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专栏 - 苹果2_0

富士康关闭抛光车间;此举对iPad的影响尚不明确

Philip Elmer-DeWitt 2011年05月25日

苹果(Apple)公司内部流传着一个老笑话,那就是史蒂夫·乔布斯周围是一片“现实扭曲力场”:你离他太近的话,就会相信他所说的话。苹果的数百万用户中已经有不少成了该公司的“信徒”,而很多苹果投资者也赚得盆满钵满。不过,Elmer-DeWitt认为,在报道苹果公司时有点怀疑精神不是坏事。听他的应该没错。要知道,他自从1982年就开始报道苹果、观察史蒂夫·乔布斯经营该公司。
上周五,富士康成都工厂发生爆炸案,造成三人死亡。调查发现,“罪魁祸首”是个集尘管。

爆炸后,窗玻璃破碎,金属窗框变形。图片来源:M.I.C. Gadget

    上周五,位于中国西南地区的一座生产苹果(Apple)iPad的工厂发生了爆炸,造成3人死亡,15人受伤。上周末,对爆炸案的调查又有了新进展。(参见《走进苹果iPad工厂》)

    • 经确认,目前已有3人死亡。受伤者中已有6人返回家中,其余仍留在医院接受治疗。

    • 爆炸发生在四川省省会成都一座新近建成的工业园区内。经调查,引发爆炸的起因是“抛光车间”的一个易燃的集尘管。

    • 总部位于台湾的富士康公司(Foxconn)之所以建造这座工厂,某种程度上是为满足苹果iPad的生产需求。现在,富士康已经在其下属的所有工厂暂停了抛光业务的运营,包括全球最大的电子产品生产厂——富士康深圳工厂。

    • 富士康的发言人对《彭博新闻》(Bloomberg News)表示,目前经过抛光的iPad机壳还够用一周多的时间,因此抛光车间在停工接受安全检查时,整机组装业务可照常进行。

    • 本周一,富士康股票下跌5%;在欧洲,苹果股票开盘价也有所下跌。

    • 分析师仍然在设法对此次事件对苹果销售的影响进行评估。“由于产量问题,加之配件短缺,iPad 2一直供不应求。”摩根大通公司(J.P. Morgan)的高库尔•哈里哈仁对《华尔街日报》(Wall Street Journal)表示。“这很可能会导致iPad近期缺货加剧,至少是在第二财季。”

    译者:大海

    There were several developments over the weekend following the explosion that killed three and injured 15 in a factory in southwest China that builds iPads for Apple (AAPL). (See Inside the Apple iPad factory.)

    • The third death was confirmed. Six of the injured have been sent home. The rest are still hospitalized.

    • The blast was traced to combustible dust that had collected in a "polishing workshop" duct in a recently completed factory complex in Chengdu, the capital of Sichuan province.

    • Taiwan-based Foxconn, which built the plants in part to meet demand for Apple's iPads, has suspended polishing operations in all its factories, including in Shenzhen, China, where it runs the world's largest electronics manufacturing facilities.

    • A Foxconn spokesperson told Bloomberg News that the company has more than a week's supply of polished cases on hand and that assembly can continue while it performs safety checks.

    • Foxconn's stock dropped as much as 5% Monday; Apple shares opened lower in Europe.

    • Analysts are still trying to assess the effect on Apple's sales. "The supply of iPad 2 has been running tight due to manufacturing yield issues and component shortages," J.P. Morgan's Gokul Hariharan told the Wall Street Journal. "This is likely to accentuate [the iPad] shortage in the near term, at least in the second quarter."

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