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#ChineseCar #NewEnergy #electricvehicles Did you know? The global all-flash storage market has traditionally been dominated by American companies, with Dell, Qualcomm, and Intel essentially controlling a significant portion. Unexpectedly, Chinese company Huawei quietly entered the fray and, in just a few years, soared to the top, leaving observers astonished at the speed of its ascent. So, what enabled Huawei to surpass many world-class companies in a short period and claim the top spot in the storage market? And what missteps did Dell make in the Chinese market, leading to significant setbacks and a crisis in its storage business? Firstly, all-flash storage is an extremely advanced technology, and many companies worldwide struggle to master its core aspects, often relying on imports. Huawei, being a leading force in Chinese technology, began independent research and development of all-flash storage technology over a decade ago. After years of dedicated efforts, Huawei's all-flash storage technology now stands at the forefront globally. Secondly, Huawei's all-flash storage products demonstrate outstanding performance, repeatedly breaking world records. This year, Huawei's OceanStor Pacific all-flash product achieved an astounding result of million IOPS in the IO500 high-performance computing storage benchmark test, surpassing the previous world record by a staggering 15 times. In an era of fierce performance competition, Huawei's exceptional product performance undoubtedly serves as a crucial cornerstone of its success. Lastly, the Chinese market itself holds immense potential. With the rapid growth of the Chinese economy, there is a substantial increase in demand for semiconductors and memory. Huawei seized this opportunity, leveraging the vast market advantage in China to achieve product scale and further expand its influence globally. It can be said that without the fertile ground of China, it would be challenging to nurture a technology giant like Huawei. In summary, Huawei's rapid rise to the top of the storage market in just a few years can be attributed to three key factors: long-term technological accumulation, technical advantages in products, and the boost from the Chinese market dividend. It is the combination of these three major advantages that has created the unbeatable storage giant we see today—Huawei. Huawei's breakthrough is not coincidental. The company has consistently adhered to the development trend of the Fourth Industrial Revolution with artificial intelligence technology at its core. Huawei believes that data, as the fifth essential element in the digital economic era, has become the core asset of large enterprises, highlighting its unparalleled value. Based on this understanding, Huawei has continued to increase investment in the all-flash storage field, ultimately achieving this historic breakthrough. Over the years, Huawei has persistently promoted the progress and widespread application of all-flash storage technology through continuous technological innovation and market expansion. This not only provides consumers with a reliable alternative but also holds significant importance for the entire storage industry's development. Now, the question arises: What did Dell do wrong, facing a significant setback in the Chinese market, leading its storage business to a crisis? According to Gartner's data for the third quarter of 2023, Dell's shipments declined by 26.1% year-on-year, dropping to second place. This marks Dell's first time losing its leading position in this field. Why did this happen? We can analyze it from two perspectives: Dell's mistakes and Huawei's advantages. Dell's mistakes are mainly reflected in its neglect and indifference towards the Chinese market. Starting from 2022, there were rumors that Dell planned to gradually shift production capacity and completely abandon Chinese chips by 2027. This news sparked a strong reaction in the Chinese market, with many customers turning to other brands, causing a significant decline in Dell's sales in China. China is a crucial market for Dell, accounting for nearly one-third of its global business. Therefore, Dell's decline in the Chinese market directly impacted its global performance. Dell's three major businesses—PCs, servers, and storage—all faced severe challenges in the Chinese market. In the PC market, Dell, once the second-largest brand in China, saw continuous declines in shipments in the first three quarters of this year, with the highest drop exceeding 50%, falling from second to fourth place. In the server market, Dell fell out of the top five, being replaced by domestic b
