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專欄 - 蘋果2_0

富士康凍結(jié)招聘恐怕要怪蘋果

Philip Elmer-DeWitt 2013年02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,。
富士康今年罕見地凍結(jié)了招聘活動(dòng),,引發(fā)業(yè)界大量猜測(cè)。原因或許真的在蘋果身上,,不過不是因?yàn)榇饲皥?bào)道的iPhone 5銷量不佳,而是因?yàn)樘O果和富士康迫于輿論的壓力,,提高了工人的工資,,壓縮了加班時(shí)間,富士康員工在春節(jié)后的返崗率大大高于往年,。

????跌跌不休的蘋果(Apple)股票上周三再遭重創(chuàng),當(dāng)天下跌8.84美元,,跌幅近2%,。此前《金融時(shí)報(bào)》(Financial Times)曾有文章稱蘋果代工廠商富士康(Foxconn)凍結(jié)招聘是因?yàn)閕Phone 5生產(chǎn)放緩。

????雖然富士康發(fā)言人言之鑿鑿地表示,,凍結(jié)招聘與iPhone 5無關(guān),但蘋果股價(jià)仍然絲毫沒有起色,。

????對(duì)于富士康凍結(jié)招聘的原因,,各位分析師迅速給出了其它解釋:

????? 9.7英寸iPad銷售不暢【富邦證券(Fubon Securities)分析師亞瑟?廖】

????? 惠普(Hewlett-Packard)PC銷量下滑【瑞銀(UBS)史蒂夫?密魯諾威科】

????? 富士康推行機(jī)器人技術(shù)【第一財(cái)經(jīng)日?qǐng)?bào)(CBN Daily)】

????? 蘋果將代工訂單轉(zhuǎn)移到其它廠商【商業(yè)內(nèi)幕(Business Insider)尼古拉斯?卡爾森】

????? 春節(jié)長(zhǎng)假后離崗的工人數(shù)量較少【加拿大皇家銀行(RBC)阿米特?德萊納里】

????最后一條解釋最有趣的一點(diǎn)是,它明確地把責(zé)任歸咎于蘋果,。

????德萊納里表示,,從往年看,,中國(guó)工人在過完年后的離崗率高達(dá)20%至30%,,他們因?yàn)楣べY太低和工作環(huán)境惡劣等原因而離開富士康。不過今年不大一樣,,據(jù)他的線人透露,富士康工人的到崗率接近90%,。

????難道這是因?yàn)楦皇靠灯扔谔O果和當(dāng)?shù)毓?huì)組織的壓力,,把工資提了一倍多,同時(shí)縮減了加班時(shí)間,?(財(cái)富中文網(wǎng))

????譯者:項(xiàng)航

????Apple's (AAPL) battered shares took another hit Wednesday -- down $8.84, nearly 2%, for the day -- after the Financial Times attributed a hiring freeze at the Foxconn factories that assemble many of Apple's products to a slowdown in iPhone 5 production.

????The stock didn't recover, even after a Foxconn spokesman flatly denied that the freeze had anything to do with the iPhone 5.

????Several alternative explanations were quickly put forward:

????? A slowdown in 9.7-inch iPad sales (Fubon Securities analyst Arthur Liao)

????? A decline in Hewlett-Packard (HPQ) PC sales (UBS's Steve Milunovich)

????? A shift to robotic production by Foxconn (CBN Daily)

????? A shift by Apple to other manufacturers (Business Insider's Nicholas Carlson)

????? Fewer workers going AWOL after the Chinese New Year break (RBC's Amit Daryanani)

????What's interesting about that last explanation is that it puts the blame squarely back on Apple.

????Historically, according to Daryanani, 20%-30% of Chinese workers don't bother to come back after the holidays to factory jobs where the pay is low and working conditions harsh. This year, according to his sources, return rates may have been closer to 90%.

????Could that have anything to do with the fact that Foxconn, pressured by Apple and local workers rights groups, has more than doubled wages and cut overtime hours?

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