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专栏 - 苹果2_0

老调重弹:富士康老板说苹果产品不好做

Philip Elmer-DeWitt 2012年11月09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。
两年来,郭台铭的怨言再次成为头条新闻。据报道,郭是这么说的:“生产iPhone不是件容易的事,我们无力满足巨大的市场需求。”结果,后半句话让苹果的股价在周三下跌了超过24美元。但其实,郭台铭只是在老调重弹。

    好吧,周三早上发在Techmeme上的22篇帖子大部分我已经读过了,它们基本上都是在重复路透社(Reuters)对郭台铭那段讲话的报道,却很少发表评论或干脆不置一词。这段讲话是郭台铭在台北参加一个商业论坛后对记者说的。

    路透社的报道称,郭是这么说的:“生产iPhone并不是一件容易的事情,我们无力满足巨大的市场需求。”

    就是这后半句话,所谓的难以满足需求,致使苹果股价周三下跌了超过24美元(4.2%)。

    很好。苹果公司(Apple)到圣诞时能供给消费者的iPhone数量将对公司的季度营收产生重大影响。

    让我惊讶的是,这22位记者似乎没有一个人记得,这并不是郭台铭第一次拿这个话来给他公司的短板当挡箭牌。

    2010年6月,鸿海集团(即富士康的母公司)发布了利润连续两个财季下跌的财报,并将长期销售预测减半,在这之后举行的一次股东大会上,郭先生用的是同样的借口:苹果产品“生产难度很大”。

    据彭博社(Bloomberg)称,他又补充表示,为了学会更高效地生产苹果产品,富士康所付出的努力是值得的。

    “我们已经帮苹果赚了很多钱了,”他说。“如果我们的客户赚了钱,那么我们也能挣钱。我最怕的就是那些挣不到钱的客户。”

    到了2011年秋,富士康开始生产出成千上万台iPhone和iPad,而苹果当年12月发布的季度营收报告超过了所有人的预期。

    译者:清远

    Okay. I've read most of the 22 stories posted on?Techmeme?Wednesday morning repeating -- with little or no commentary --?Reuters' account of Foxconn chairman Terry Gou's remarks to reporters after a business forum in Taipei, Taiwan.

    "It's not easy to make the iPhones," Gou said, according to Reuters. "We are falling short of meeting the huge demand."

    It was that last bit -- about falling short of meeting demand -- that helped drive Apple (AAPL) shares down more than $24 (4.2%) Wednesday.

    Fair enough. The number of ?iPhones Apple will be able to deliver to customers by Christmas will have a material effect on the company's quarterly earnings.

    What surprised me is that none of these 22 reporters seem to remember that this is not first time Gou has used this excuse for his company's shortcomings.

    In June 2010, at a shareholder's meeting after Hon Hai (which owns Foxconn) posted two quarters of declining profits and cut its long-term sales forecast in half, Gou offered a similar excuse: Apple's devices, he said, are "very difficult to make."

    But he added, according to?Bloomberg, that it was worth the effort to learn how to do it more efficiently.

    "We've helped Apple make a lot of money," Gou said. "If our customers make money, then we can also make money. I most fear customers that don't make money."

    By the fall of 2011, Foxconn was turning out iPhones and iPads by the tens of millions and Apple was able to record December quarter earnings that exceeded everybody's expectations.

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