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專欄 - 蘋果2_0

iPad中國工廠恢復生產(chǎn)

Philip Elmer-DeWitt 2011年06月07日

蘋果(Apple)公司內(nèi)部流傳著一個老笑話,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實扭曲力場”:你離他太近的話,就會相信他所說的話。蘋果的數(shù)百萬用戶中已經(jīng)有不少成了該公司的“信徒”,而很多蘋果投資者也賺得盆滿缽滿。不過,Elmer-DeWitt認為,在報道蘋果公司時有點懷疑精神不是壞事。聽他的應該沒錯。要知道,他自從1982年就開始報道蘋果、觀察史蒂夫·喬布斯經(jīng)營該公司。
兩周之前,富士康成都工廠發(fā)生爆炸,造成人員傷亡,但目前該廠生產(chǎn)已恢復正常。

????此前,蘋果(Apple)在華的一家iPad生產(chǎn)廠家發(fā)生爆炸,造成3名員工死亡,15人受傷。爆炸發(fā)生后,分析人士指出,蘋果本季度的iPad產(chǎn)量預計將減少280萬部。受此預期影響,蘋果當天的股價跌幅超過了1.5%。

????兩周之后來看,當時的這種擔心顯然言過其詞了。據(jù)《華爾街日報》(Wall Street Journal)報道,爆炸發(fā)生后僅僅兩周時間,即上周四,受爆炸影響的成都工廠就已恢復生產(chǎn)。海納國際集團(Susquehanna)的杰夫?費達卡羅在致客戶的一份報告中指出,通過將生產(chǎn)任務分配到其它工廠并延長工作時間,工廠所有者富士康集團(Foxconn)有望在6月底之前彌補因停工帶來的損失。此前,他曾預計此次事故可能會導致蘋果減產(chǎn)20-50萬部iPad?,F(xiàn)在費達卡羅保守預計蘋果本季度將出貨750萬部iPad。另有分析師則預測這一數(shù)字將高達1,000萬部,是蘋果上一季度iPad銷售量的兩倍還要多,上一季度蘋果共售出470萬部iPad。

????不過,這家位于成都的工廠并非高枕無憂。據(jù)披露爆炸事故消息的M.I.C. Gadget博客報道,上周,富士康的一名年輕工人從宿舍15層窗口跳樓身亡。去年春天的3個月時間里,富士康深圳工廠先后有9名員工從宿舍跳樓身亡。

????譯者:項航

????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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