Dell worries about Huawei

wfxclbexksl44fd3lpoeDell has suddenly found a serious rival in the Chinese outfit Huawei.

Dell’s global channel boss Joyce Mullen told the assembled throngs at Dell Technologies World, that Huawei has been “growing like crazy in multiple countries” in the last few years, and predicted that the Chinese vendor would “keep us on our toes for a long time”.

She said that Dell’s added breadth and scale since acquiring EMC and bringing its seven business units together have not made it impervious to the competition and she was worried about a lot of competitors.

“We have to be mindful of the companies that are trying to be as broad as we are. There are a couple out there – maybe they’re not our traditional competitors we think about – but, for example, Huawei is a super-interesting competitor that is going to keep us on our toes for a long time.

“We don’t see them as much in the US, but they’re growing like crazy in multiple countries.We are also potentially vulnerable to specialists. I think about a lot of specialists targeting our server business, a lot of specialists targeting our storage business and our data protection business – all that stuff.”

Last year, Huawei announced plans to launch three PC models to the consumer market, putting the vendor in direct competition with incumbents Dell, HP and Lenovo. Reuters reported that Huawei plans to launch its PCs into 12 countries globally.

Fortunately for Dell, the Chinese vendor has found itself ostracised from the US market over national security concerns. Indeed, in 2017, the Americas was the only region that saw declines for Huawei as revenues fell by 11 percent.