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專欄 - 蘋果2_0

富士康關閉拋光車間;此舉對iPad的影響尚不明確

Philip Elmer-DeWitt 2011年05月25日

蘋果(Apple)公司內部流傳著一個老笑話,那就是史蒂夫·喬布斯周圍是一片“現實扭曲力場”:你離他太近的話,就會相信他所說的話。蘋果的數百萬用戶中已經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·喬布斯經營該公司。
上周五,富士康成都工廠發生爆炸案,造成三人死亡。調查發現,“罪魁禍首”是個集塵管。

爆炸后,窗玻璃破碎,金屬窗框變形。圖片來源:M.I.C. Gadget

????上周五,位于中國西南地區的一座生產蘋果(Apple)iPad的工廠發生了爆炸,造成3人死亡,15人受傷。上周末,對爆炸案的調查又有了新進展。(參見《走進蘋果iPad工廠》)

????? 經確認,目前已有3人死亡。受傷者中已有6人返回家中,其余仍留在醫院接受治療。

????? 爆炸發生在四川省省會成都一座新近建成的工業園區內。經調查,引發爆炸的起因是“拋光車間”的一個易燃的集塵管。

????? 總部位于臺灣的富士康公司(Foxconn)之所以建造這座工廠,某種程度上是為滿足蘋果iPad的生產需求。現在,富士康已經在其下屬的所有工廠暫停了拋光業務的運營,包括全球最大的電子產品生產廠——富士康深圳工廠。

????? 富士康的發言人對《彭博新聞》(Bloomberg News)表示,目前經過拋光的iPad機殼還夠用一周多的時間,因此拋光車間在停工接受安全檢查時,整機組裝業務可照常進行。

????? 本周一,富士康股票下跌5%;在歐洲,蘋果股票開盤價也有所下跌。

????? 分析師仍然在設法對此次事件對蘋果銷售的影響進行評估。“由于產量問題,加之配件短缺,iPad 2一直供不應求。”摩根大通公司(J.P. Morgan)的高庫爾?哈里哈仁對《華爾街日報》(Wall Street Journal)表示。“這很可能會導致iPad近期缺貨加劇,至少是在第二財季。”

????譯者:大海

????There were several developments over the weekend following the explosion that killed three and injured 15 in a factory in southwest China that builds iPads for Apple (AAPL). (See Inside the Apple iPad factory.)

????? The third death was confirmed. Six of the injured have been sent home. The rest are still hospitalized.

????? The blast was traced to combustible dust that had collected in a "polishing workshop" duct in a recently completed factory complex in Chengdu, the capital of Sichuan province.

????? Taiwan-based Foxconn, which built the plants in part to meet demand for Apple's iPads, has suspended polishing operations in all its factories, including in Shenzhen, China, where it runs the world's largest electronics manufacturing facilities.

????? A Foxconn spokesperson told Bloomberg News that the company has more than a week's supply of polished cases on hand and that assembly can continue while it performs safety checks.

????? Foxconn's stock dropped as much as 5% Monday; Apple shares opened lower in Europe.

????? Analysts are still trying to assess the effect on Apple's sales. "The supply of iPad 2 has been running tight due to manufacturing yield issues and component shortages," J.P. Morgan's Gokul Hariharan told the Wall Street Journal. "This is likely to accentuate [the iPad] shortage in the near term, at least in the second quarter."

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