蘋果的iPad于上周末上市,但iPad供應(yīng)商的名單里沒有一家中國(guó)大陸本土企業(yè);不過,參與其中的有不少臺(tái)灣企業(yè),它們的生產(chǎn)地集中在珠三角和長(zhǎng)三角。 |
No mainland Chinese companies were included in the supply chain for the Apple iPad, which hit the shops last Sunday. But some Taiwanese contractors with production sites in the Pearl River and Yangtze River deltas were chosen. |
iPad的芯片主要由三星、東芝、英飛凌、博通等電子業(yè)國(guó)際巨頭提供,面板采用的是韓國(guó)LG的,印制電路板則由奧地利公司AT&S獨(dú)家供貨。 |
International electronics giants including Samsung, Toshiba, Infineon, and Broadcom are supplying the chips for the iPad. South Korea's LG and Austrian firm AT&S are delivering the touch screen and printed circuit boards. |
蘋果的零部件供應(yīng)商中,至少有六家臺(tái)灣企業(yè)。臺(tái)灣華通、可成、正葳拿下了電池背板、USB連接器及線材的訂單,鴻海、臺(tái)積電和日月光則負(fù)責(zé)芯片的代工。 |
At least six Taiwanese companies were chosen as suppliers by Apple. InfoAcer, Catcher Technology and Foxlink are contracted to provide the battery and USB ports. Hong Hai, Taiwan Semiconductor and ASE group will assemble the final product. |
這些臺(tái)灣企業(yè)的生產(chǎn)設(shè)備主要集中在珠三角和長(zhǎng)三角,因此它們大部分都在大陸為蘋果提供生產(chǎn)服務(wù)?!爸袊?guó)制造”的標(biāo)簽往往與質(zhì)量低劣聯(lián)系在一起,這也許是蘋果沒有選擇大陸本土企業(yè)進(jìn)入其供應(yīng)體系的原因。 |
The Taiwanese companies have production facilities in the Pearl River and Yangtze River deltas so some assembly work will be done on the mainland. But it is thought poor quality associated with the "Made in China" tag may have led Apple to rule mainland-owned electronics firms out of consideration. |
這些選中的臺(tái)灣企業(yè)在電子代工市場(chǎng)擁有更多的經(jīng)驗(yàn),像富士康和華碩都一直在為蘋果代工著終端產(chǎn)品。 |
The Taiwanese companies selected have extensive experience as contract manufacturers, and Foxconn and ASUS are already Apple OEMs. |
iPad供應(yīng)商爭(zhēng)相在這條供應(yīng)鏈中營(yíng)利,而蘋果擁有的是更大的利潤(rùn)空間。以iPad 16GB無(wú)3G版本為例,它在美國(guó)標(biāo)價(jià)499美元,但其材料成本只需要約260美元;帶3G功能的高端3G iPad材料成本大約僅350美元,而售價(jià)高達(dá)829美元。 |
But the iPad suppliers will struggle to make money out of the contracts given the huge markup that will go to Apple. The 16GB, non-3G iPad retails in the U.S. for US$499 but costs just US$260 to produce. The 3-G model sells for US$829, more than double its estimated production cost of US$350. |
大陸本土企業(yè)的營(yíng)利機(jī)會(huì)可能在于軟件及應(yīng)用部分,這里有著豐厚的利潤(rùn)空間,因?yàn)槊鎸?duì)如此大的中國(guó)大陸市場(chǎng),蘋果不可能不聞不問。 |
For mainland companies, the remaining route to make money from the iPad is by building software applications. This may well turn out to be the more profitable option given that the mainland Chinese market is too big for Apple to ignore.
(China.org.cn by Maverick Chen, April 9, 2010)
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