戴爾在中國市場的現狀與未來動向，近日再度引發廣泛關注。根據外界報導與市場觀察，戴爾中國的員工規模在短短三年間，已經從巔峰時期的約1.2萬人縮減至僅剩約5000人，裁員比例高達60%。同時，其在中國PC市場的份額也一路下滑，如今僅剩約5%。這種大幅度的業務收縮，讓人不禁質疑，是時代淘汰戴爾，還是戴爾主動放棄中國市場。

近日，網路上流傳出一份名為《戴爾退出計劃核心時間軸》的所謂內部文件，引發熱議。內容顯示，戴爾疑似計劃從2025年最後一個季度開始，分階段退出中國市場：首先將關閉位於廈門與成都的工廠，接著關閉約85%的線下零售門店；隨後把原本位於上海的研發中心業務，轉移至新加坡與印度；最後僅在中國保留一個小規模的合規團隊，並完成供應鏈的剝離。這份計劃一旦屬實，意味著戴爾在中國的製造、研發、銷售等核心業務將幾乎全面撤離。

然而，對於這份「退出計劃」，戴爾官方迅速回應，斷然否認該消息的真實性，稱其為「謠言」，並表示「不會對謠言進行評論」。戴爾方面強調，公司並沒有退出中國市場的計劃。更有意思的是，戴爾還將於今年8月15日在北京舉辦「戴爾科技峰會」，似乎在以實際行動回應市場的質疑。

儘管如此，市場與媒體對戴爾的未來依然抱有疑慮。近年來，戴爾的全球業務策略發生顯著變化，部分研發與供應鏈環節逐步向印度等地轉移，這被認為與全球產業鏈重組及地緣政治因素有關。對中國市場而言，戴爾的市佔率已無法與過去鼎盛時期相比，加上裁員、工廠縮編等連串動作，不免讓外界推測公司可能正在逐步減少在華投入，即便官方否認，也難以完全打消市場的不安情緒。

整體而言，戴爾如今在中國市場的情況是一種複雜的「表面堅守、內部收縮」狀態。未來幾年，它是否真的會像謠言所說那樣逐步撤出中國，還是會調整策略、重新加碼布局，將取決於全球市場環境、中國市場需求變化，以及戴爾自身的轉型成效。這場關於「是被時代拋棄，還是主動離場」的討論，或許短時間內都不會有明確的答案。

Dell’s current situation and future in the Chinese market have once again sparked widespread attention. According to external reports and market observations, Dell’s workforce in China has shrunk dramatically in just three years—from a peak of around 12,000 employees to only about 5,000 today, a reduction of roughly 60%. Meanwhile, its share of China’s PC market has steadily declined to just about 5%. Such a large-scale contraction has led many to question whether Dell has been abandoned by the times or is instead voluntarily giving up the Chinese market.

Recently, a document titled “Dell Exit Plan Core Timeline” began circulating online, stirring public debate. The alleged plan suggested that Dell intended to gradually withdraw from the Chinese market starting in the final quarter of 2025. The supposed steps included first closing its factories in Xiamen and Chengdu, then shutting down around 85% of its offline retail stores; next, relocating its Shanghai R&D center to Singapore and India; and finally, retaining only a small compliance team in China while completely severing its supply chain from the country. If accurate, this would mean Dell’s core operations in manufacturing, R&D, and sales in China would be almost entirely withdrawn.

However, Dell swiftly responded to the rumors, firmly denying the authenticity of the plan. The company called it “false” and stated that “we will not comment on rumors.” Dell also stressed that it has no plans to withdraw from China. Interestingly, the company is scheduled to host the Dell Technologies Summit in Beijing on August 15 this year, a move seemingly intended to address market doubts with concrete action.

Despite this, the market and media remain skeptical about Dell’s future. In recent years, Dell’s global business strategy has undergone significant changes, with parts of its R&D and supply chain gradually shifting to countries like India—seen by many as a response to global supply chain restructuring and geopolitical pressures. In the Chinese market, Dell’s market share can no longer compare with its peak years, and the series of layoffs, plant downsizing, and other adjustments have fueled speculation that the company may be gradually reducing its investment in China. Even with official denials, such actions have not fully eased market concerns.

Overall, Dell’s presence in China today appears to be a complex state of “outwardly staying while inwardly contracting.” Whether it will, as the rumors claim, gradually withdraw from China in the coming years—or instead adjust its strategy and reinvest—will depend on global market conditions, changes in Chinese consumer demand, and the success of Dell’s own transformation efforts. For now, the debate over whether Dell is being abandoned by the times or choosing to walk away is unlikely to have a clear answer anytime soon.