First, let's delve into some crucial data regarding the Chinese PC market in 2022.

As illustrated in the graph below, in 2022, the number of personal PC shipments in mainland China amounted to approximately 48.508 million units. The top five players in this market were Lenovo, DELL, HP, ASUS, and Huawei.

Among these, DELL and HP, both American brands, held the second and third positions domestically, respectively, with a combined market share of 20.6%, constituting one-fifth of the entire market. Historically, DELL and HP have consistently ranked among the top three in the Chinese market.

The scenario shifted in 2023. Early in the year, media outlets reported that DELL was planning to "localize" and gradually shift some of its production capacity out of China. Rumors even circulated that DELL would cease using Chinese chips in its computers.

Although DELL subsequently denied these allegations, many remained skeptical, viewing the company's actions as ungrateful. Consequently, consumers pledged to boycott DELL products and instead support domestic computers. This decision contributed to a persistent decline in DELL's sales throughout 2023.

The chart above depicts PC sales in the Chinese market during the second quarter of 2023. Notably, DELL's sales plummeted by a staggering 52%, causing it to drop from second to fourth place.

Subsequently, reports emerged suggesting that due to external tensions, HP might also relocate some of its production capacity away from mainland China. In response, Chinese consumers once again voiced their intention to avoid HP computers and support domestic brands.

Recently, an institution released sales data for the Chinese PC market in the third quarter of 2024. The data reveals that DELL has fallen out of the top five, while HP has dropped to fifth place.

Compared to 2022, DELL has slipped from second place to outside the top five, and HP has declined from third to fifth, experiencing a 23% drop. At this rate, it may not be long before HP also exits the top five.

The top four positions are now all occupied by domestic brands: Lenovo, Softcom (Tongfang), Huawei, and ASUS—all of which are Chinese brands. The top three are mainland Chinese brands, with ASUS being a Taiwanese brand.

It is evident that Chinese consumers are united in their support for domestic products. When they express their commitment to supporting domestic brands, they genuinely follow through, leading to a consistent decline in sales for DELL and HP.

Looking ahead, I encourage consumers to continue supporting domestic brands. I also urge domestic computer manufacturers to intensify their efforts to push HP and DELL out of the top five, enabling Chinese people to use computers made in China. After all, there is minimal difference in terms of CPU, memory, hard drive, and operating system among computers from different brands. There is no compelling reason to insist on buying foreign brands when domestic options offer comparable quality.