HP is rumored to be planning to move more than half of its PC production out of China, and the official response is here

According to the latest reports from international media, the world's second largest personal computer manufacturer is planning a major adjustment in its production layout and plans to transfer more than half of its personal computer production lines from China to other regions in the next few years. This strategic change aims to enhance the flexibility and resilience of the supply chain and reduce potential market risks. According to people familiar with the matter, HP has launched in-depth discussions with a number of suppliers and aims to move more than half of its personal computer production capacity overseas within the next two to three years. Even more striking is that HP has set an internal goal to produce up to 70% of its notebook computers outside of China. In this migration wave, Thailand has become one of the important destinations favored by HP. Currently, at least five HP suppliers are actively preparing to build new production bases or warehousing centers in Thailand to respond to HP's production transfer needs. At the same time, two other suppliers have also significantly increased their production capacity in Thailand since the beginning of the year to meet HP's strategic layout. In addition, HP has also deployed a "reserve" design center in Singapore, aiming to recruit about 200 professionals and supply chain experts in the field of electrical and mechanical engineering to build the place into an alternative new product research and development center to further strengthen the Close linkage with the supply chain.

In response to this series of actions, HP officials gave a positive response, emphasizing that the company will adjust the production layout in a timely manner according to market changes and business needs, "to achieve higher flexibility and reduce potential risks for customers." . This statement undoubtedly provides an official explanation for market speculation about HP's production relocation.

Despite facing major adjustments to its production layout, HP's performance in the PC market remains solid. According to the latest report from TechInsights, in the second quarter of 2024, HP laptops shipped 10.7 million units, achieving a year-on-year growth of 1%. The market share was stable at 22%, continuing to maintain its No. 1 position in the global market. Two positions.

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