惠普等公司正将生产转回中国
多位知情人士向《日经亚洲》表示，随着物料清单成本上升，且AI需求导致内存和存储部件严重短缺，这些PC制造商正在寻求更高的制造效率。中国仍是PC厂商制造电脑的最佳选择，因为这里拥有经验丰富的劳动力、更低的价格以及完整的供应链生态体系，能够提供全面的零部件供应渠道。
与此同时，这些PC制造商正转用一些不太知名的中国代工厂，因为规模更大的代工厂越来越忙于生产利润率更高的AI数据中心服务器订单。知情人士称，全球第三大个人电脑制造商、仅次于联想和惠普的戴尔公司，也在评估类似的调整。
“此举确实是成本压力推动的，”一位芯片行业高管说，其公司为所有主要PC制造商供货，“不仅是内存芯片，其他部件的价格也涨得十分迅猛，以至于PC制造商越来越难以消化这些涨幅。他们正将部分生产迁回中国，并与更多中国代工制造商合作，主要原因是后者能提供极具竞争力的价格。”
该高管表示，如果成本环境没有改善，PC厂商可能会将更多生产迁回中国。
宏碁发言人表示：“我们会动态调整供应链运营，以增强供应链的韧性并保持竞争力。我们一直与多家制造商和供应商合作，保持灵活调整策略，多年来一直如此。”
截至发稿，惠普、戴尔和华硕尚未就此置评。
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Hewlett-Packard and others are returning production to China.
Many informed sources have indicated to IJA that the PC manufacturers are seeking higher manufacturing efficiency as the cost of material inventories rises and as AI demand leads to a severe shortage of memory and storage components. China continues to be the best option for PC manufacturers to manufacture computers, as it has experienced labour, lower prices and a complete supply chain ecosystem that provides a comprehensive supply of spare parts.
At the same time, the PC manufacturers are shifting to a number of less well-known Chinese-based factories, as larger generation plants are increasingly busy producing higher-profit AI data centre server orders. According to the source, the third largest manufacturer of personal computers in the world, Dell, second only to thought and Hewlett-Packard, is also assessing similar adjustments.
“This has indeed been driven by cost pressures”, a chip industry executive said that his company supplied all major PC manufacturers, “not only memory chips, but the prices of other components have increased so rapidly that PC manufacturers have become increasingly difficult to absorb. They are moving some of their production back to China and are working with more Chinese producers, mainly because the latter can offer very competitive prices.”
The executive said that if the cost environment did not improve, PC manufacturers might relocate more production back to China.
“We will dynamically adjust supply chain operations to enhance supply chain resilience and remain competitive. We have been working with many manufacturers and suppliers to maintain a flexible adjustment strategy, as has been the case for many years.”
Hewlett-Packard, Dale and Wahe-seok had not yet commented on the paper.
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