独家丨AWS中国裁员进行时：比例约10%，非打单部门成重灾区

Core Viewpoint - AWS is undergoing layoffs in its Greater China region, driven by both internal performance issues and external market trends [2][4][5] Group 1: Layoff Details - AWS is implementing layoffs through two main methods: "three-year non-renewal" and "Performance Improvement Plan (PIP)" [2] - The overall layoff rate is approximately 10%, with non-sales departments being the most affected [2][4] - Compensation for those affected by PIP is reported to be N+5, while those under the three-year non-renewal policy may receive N+3 [2] Group 2: Recruitment Trends - Recruitment quotas for AWS in Greater China are tightening, with very few positions available outside of certain business development roles [3] - Historically, layoffs have been followed by a release of replacement headcounts, but this year, the trend appears to be different [3] Group 3: Performance Issues - AWS Greater China experienced a mixed performance in 2023, with the manufacturing sector showing the highest growth, while some major clients were lost [4] - The gaming and retail sectors have underperformed, contributing to a less optimistic outlook for AWS's 2024 performance [4] Group 4: External Influences - The layoffs may reflect a conservative assessment of the Chinese market by AWS's global headquarters, similar to trends seen at Microsoft [5] - Microsoft has also reduced its hiring in China and continues to relocate teams to other regions [5]