Source: Network

    According to the data, since the outbreak of the Sino US MY war in 2017, although there has been a discussion on "whether the production capacity of foreign notebook brands should be moved out of Chinese Mainland", Chinese Mainland is currently the world‘s largest notebook production place, with the most complete notebook supply chain in the world, and HP, Dell and Apple are all American brands among the top five notebook brands in the world, If the United States imposes a high import tariff on notebook computers made in China, it will have a greater impact on the two major American notebook computer brands. Therefore, the United States finally exempted the import tariff on notebook computers made in Chinese Mainland, and HP and Dell‘s notebook computers will naturally continue to stay in Chinese Mainland for production, even the global epidemic has broken out, Nor has it shaken the confidence of notebook computer brands and foundries to continue manufacturing in Chinese Mainland.

    However, as ZM relations became more and more tense, under the banner of Guoan‘s public opinion, the United States continued to restrict the export of semiconductors and related manufacturing equipment and technologies to China. Previously, it was also reported that the United States planned to restrict American terminal manufacturers from using Chinese made semiconductors. Recently, it has been reported in the industry that even the electronic labels used by supermarkets that are not threatened by GA at all, American customers are now looking for foundry factories with production capacity outside Chinese Mainland to take orders. The laptop supply chain, which is much more influential than electronic labels on national security, has also started to experience changes recently.

    According to the supply chain news, Dell, a global PC brand manufacturer, has informed the supply chain and the foundry that it plans to move 50% of its production capacity out of Chinese Mainland by the end of 2025. In response to Dell‘s goal, the entire laptop supply chain has moved up. The largest laptop power supplier in the world, Qun Dian, originally built to meet customer needs, will open its Thai factory in June this year. It is understood that, including the transformer production line of key components of the power supply, Qundian will also consider whether to transfer part of its production capacity to Thailand as the case may be.

    As for the two major OEM plants of Dell‘s notebook computers, Renbao and Wistron, are also expanding their capacity in Vietnam. When the capacity of Renbao‘s existing Vietnam plants in two phases is almost full, at the end of 2022, Renbao announced to invest 60 million dollars to establish a new Vietnam plant in Lianhetai Industrial Zone, Taiping Province, Vietnam, with a land area of more than 40 hectares. Although Renbao said that the new factory planned to produce many kinds of products, insiders said that a large part of Renbao‘s new factory in Vietnam was prepared for Dell‘s needs. Wistron is also expanding its notebook production lines in Taiwan, China, China and Vietnam. It is expected that the total production capacity will reach 40% by 2025, which is expected to meet Dell‘s demand.