According to Bloomberg, China intends for two years to stop the use of computers and operating systems of foreign companies in state institutions and state enterprises. It is assumed that the initiative will require replacing at least 50 million computers of foreign brands that are ordered to replace Chinese manufacturers.
According to preliminary data, the order will not apply to difficult to replaceable components, such as processors. Despite the development of their own chips in China, most Chinese manufacturers continue to use Intel and AMD processors in the PC.
Microsoft software is recommended to be replaced by Linux solutions developed by Chinese manufacturers.
After the information on the initiative of the Chinese government, the shares of HP and Dell, which occupy a significant share of the Chinese market, fell by about 2.5%. While shares of Chinese manufacturers, such as Lenovo, Inspur, Kingsoft and Standard Software, increased in price.