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据报苹果公司要求供应商评估将15%至30%产能迁离中国成本影响
阿思达克 06-19 17:40

《日经》引述消息称,苹果公司正准备大幅重组其供应链,并要求主要供应商评估,倘後者将其15%至30%的产能,从中国迁往东南亚的成本影响。

消息指,苹果公司有关要求受中美贸易关系趋向紧张所引发,但即使中美纠纷解决,也不会改变产能迁离中国的方针。消息指,苹果公司评估逾十年以来高度依赖中国制造业的风险过高,而且风险还在增加。

有熟悉内情的企管人员称,低生育率、劳动成本上涨及在一个国家过度集中的风险,其负面因素需要正视。他补充,即使美国是否对余下约3,000亿美元中国货加徵关税,苹果公司亦要追随生产多元化的大方向,争取更大的弹性。

报道引述苹果供应商称,承认在其他地区复制网络需时,在可预视的未来时间,中国仍然维持是苹果公司最重要的生产基地。有供应商表示,迁移产能是长远工作,或两至三年之後才初见成果。他承认,这是痛苦而艰难的过程,但他们总需要面对。

多个消息来源称,iPhone核心组装商鸿海、和硕联合科技、纬创;主要MacBook生产商广达电脑;iPad生产商仁宝电脑;AirPods生产商英业达集团、立讯精密(002475.SZ)及歌尔股份(002241.SZ)都被要求评估产能迁离中国的影响。报道指,苹果公司没有就供应商提交评估划定时限。

有苹果元件供应商管理层称,他们要知道组装商将会迁到哪里,才能展开其计划。现时有超过90%的苹果产品在中国组装。有消息称,在迁移产能问题上,获考虑国家包括墨西哥、印度、越南、印尼及马来西亚;而智能手机生产偏好印度及越南。

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