India may see an opportunity to boost manufacturing of PCs and other electronics if Google’s pullout is followed by more tech companies repelled by China’s policies.
After meeting this week with Michael Dell, India’s prime minister said the Texas PC giant may be looking for a “safer environment” than China for its manufacturing, according to a Bloomberg report.
This could be a bombshell. China losing Google’s search business is a big deal, but the potential of losing Dell is enormous. The company spends $25 billion a year on components from China, the Bloomberg report said.
Bloomberg reported the story after Prime Minister Manmohan Singh released a statement about his meeting with Dell.
A Dell spokeswoman denied that Dell discussed changing sourcing of components, and Singh’s statement was removed from India’s press bureau Web site.
This could get scary.