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????蘋果公司（Apple）首席運營官蒂姆?庫克或許會將這稱為公司近600億美元現金的又一次“絕佳運用”。 ????匯聚電子產業鏈種種傳聞的臺灣日報《電子時報》（DigiTimes）31日報道，蘋果已同意承擔所有因日本地震、海嘯以及災后工廠限電造成的額外元件成本。 ????如果這是真的，可能產生兩種效應： ????? 這意味著蘋果的上游元件供應商——即那些須購入日本芯片、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《電子時報》所稱。 ????? 這意味著蘋果的競爭對手們，即便財力尚不足以做出這樣的承諾，也將不得不承擔這些額外的成本或將其轉嫁至消費者——蘋果在快速發展的平板電腦市場上早已十分顯著的優勢將因此進一步擴大。 ????《電子時報》的消息人士預計，如果不出現零部件供應短缺，本季度iPad 2發貨量預計將達到每月400萬臺。據這些消息人士稱，供應異方性導電膠膜（ACF）、氧化銦錫（ITO）等材料的日本公司庫存足可堅持至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. |
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