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专栏 - 苹果2_0

iPad中国工厂恢复生产

Philip Elmer-DeWitt 2011年06月07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。
两周之前,富士康成都工厂发生爆炸,造成人员伤亡,但目前该厂生产已恢复正常。

    此前,苹果(Apple)在华的一家iPad生产厂家发生爆炸,造成3名员工死亡,15人受伤。爆炸发生后,分析人士指出,苹果本季度的iPad产量预计将减少280万部。受此预期影响,苹果当天的股价跌幅超过了1.5%。

    两周之后来看,当时的这种担心显然言过其词了。据《华尔街日报》(Wall Street Journal)报道,爆炸发生后仅仅两周时间,即上周四,受爆炸影响的成都工厂就已恢复生产。海纳国际集团(Susquehanna)的杰夫•费达卡罗在致客户的一份报告中指出,通过将生产任务分配到其它工厂并延长工作时间,工厂所有者富士康集团(Foxconn)有望在6月底之前弥补因停工带来的损失。此前,他曾预计此次事故可能会导致苹果减产20-50万部iPad。现在费达卡罗保守预计苹果本季度将出货750万部iPad。另有分析师则预测这一数字将高达1,000万部,是苹果上一季度iPad销售量的两倍还要多,上一季度苹果共售出470万部iPad。

    不过,这家位于成都的工厂并非高枕无忧。据披露爆炸事故消息的M.I.C. Gadget博客报道,上周,富士康的一名年轻工人从宿舍15层窗口跳楼身亡。去年春天的3个月时间里,富士康深圳工厂先后有9名员工从宿舍跳楼身亡。

    译者:项航

    After an explosion in a Chinese factory that makes iPads for Apple (AAPL) killed three workers and injured 15 more, one analyst estimated that Apple's quarterly iPad production numbers might fall by as much as 2.8 million units -- speculation that helped drive the company's shares down more than 1.5% that day.

    Two weeks later, it's clear that those fears were overblown. According to the Wall Street Journal, the affected plants in Chengdu were restarted Thursday, two weeks to the day after the explosion. Susquehanna's Jeff Fidacaro, who had earlier estimated that the accident might cut into Apple's production by 200,000 to 500,000 units, issued a report to clients suggesting that by shifting work to other facilities and stepping up overtime, Foxconn -- which owns the factory-- would have made up the difference by the end of June. He's now conservatively estimating that Apple will ship 7.5 million iPads this quarter. Other analysts put that number as high as 10 million, more than twice the 4.7 million iPads Apple sold last quarter.

    Meanwhile, the Chengdu plant is not without its problems. M.I.C. Gadget, the Chinese blog that broke the news of the explosion, reports that a young Foxconn worker died last week after jumping out of fifth-floor dormitory window. In a three-month period last spring, nine Foxconn workers leaped to their death from their dorms at Foxconn's factory city in Shenzhen.

 

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