疫情衝擊華為、蘋果供應鏈
Date: 2020-02-20
News Type:
新冠肺炎疫情尚未控制住，加上中國大陸企業的台幹返回中國大陸工作的意願低，中國大陸企業復工不如預期，短期缺工、斷鏈難以解決，市場估計至少衝擊華為、蘋果智慧型手機供應鏈的上半年業績，需要大量員工的組裝廠鴻海、和碩等首當其衝。
調查機構Conterpoint指出，新肺炎疫情預估將導致全球智慧手機銷量較去年衰退5％到6％，消費者的購機熱潮將從第一季延後到第三季，其中衝擊最大就屬新冠肺炎的重災區中國大陸市場及中國大陸市場占率高的華為、蘋果智慧機大品牌。
中國大陸企業開工時程再往後延，封城管理使得商業活動銳減，恐需再過兩個月才能完全恢復正常，民眾害怕疫情及對未來不確定性，開始縮衣節食將導致大陸市場對購買新手機的熱潮大幅衰退，Conterpoint估第一季預估出貨量下修20％，且庫存增加也會使第二季的發表、出貨受到影響，可能連外傳即將在3月發表的 iPhone 9（SE2）都將面臨供貨問題。
通吃華為、蘋果智慧型手機的供應鏈廠商有大立光、台積電、華通及穩懋，其餘尚有鴻海、欣興、臻鼎-KY、台達電、日月光投控、和碩、台郡、可成等是蘋果智慧機供應鏈。(新聞來源:工商時報)
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