富士康回应疫情影响复工:有备用方案,iPhone不会缺货
作来源:硅谷分析狮 企鹅号
富士康在最新的回应中表示,将产能合理的分散开来,可以很好的规避这个问题,其在海外的工厂一直在不停歇的运转。

2月5日消息,据外媒报道称,针对外界传闻的疫情将会影响国内工厂2月10日复工的消息,富士康对此回应称,他们已经有充足的备选方案,以此来保证合作伙伴的产能,这其中也包含苹果。
众所周知,苹果大部分iPhone都在中国生产,比如富士康郑州工厂,以及上海附近的和硕联合工厂,这两个地方距离武汉超过500公里。富士康在最新的回应中表示,将产能合理的分散开来,可以很好的规避这个问题,其在海外的工厂一直在不停歇的运转。
产业链表示,富士康在越南、印度和墨西哥都有代工厂,鉴于目前生产的iPhone来说,这些海外的代工厂之前都有在准备,所以不存在技术组装上的困难,而即将发布的iPhone 9,也只是iPhone 8简单升级版(外形基本不变、配置升级),所以也不太会影响到产能。
由于距离9月份发布的iPhone 12系列尚早,所以上述情况暂时对苹果的产能没有太大的冲击。
据悉,苹果也在为极端情况做准备预案,暂时不会对生产计划产生直接的重大影响。之前库克已经透露,苹果有替代的采购和应急计划,其正在尝试将工厂重新开放的延迟纳入他们的工作指引之中。
对于苹果来说,2020年还是非常重要的,除了要推出多款5G手机外,还有很多新的产品要发布。天风国际旗下知名分析师郭明錤在最近的一份报告中指出,2020年上半年将出现的苹果7款新品,其中包括4.7寸LCD iPhone、iPad Pro、MacBook Pro、MacBook Air、小型无线充电板、UWB标签与高阶蓝牙耳机。
目前外界普遍认为,苹果会在今年获得丰厚的收益,除了iPhone 11会继续热销外,他们还有针对新兴市场的iPhone 9。同时对于5G手机领域,库克也没有怠慢,准备了至少四款机型,覆盖高中档,这将给安卓厂商很大的阻力。
今年苹果要发布的5款新iPhone包括:上半年的4.7英寸LCD机型(iPhone 9或iPhone SE2)、下半年的5.4英寸和6.1英寸OLED后置双摄机型(iPhone 12系列)、6.1英寸和6.7英寸OLED后置三摄机型(iPhone 12 Pro系列)。
伴随着这些新机的陆续发布和上市,今年iPhone的整体出货量有望突破2亿台大关,而5G手机市场占比上,有望进入全球前三名。
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