供應商活不下去,蘋果:干我何事?

eCounsel 商戰謀略


FB
Twitter
G+
Linkedin
Mail

Apple再怎樣富可敵國,照樣雙刀砍(砍價格、砍單量);活不下去?你家大事,干我啥事。

Apple suppliers say the Cupertino, Calif., company has told them to accept price cuts for parts destined for the next-generation iPhone while cutting forecasts for order volume.

iphone-hang-ups

那這張圖又代表什麼呢?

由於iPhone已經是個無聊的產品了;上一季,供應鏈裡各家公司的淨利都跌。蘋果本身掉27%,31%,大立光27%,可成26.4%,和碩14.3%,台積電8.7%

Foxconn, formally known as Hon Hai Precision Industry Ltd., said its operating margin slid to 2.3% from 3.4% in the second quarter from a year earlier.

富士康的茅山道士(毛利率3到4%)也守不住了。現在,是2.3%

新聞來源:
Apple Squeezes Parts Suppliers to Protect Margins