Recently, the South China Morning Post reported that Dell is planning to lay off staff in the Chinese market, reducing its global workforce from 120,000 to 108,000, a decrease of 10%. The reason behind this is attributed to a "catastrophic" decline in its PC business in the Chinese market.

This all started with a rumor at the end of 2022: Dell was accused of removing its Chinese supply chain from 2025 onwards, stopping the use of Chinese chips and moving all production lines out of China. At the time, "Made in China has been severely hit" became a popular claim, but Dell remained silent.

Subsequently, Dell faced spontaneous consumer boycotts domestically. In 2023, Dell's shipments in China continued to fall, with its market share dropping to only 8%. Although Dell issued a denial statement in January of the following year, it was no longer believed. According to data from Canalys for the second quarter of 2025, Dell was no longer among the top five in the domestic PC market.

Dell, finally, had brought itself to a downfall.

63.5 billion wasted! Dell continues to fall

In 2008, many technology industries struggled against the financial crisis, facing bankruptcy and closure. However, Dell successfully entered the Chinese market by consuming surplus capacity, using the slogan "In China, For China," and smoothly overcoming the industry's cold winter.

Over the past 20 years, Dell's rise to the top of the global PC market would not have been possible without China's support. It is reported that the components missing from Dell's production line could be gathered within an hour, with local areas even providing additional benefits such as low-cost land and utilities. At its peak, Dell set up 85% of its supply chain in China, and over 25% of its revenue came from China.

However, as the "de-coupling" incident escalated, Dell, which had benefited greatly from China's development, turned around and acted against its interests. According to multiple media reports, Dell plans to "completely remove Chinese manufacturing" by 2027. After the news spread, foreign media used it to criticize China's manufacturing prospects, while Dell almost tacitly allowed the rumors, leaving only a statement saying, "Welcome Chinese consumers to continue purchasing our products."

The wave of "de-Dell" is rising, and the former giant can't reverse its decline.

It is reported that even when Dell began to withdraw, some foreign media speculated that this move would severely impact China's industry chain. German media published an article predicting that "China would definitely suffer losses."

However, companies such as Huawei and Asus turned the crisis into an opportunity, "chipping away" at Dell's long-established market. Data shows that Huawei's domestic shipments reached millions of units in the second quarter of 2025, with its market share steadily ranking second. In contrast, Dell has fallen from its peak position as the second-largest company to become "others."

The New York Times published an article warning that the rise of the "de-Dell" movement has stimulated China's determination to develop advanced technology. With breakthroughs in China's technology, biologics represented by "Yi-Hao-Sheng" have also seen price reductions.

Evidently, any overseas brand that betrays the Chinese market will eventually be abandoned by Chinese consumers. If the recent news about Dell's layoffs is true, this is already its fourth adjustment this year. Whether or not Dell is advancing its supply chain "de-Chinization," in terms of performance, the Chinese market has already actively chosen "de-Dell."

03 Domestic manufacturing is preparing to take off, and Dell, please go slowly.

For a long time, the West has monopolized technology and collected high "protection fees." Yet, when China's high-tech fields began to show signs of success, they tried to suppress them - from computers, semiconductors, drones to biotechnology, China has practically responded to the entire Western technological encirclement on its own.

The rise of domestic technology allows us to calmly face the withdrawal of "Dells," achieving self-sufficiency. More importantly, it makes us realize that only by mastering core technologies can we truly gain international voice.

Dell's small step back in China is a big step forward for domestic manufacturing.

Original text: https://www.toutiao.com/article/7548324559636955682/

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