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專欄 - 蘋果2_0

老調(diào)重彈:富士康老板說蘋果產(chǎn)品不好做

Philip Elmer-DeWitt 2012年11月09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(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,。
兩年來,郭臺(tái)銘的怨言再次成為頭條新聞,。據(jù)報(bào)道,,郭是這么說的:“生產(chǎn)iPhone不是件容易的事,我們無力滿足巨大的市場(chǎng)需求,?!苯Y(jié)果,后半句話讓蘋果的股價(jià)在周三下跌了超過24美元,。但其實(shí),,郭臺(tái)銘只是在老調(diào)重彈。

????好吧,周三早上發(fā)在Techmeme上的22篇帖子大部分我已經(jīng)讀過了,,它們基本上都是在重復(fù)路透社(Reuters)對(duì)郭臺(tái)銘那段講話的報(bào)道,,卻很少發(fā)表評(píng)論或干脆不置一詞。這段講話是郭臺(tái)銘在臺(tái)北參加一個(gè)商業(yè)論壇后對(duì)記者說的,。

????路透社的報(bào)道稱,,郭是這么說的:“生產(chǎn)iPhone并不是一件容易的事情,我們無力滿足巨大的市場(chǎng)需求,?!?/p>

????就是這后半句話,所謂的難以滿足需求,,致使蘋果股價(jià)周三下跌了超過24美元(4.2%),。

????很好。蘋果公司(Apple)到圣誕時(shí)能供給消費(fèi)者的iPhone數(shù)量將對(duì)公司的季度營(yíng)收產(chǎn)生重大影響,。

????讓我驚訝的是,,這22位記者似乎沒有一個(gè)人記得,這并不是郭臺(tái)銘第一次拿這個(gè)話來給他公司的短板當(dāng)擋箭牌,。

????2010年6月,,鴻海集團(tuán)(即富士康的母公司)發(fā)布了利潤(rùn)連續(xù)兩個(gè)財(cái)季下跌的財(cái)報(bào),并將長(zhǎng)期銷售預(yù)測(cè)減半,,在這之后舉行的一次股東大會(huì)上,,郭先生用的是同樣的借口:蘋果產(chǎn)品“生產(chǎn)難度很大”。

????據(jù)彭博社(Bloomberg)稱,,他又補(bǔ)充表示,,為了學(xué)會(huì)更高效地生產(chǎn)蘋果產(chǎn)品,富士康所付出的努力是值得的。

????“我們已經(jīng)幫蘋果賺了很多錢了,,”他說,。“如果我們的客戶賺了錢,,那么我們也能掙錢,。我最怕的就是那些掙不到錢的客戶?!?/p>

????到了2011年秋,,富士康開始生產(chǎn)出成千上萬臺(tái)iPhone和iPad,而蘋果當(dāng)年12月發(fā)布的季度營(yíng)收?qǐng)?bào)告超過了所有人的預(yù)期,。

????譯者:清遠(yuǎn)

????Okay. I've read most of the 22 stories posted on?Techmeme?Wednesday morning repeating -- with little or no commentary --?Reuters' account of Foxconn chairman Terry Gou's remarks to reporters after a business forum in Taipei, Taiwan.

????"It's not easy to make the iPhones," Gou said, according to Reuters. "We are falling short of meeting the huge demand."

????It was that last bit -- about falling short of meeting demand -- that helped drive Apple (AAPL) shares down more than $24 (4.2%) Wednesday.

????Fair enough. The number of ?iPhones Apple will be able to deliver to customers by Christmas will have a material effect on the company's quarterly earnings.

????What surprised me is that none of these 22 reporters seem to remember that this is not first time Gou has used this excuse for his company's shortcomings.

????In June 2010, at a shareholder's meeting after Hon Hai (which owns Foxconn) posted two quarters of declining profits and cut its long-term sales forecast in half, Gou offered a similar excuse: Apple's devices, he said, are "very difficult to make."

????But he added, according to?Bloomberg, that it was worth the effort to learn how to do it more efficiently.

????"We've helped Apple make a lot of money," Gou said. "If our customers make money, then we can also make money. I most fear customers that don't make money."

????By the fall of 2011, Foxconn was turning out iPhones and iPads by the tens of millions and Apple was able to record December quarter earnings that exceeded everybody's expectations.

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