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專欄 - 蘋果2_0

富士康關(guān)閉拋光車間,;此舉對(duì)iPad的影響尚不明確

Philip Elmer-DeWitt 2011年05月25日

蘋果(Apple)公司內(nèi)部流傳著一個(gè)老笑話,,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實(shí)扭曲力場(chǎng)”:你離他太近的話,,就會(huì)相信他所說(shuō)的話,。蘋果的數(shù)百萬(wàn)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(guò),,Elmer-DeWitt認(rèn)為,在報(bào)道蘋果公司時(shí)有點(diǎn)懷疑精神不是壞事,。聽他的應(yīng)該沒(méi)錯(cuò),。要知道,他自從1982年就開始報(bào)道蘋果,、觀察史蒂夫·喬布斯經(jīng)營(yíng)該公司,。
上周五,富士康成都工廠發(fā)生爆炸案,,造成三人死亡,。調(diào)查發(fā)現(xiàn),“罪魁禍?zhǔn)住笔莻€(gè)集塵管,。

爆炸后,,窗玻璃破碎,,金屬窗框變形,。圖片來(lái)源:M.I.C. Gadget

????上周五,位于中國(guó)西南地區(qū)的一座生產(chǎn)蘋果(Apple)iPad的工廠發(fā)生了爆炸,,造成3人死亡,,15人受傷。上周末,,對(duì)爆炸案的調(diào)查又有了新進(jìn)展,。(參見《走進(jìn)蘋果iPad工廠》)

????? 經(jīng)確認(rèn),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(yī)院接受治療。

????? 爆炸發(fā)生在四川省省會(huì)成都一座新近建成的工業(yè)園區(qū)內(nèi),。經(jīng)調(diào)查,,引發(fā)爆炸的起因是“拋光車間”的一個(gè)易燃的集塵管。

????? 總部位于臺(tái)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(chǎn)需求?,F(xiàn)在,富士康已經(jīng)在其下屬的所有工廠暫停了拋光業(yè)務(wù)的運(yùn)營(yíng),,包括全球最大的電子產(chǎn)品生產(chǎn)廠——富士康深圳工廠,。

????? 富士康的發(fā)言人對(duì)《彭博新聞》(Bloomberg News)表示,目前經(jīng)過(guò)拋光的iPad機(jī)殼還夠用一周多的時(shí)間,,因此拋光車間在停工接受安全檢查時(shí),,整機(jī)組裝業(yè)務(wù)可照常進(jìn)行。

????? 本周一,,富士康股票下跌5%,;在歐洲,蘋果股票開盤價(jià)也有所下跌,。

????? 分析師仍然在設(shè)法對(duì)此次事件對(duì)蘋果銷售的影響進(jìn)行評(píng)估,。“由于產(chǎn)量問(wèn)題,,加之配件短缺,,iPad 2一直供不應(yīng)求?!蹦Ω笸ü荆↗.P. Morgan)的高庫(kù)爾?哈里哈仁對(duì)《華爾街日?qǐng)?bào)》(Wall Street Journal)表示,。“這很可能會(huì)導(dǎo)致iPad近期缺貨加劇,,至少是在第二財(cái)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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