觀點製造業

Goertek/Apple: single-client risk amplifies AirPod contract doubts
Lex專欄:歌爾股份跌停突顯單一客戶風險

Broader picture for Apple and its suppliers is bleak, with global demand for smartphones and electronics weakening
這家AirPod製造商披露已暫停爲「境外某大客戶」生產一款音訊產品後,股價跌停,突顯嚴重依賴少數大客戶的業務模式的脆弱性。

Volatility in Apple supplier stocks is soaring. First it was Taiwanese iPhone maker Foxconn. Now it is Chinese AirPods maker Goertek. Shares in the Chinese component maker fell by their daily limit of 10 per cent after the company said it had suspended production of an audio product from a “major overseas” client.

蘋果(Apple)供應商股票的波動性正在飆升。首先是iPhone的臺灣代工製造商富士康(Foxconn)。現在輪到AirPod的中國大陸製造商歌爾股份(Goertek)。在這家中國元件製造商披露已暫停爲「境外某大客戶」生產一款音訊產品後,其股價跌停,即觸及10%的單日跌幅上限。

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