苹果公司(Apple Inc.)的巨大成长并未使其供应商们共蒙其利。富士康电子公司(Foxconn Electronics)身为这家全球市值最高的消费电子巨擘之承包商，原本应该能够实现丰富的获利，但过去几季以来，该公司却一直无法体验到这样的好处。
富士康公司可说是全球最大的电子制造服务供应商(EMS)，最主要的原因在于该公司是苹果 iPhone 、 iPad 与 iPod 的主要制造商。根据路透社报导，苹果公司一家就约占有富士康整体销售额的45%，但就方面来说，双方所存在的这种合作关系在很大程度上并不平等。
富士康日前发布第一季财报并不如市场预期。5.092亿美元的获利数字远低于市场分析师的预测，同时，该公司的营业利润也下滑至0.9%。这与苹果先前发布的最新一季财报数字形成强烈对比──苹果在截至3月底当季的营收达393亿美元，净利为116亿美元。当苹果宣布其营收数字创新高时，其股价在历经前一周下滑10%后，已迅速上涨了600美元以上。而今，富士康公司的股价在香港股市交易中下跌近3%。
有关富士康将在中国增加招聘与调薪的报导，一直冲击着这家公司。近几个月来，该公司不得不为其中国员工多次调薪(有时调薪幅度高达25%)，而这已使得该公 司的利润深受重创。为了保持成本降低以及减少员工因离乡背景造成心理问题，富士康还必须在中国内地增加厂房，因而被迫得再增加数千名员工。
路透社的报导指出，富士康公司并未将更高的成本转嫁给客户，特别是苹果公司。市场分析师强调，除非富士康将部份成本转移给客户，否则该公司的利润都将持续承受压力。
但这种情况并不只存在于富士康。苹果公司的许多供应商也一样未能从这家公司的巨大成长中受益。这让我更加深信这样的观点：苹果公司的成功是以牺牲其供应链为代价的！因此，富士康公司必须能将部份增加的成本转移至苹果及其它客户；而苹果公司在维护其利润率的同时，也必须对于供应商一视同仁。但如何才是顾全各方利益的最佳解决方案呢？
编译：Susan Hong
本文授权编译自EBN Online，版权所有，谢绝转载
参考英文原文：Foxconn Outfoxed，by Bolaji Ojo, Editor in Chief
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Foxconn Outfoxed
Bolaji Ojo
The rising tide at Apple Inc. (Nasdaq: AAPL) isn't lifting all boats. Foxconn Electronics Inc. should be getting a financial boost from being a contractor to the world's biggest consumer electronics company by market value, but that has not been the company's experience in the last several quarters.
Foxconn, which is also known as Hon Hai Precision Industry Co. Ltd., is the world's biggest electronics manufacturing services provider, largely because it is the main manufacturer of iPhones, iPads, and iPods. According to a Reuters report, Apple accounts for about 45 percent of Foxconn's sales, but that relationship has been largely unequal to say the least.
Today, Foxconn announced disappointing first-quarter results. Profits of $509.2 million were well below analysts' forecasts, and the company's operating margin slipped to 0.9 percent. Contrast Foxconn's results with the numbers Apple published last week, including revenue of $39.3 billion and a quarterly profit of $11.6 billion. When Apple announced its record-breaking results, its share price surged above $600 after falling more than 10 percent over the previous week. Today, however, shares of Foxconn International fell almost 3 percent in regular trading in Hong Kong.
Foxconn has been hit hard by reports about its hiring and compensation practices in China. In recent months, the company has had to increase salaries for many of its workers (as much as 25 percent in some cases), and this has hit its margins hard. Foxconn is also being forced to hire thousands of workers while it adds plants in China's hinterland to keep costs down and reduce the psychological problems for employees working thousands of miles from home.
The Reuters report indicates that Foxconn has yet to transfer much of its higher costs to its customers, including Apple. Until it does, the margins will remain under pressure, analysts told Reuters.
This situation is not isolated to Foxconn. Many suppliers to Apple have not benefitted strongly from the company's huge growth. This reinforces the notion that Apple has prospered at the expense of its supply chain. Foxconn needs to be able to transfer some of its added costs to Apple and other customers. Apple needs to protect its margins while being seen as fair to suppliers. What's the best solution for all parties?
责编：Quentin
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