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????蘋(píng)果公司（Apple）首席運(yùn)營(yíng)官蒂姆?庫(kù)克或許會(huì)將這稱(chēng)為公司近600億美元現(xiàn)金的又一次“絕佳運(yùn)用”。

????匯聚電子產(chǎn)業(yè)鏈種種傳聞的臺(tái)灣日?qǐng)?bào)《電子時(shí)報(bào)》（DigiTimes）31日?qǐng)?bào)道，蘋(píng)果已同意承擔(dān)所有因日本地震、海嘯以及災(zāi)后工廠限電造成的額外元件成本。

????如果這是真的，可能產(chǎn)生兩種效應(yīng)：

????? 這意味著蘋(píng)果的上游元件供應(yīng)商——即那些須購(gòu)入日本芯片、電池、觸摸屏和其他部件的公司——的盈利能力將 “不受損害”，正如《電子時(shí)報(bào)》所稱(chēng)。

????? 這意味著蘋(píng)果的競(jìng)爭(zhēng)對(duì)手們，即便財(cái)力尚不足以做出這樣的承諾，也將不得不承擔(dān)這些額外的成本或?qū)⑵滢D(zhuǎn)嫁至消費(fèi)者——蘋(píng)果在快速發(fā)展的平板電腦市場(chǎng)上早已十分顯著的優(yōu)勢(shì)將因此進(jìn)一步擴(kuò)大。

????《電子時(shí)報(bào)》的消息人士預(yù)計(jì)，如果不出現(xiàn)零部件供應(yīng)短缺，本季度iPad 2發(fā)貨量預(yù)計(jì)將達(dá)到每月400萬(wàn)臺(tái)。據(jù)這些消息人士稱(chēng)，供應(yīng)異方性導(dǎo)電膠膜（ACF）、氧化銦錫（ITO）等材料的日本公司庫(kù)存足可堅(jiān)持至5月份，但可能到不了6月份。

????Here's what Apple COO Tim Cook might call another "fantastic use" for the company's nearly $60 billion cash reserves.

????According to a report Thursday in DigiTimes, the Taipei-based daily that is a rich source of electronics supply-chain rumors, Apple (AAPL) has agreed to absorb all the additional component costs created by the Japanese earthquake and tsunami and the resulting factory brownouts.

????If true, this could have two effects:

????? It would mean that Apple's upstream component suppliers -- the companies that have to pay for those Japanese chips, batteries, touch screens and other parts -- would see their profitability "undamaged," as DigiTimes puts it.

????? It would mean that Apple's competitors, whose pockets might not be deep enough to make such a guarantee, would either have to swallow the extra costs or pass them on to consumers -- increasing Apple's already sizable advantage in the rapidly growing market for tablet computers.

????DigiTimes' sources also report that iPad 2 shipments are expected to reach 4 million units per month this quarter, provide Apple doesn't run short of parts. According to these sources, the Japanese companies that supply such parts as anisotropic conductive films (ACF) and indium tin oxide (ITO) materials -- have enough inventory to last until May, but may not be able to sustain supplies until June.