美国三巨头，逃离中国？别急，只是小意思而已美国三巨头，逃离中国？别急，只是小意思而已

Core Viewpoint - Recent media reports suggest that major US tech giants are accelerating their withdrawal from China, but the actual impact of this is minimal and exaggerated by sensational headlines [1][3]. Group 1: Company-Specific Analysis - Microsoft primarily manufactures the Surface devices in China, with annual sales around 3 million units, indicating that any potential withdrawal would have a limited impact on the market [5]. - Amazon's operations in China are mainly focused on server outsourcing, which has been minimal, and the Kindle production has already ceased, suggesting that a withdrawal would not significantly affect the industry [7]. - Google's manufacturing in China is also limited, with its phones no longer being produced there and only a few server products being affected, indicating that the overall impact of a potential withdrawal is negligible [7]. Group 2: Supply Chain Considerations - Even if these companies reduce their manufacturing in China, they would still rely on Chinese supply chains, as many of their operations in Southeast Asia are supported by Chinese companies [9]. - The Chinese supply chain is integral not only for final assembly but also for core technologies, quality, and cost advantages that are difficult to replicate in other regions [9].