News on China's scientific and technological development.
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Well, following in Dell's footsteps is maybe not so great
The reason why HP's PC's are so bad are because they are designed to be the lowest cost from design/conception right to market.
During Carly Fiorina's tenure, they outsourced everything including the design to outside companies (ODM) to save money on product engineers and boost profitability. Basically cheapest cost product designed by the cheapest cost people.
Don't forget that HP is completely separate from HPE (HP Enterprise), so the PC business doesn't even have backing from a enterprise division with servers, so basically considered a completely throwaway business.
With Intel's financial results, you think they can survive a complete sanction of x86 CPUs in China? Of course they can kill Lenovo without killing Intel like that, Dell would be happy, but really chasing the PC business is not really valuable.
I would not expect the US Government to think strategically, but really even if they don't care about Intel, a complete ban on x86 would just accelerate what the Chinese government is already doing, that is moving towards non-US controlled architectures. All those engineers working on x86 related hardware would just move directly to RISC-V/ARM-derivatives
They'll sanction or ban no matter how unlawful, irrational, or self-destructive. They are already fully in rabid dog mode. Truly no better than beasts.
US logic is & has always been that Chinese can’t innovate, so by that assumption if they cut off the stream of US / Western innovation then China won’t ever be able to catch up. The people making the decisions definitely believe this and that the US will triumph the way it did during the Cold War.
I doubt Nikkei is wrong because the job listings for HP indicate they’re actively recruiting for the positions Nikkei says they need to relocate.
The cynic in me says HP is hoping to get as many sales from China as possible before Chinese consumers realize they’re leaving lol
Sounds about white.
No idea which of the two lied. Both might. But the Nikkei could have used the fact that HP is hiring out of China to support its fabricated story of relocation.
One thing to realize is that HP is not huge in China. They are #2 in market share, but it is only 10%. Lenovo (#1) is 38%.
10% of the biggest market is still significant of course, but that 30% remaining production in China is probably enough to supply the domestic market.
The other thing to note, the American supply chain realignment is a bit of a mirage. American companies are not looking at alternative suppliers, just to decentralize production to mitigate certain risks and satisfy political demands. Therefore, we still see a lot of Chinese companies like Luxshare and BYD electronics involved. Furthermore, to supply these factories in SEA, we see China working together with those countries in upgrading infrastructure like rail links, as those factories require a lot of parts from China.
10% of the biggest market is still significant of course, but that 30% remaining production in China is probably enough to supply the domestic market.
The other thing to note, the American supply chain realignment is a bit of a mirage. American companies are not looking at alternative suppliers, just to decentralize production to mitigate certain risks and satisfy political demands. Therefore, we still see a lot of Chinese companies like Luxshare and BYD electronics involved. Furthermore, to supply these factories in SEA, we see China working together with those countries in upgrading infrastructure like rail links, as those factories require a lot of parts from China.
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