I recently heard a rumor (not officially confirmed) that Dell Technologies may be planning a phased withdrawal from the Chinese market, with a complete exit by Q3 2027. Below is the timeline I heard:
2025 Q4 – End of Production
Closure of Xiamen & Chengdu factories
2026 Q1 – Sales Reduction
Halt consumer PC sales, end new enterprise contracts
2026 Q3 – R&D Relocation
Shanghai R&D center moves to Singapore
2027 Q3 – Complete Exit
Deregister legal entities, keep compliance only
Dell needs to move out of China to prevent the Chinese government from installing spy chips. I actually make good money by removing these chinese spy chips.
China wants to go to war to obtain Formosa/Taiwan. Smart move to on-shore production in the USA.
I guess my mandarin lessons were a waste.
100% verified. Dell is exiting China. So don't wait around for it to happen. Start looking for opportunities, before you get made redundant.
Not a chance!
@by I'm a Boomer, so maybe I'm d-mb. I was at Dell before we (and everyone else) was in China, was involved in entering the China market. I didn't read the OP as saying "everything comes back to the U.S.", which I agree would be insane and would cause costs to totally explode. But I could totally see manufacturing to move from China to other low cost countries. Actually, China is not and has not been the lowest cost location for many years now, but they do have excellent infrastructure for manufacturing and logistics.
No way this will happen. Too much cheap labor in China. Quit the biggest market in the world? I doubt it.
This seems unlikely. I could see eliminating manufacturing. But even for global customers, no longer participating in the Chinese market would be a big issue.
now...if only they could get rid of India.