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Old 12-06-2019, 02:18 PM
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Default Iphone keluaran Apple A.S mungkin dibuat di luar negara China jika diperlukan



(12 Jun): Apple Inc. mempunyai pelan sokongan sekiranya perang perdagangan A.S.-China tidak dapat dikawal.

The Cupertino, California, ibu pejabat pengeluar utama syarikat usahasama itu mempunyai kapasiti yang mencukupi bagi memastikan keperluan iPhone untuk A.S dibuat di luar China jika diperlukan, menurut Eksekutif Kanan Hon Hai Precision Industry Co. Kontrak pengilang Taiwan kini menjadikan sebahagian besar telefon pintar tersebut dibuat di Tanah Besar China.

China merupakan peranan penting bagi perniagaan Apple, dimana pembuatan asal bagi kebanyakan iPhone dan iPadnya, serta pasaran antarabangsa yang terbesar. Tetapi, Presiden Donald Trump telah mengancam Beijing dengan mengenakan ta’rif baru terhadap kira-kira $ 300 bilion barang-barang Cina, tindakan yang meningkatkan ketegangan dramatik ialah apabila beliau mengenakan cukai terhadap produk Apple yang paling menguntungkan.

Hon Hai, juga dikenali Foxconn, adalah pengeluar usahasama gergasi Amerika yang amat penting. Syarikat tersebut akan menyokong Apple apabila berlaku keperluan untuk mengimbangi pengeluaran jika perdagangan A.S.-China menjadi lebih buruk dan tidak dapat diramalkan. Ketua bahagian lantikan lembaga dan semikonduktor, Young Liu memberitahu taklimat pelabur di Taipei pada Selasa.

"Dua puluh lima peratus daripada kapasiti pengeluaran kami berada di luar China dan kami dapat membantu Apple memenuhi keperluannya di pasaran A.S.," kata Liu, sambil menambah bahawa pelaburan tersebut sedang dilakukan di India untuk Apple. "Kami mempunyai kapasiti yang mencukupi bagi memenuhi permintaan Apple."

Saham Apple naik lebih daripada 1% kepada $ 194.99 di New York pada Selasa.

Apple tidak mengeluarkan arahan kepada Hon Hai supaya memindahkan pengeluaran luar dari China, namun ia masih mampu beroperasi selaras dengan permintaan pelanggan, tambah Liu. Syarikat akan memberi maklum balas pantas dan bergantung kepada pengilang tempatan bagi menangani perang perdagangan, seperti ramalan keperluan untuk membina pangkalan di Wisconsin, A.S, dua tahun lalu, katanya.

Pasaran A.S. menyumbang satu daripada empat iPhone yang dijual di seluruh dunia, "jadi ia mewakili sebahagian besar daripada perniagaan pembuatan Foxconn di China," kata Penganalisis Strategy Analytics, Neil Mawston. Foxconn memerlukan sekurang-kurangnya satu atau dua kilang besar di luar China bertujuan untuk memenuhi keperluan Apple A.S, mengikut anggaran Mawston. Jika Foxconn membuka pengeluaran kepada bukan China untuk kapasiti iPhone, pelanggan telefon pintar lain akan mendapati pesanan mereka tertunda buat sementara waktu atau diketepikan dalam jangkamasa pendek, tambahnya.

Foxconn boleh memindahkan beberapa kilang di luar negara ke China untuk mengatasinya. Tetapi tanpanya, beberapa kilang-kilangnya di China mungkin tidak beroperasi.

Ia bukan hanya semudah pengumpulan barangan siap. Perang perdagangan telah mengganggu rantaian bekalan global yang kompleks dimana melibatkan banyak negara di luar China dan A.S. Kebanyakan komponen didalam peranti tidak dibuat di A.S., walaupun ia direka di sana. Cip telefon yang direka oleh Apple dibuat dari kilang di Taiwan, kemudian dibungkus (proses bagi persiapan untuk disepadukan ke dalam litar) di tempat lain, sebelum dihantar ke China untuk dipasang ke dalam iPhone.

"Agak mudah untuk mengalihkan pemasangan akhir iPhone di luar China, tetapi untuk memindahkan pengeluaran bagi semua komponen dan keseluruhan telefon bimbit akan menjadi lebih sukar," kata Mawston.

Masih belum jelas samada India akan menjadi pangkalan pengeluaran utama untuk peranti marquee Apple. Foxconn kini menjalankan ujian kualiti untuk siri iPhone Xr di sana dan merancang untuk memulakan pengeluaran besar-besaran di sebuah tempat di pinggir bandar Chennai. Model lama telah pun dipasang di kilang Wistron, Bangalore.

Foxconn juga telah bersetuju untuk membina kemudahan bagi 13,000 pekerja di Wisconsin dengan pertukaran lebih daripada $ 4.5 bilion melalui insentif kerajaan. Namun sejak itu projek tersebut mendapat kritikan sebagai kerja yang berpendapatan rendah, pemberhentian secara tiba-tiba dan matlamat yang sentiasa berubah. Pada Selasa, para eksekutifnya mengumumkan tentang matlamat pekerjaan, menyatakan pembinaan adalah seperti yang dijadualkan dan pihaknya akan mengupah sebanyak 2,000 warga Amerika pada akhir tahun 2020.

Pihaknya juga akan mula membuat produk-produk ‘networking’ dan ‘server’ untuk pasaran A.S. menjelang akhir tahun depan, selepas LCD bermula tahun depan, kata Liu. - Bloomberg


==========================================


Apple’s U.S. IPhones Can Be Made Outside of China If Needed

(June 12): Apple Inc. has a backup plan if the U.S.-China trade war gets out of hand.

The Cupertino, Calif.-based company’s primary manufacturing partner has enough capacity to make all iPhones bound for the U.S. outside of China if necessary, according to a senior executive at Hon Hai Precision Industry Co. The Taiwanese contract manufacturer now makes most of the smartphones in the Chinese mainland.

China is a crucial cog in Apple’s business, the origin of most of its iPhones and iPads as well as its largest international market. But President Donald Trump has threatened Beijing with new tariffs on about $300 billion worth of Chinese goods, an act that would escalate tensions dramatically while levying a punitive tax on Apple’s most profitable product.

Hon Hai, known also as Foxconn, is the American giant’s most important manufacturing partner. It will fully support Apple if it needs to adjust its production as the U.S.-Chinese trade spat gets grimmer and more unpredictable, board nominee and semiconductor division chief Young Liu told an investor briefing in Taipei on Tuesday.

“Twenty-five percent of our production capacity is outside of China and we can help Apple respond to its needs in the U.S. market,” said Liu, adding that investments are now being made in India for Apple. “We have enough capacity to meet Apple’s demand.”

Apple shares were up more than 1% to $194.99 in New York on Tuesday.

Apple has not given Hon Hai instructions to move production out of China, but it is capable of moving lines elsewhere according to customers’ needs, Liu added. The company will respond swiftly and rely on localized manufacturing in response to the trade war, just as it foresaw the need to build a base in the U.S. state of Wisconsin two years ago, he said.

The U.S. market accounts for one in every four iPhones sold worldwide, "so it represents a huge portion of Foxconn’s manufacturing business inside China," Strategy Analytics analyst Neil Mawston said.

Foxconn would need at least one or two big factories outside China dedicated to serving Apple’s U.S. requirements, Mawston estimated. If Foxconn freed up non-China production capacity for iPhones, other smartphone clients could find their orders temporarily delayed or sidelined in the short-term, he added.

Foxconn could shift some overseas work back to China to compensate. But without that, some of its Chinese factories may be idled.

And it’s not just about the simple assembly of finished goods. The trade war has disrupted a complex global supply chain involving many countries beyond just China and the U.S. Many components that go into devices aren’t made in the U.S., despite being designed there. A phone chip designed by Apple may come out of a factory in Taiwan, then be packaged (a process that prepares it for integration into a circuit) somewhere else, before being shipped to China for assembly into an iPhone.

"It would be relatively easy to shift final assembly of the iPhone outside China, but moving to full production of the components and the whole handset would be much tougher," Mawston said.

It’s unclear if India will ever become a major production base for Apple’s marquee device. Foxconn is now running quality tests for the iPhone Xr series there and plans to begin mass production at a facility in the suburbs of Chennai. Older models are already assembled at a Wistron plant in Bangalore.

Foxconn has also agreed to build a 13,000-worker facility in Wisconsin in exchange for more than $4.5 billion in government incentives. But that project has since come under criticism for low-paying jobs, sudden dismissals and ever-changing goals. On Tuesday, executives reaffirmed that employment goal, saying construction remained on schedule and that it will hire as many as 2,000 Americans by the end of 2020.

It will also start making networking and server products for the U.S. market by the end of next year, on top of LCDs starting next year, Liu said. - Bloomberg

Sumber : the edge markets
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