[新聞] 蘋果砍價、供應商哭哭!外資:台積小心過度
https://goo.gl/n4BVwk
MoneyDJ新聞 2017-05-11 15:44:22 記者 陳苓 報導
今年以來蘋果股價大漲30%,市值衝破8,000億美元,全球市值王地位更加鞏固。蘋果樂開
懷,但是供應商卻笑不出來。蘋果為了維護自身毛利,狠砍價格,相關業者苦哈哈。
Nikkei Asian Review 11日報導(見此),台灣消息指出,今年第一季蘋果iPhone 7供應商
的價格,遭砍10~20%。熟悉蘋果供應鏈的人士透露,iPhone銷量成長放緩,不如過往五年
強勁,定價更為困難。供應商想提高利潤,或許需要走向自動化,但這並非唯一途徑。
以鴻海(2317)和和碩(4938)為例,這兩家公司五成銷售來自蘋果。去年iPhone買氣走軟,
兩家廠商的營收都出現年減。小螢幕的iPhone 7買氣不振,更讓和碩Q1財報欠佳,Q2可能
繼續低迷。鴻海董事長郭台銘投資夏普,並跨足機器人、雲端科技,想減少對蘋果的依賴
,但是新投資帶來的收益,都遠比不上蘋果。
再來看台積電(2330),儘管台積獨攬蘋果晶片訂單,促使台積去年營收破新高,達台幣
9,479.4億元。但是過度依賴蘋果讓外界憂心忡忡。細看2016年的台積營收,蘋果貢獻了
16%,估計今年蘋果貢獻比重還會進一步提高到21%。
Sanford C. Bernstein分析師Mark Li強調,倘若沒有蘋果,台積今年營收將驟減20%。不
僅如此,要是少了蘋果,2012年以來台積營收擴張將減半;這段期間台積營收成長有42%
來自蘋果。Li警告,iPhone是台積的最大風險,出貨若有延誤或干擾,將損害台積下半年
表現。
報導指出,台積須以Imagination Technologies和Dialog Semiconductor為鑑,這兩家公
司高度仰賴蘋果,傳出痛失蘋果大單之後,股價雙雙慘跌。
心得:
這點說起來也不是甚麼今天才有的事情,
畢竟客人的地位永遠就是比較大,
除非你肯丟單關單或是用自己的單去填,
不然他說多少價格就是多少價格,
為什麼我國的廠商就是這麼的受客人擺佈呢
許多老闆還常常提到不能跟客人做競爭不然人家不相信你
但是不跟客人競爭,客人也就是一直砍你價阿-v-a
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