[新聞] 蘋果再砍價 衝擊供應鏈
1.原文連結(必須檢附):
http://udn.com/news/story/7240/2104153
2.原文內容:
蘋果再砍價 衝擊供應鏈
http://goo.gl/EoWsr1
蘋果為確保獲利,本月起傳再砍供應鏈價格,幅度約在一成內,台郡、臻鼎-KY等軟板廠
,以及樂金顯示器(LGD)、日本顯示器公司(JDI)等面板鏈將首當其衝;鴻海、和碩等
組裝廠也恐面臨壓力。
台郡、臻鼎、鴻海、和碩等台灣蘋果供應鏈向來不評論接單細節。和碩雖不正面回應客戶
砍價,但仍強調「每年都是一樣持續競爭」,在價格競爭下,和碩有應對的方法,包括投
入新的設備以提升效能等。
有業界人士認為,第4季是蘋果供應鏈的傳統旺季「應無降價的空間與可能」,但向來精
準追蹤蘋果動態的凱基投顧分析師郭明錤最新報告指出,蘋果為確保利潤,近期將開始對
供應鏈砍價。
郭明錤指出,蘋果預估本季毛利率為38%至38.5%,低於原先市場預估的39%以上,也顯著
低於去年同期的40.1%。為求盡可能提升獲利表現,蘋果將施加供應商更大降價壓力,此
降價壓力將從11或12月開始,因此iPhone供應鏈毛利率在本季普遍有下滑風險。
郭明錤認為,蘋果供應鏈如軟板或面板相關供應商將首當其衝,相關零組件本季普遍降價
10%內,議價力較差者被砍價是「不可避免」的。
展望明年上半年iPhone銷售狀況,郭明錤預期,受大陸市場需求減緩、4.7吋iPhone出貨
力道下滑,加上明年第2季蘋果不會再推出新款的iPhone SE,因此明年上半年iPhone出貨
將呈現年衰退,連帶拖累供應鏈營運動能。
他預估,2017年首季iPhone出貨量為4,000萬至5,000萬支,低於2016年首季的5,120萬支
;明年第2季iPhone出貨量將再下滑,單季出貨量約為3,500萬至4,000萬支,低於2016年
第2季的4,040萬支。
3.心得/評論(必需填寫滿20字):
砍價不是每個Sourcer每季都要做的事嗎
加上明年沒新的SE 舊的I7只能任人砍
之前喊砍價20%有點唬爛 不過10%好像也不少
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