was not big enough, and could get crushed by a monopoly.
Guess one main point or difference in monopolies today is that they follow what Ren Zhengfei talked about was that they were going to hire all the really smart people. The monopoly want to monopolized all the brains too
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This article doesn't even mention that Chinese chip equipment companies will fill in the void that US based chip equipment companies left, even at the older nodes. This is why reading SDF is valuable.
Everything from MSM has to be taken with a grain of salt, mainstream media tends take statements about China events and exaggerate then to artificially "darken it" to create a gloomy picture.
It's mostly about the cloud when you see chips as fertile ground, where you as cloud provider can offer the ground to farmers(IT companies) and get your 5~10% of the revenue from tax as some cyber landlord.
Designing your own chips, paying less license costs for the instruction architecture and semi designs makes sense because you can offer cheaper ground and lower taxes. This will attract more citizens to your cyber domain. The beauty of it is you don't need to fight expensive wars to expand the size of your domain all you need is really smart people to design new sorts of fertile grounds and build new datacentras.
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