觀點新型冠狀病毒

Companies will find it hard to diversify away from China Covid shock
全球企業難以應對中國新冠病例激增造成的供應衝擊

So much of global supply chains and the manufacturing ecosystem is tied to the ‘world’s factory’
中國近三分之一的人口從事製造業工作。新冠病例突然激增將直接影響供應鏈,本就嚴重的工人短缺將進一步加劇。

The showdown at the world’s biggest iPhone factory in China has just become relevant to the world’s shoppers. Wait times for Apple’s premium smartphone models in the US have reached a record, to as much as 37 days — meaning deliveries may not be made before Christmas, according to Counterpoint Research. Although seemingly trivial, the delays are a telling sign of the current problems in global manufacturing supply chains.

位於中國的全球最大iPhone工廠發生的衝突,剛剛波及到全球消費者。Counterpoint Research的數據顯示,在美國,購買蘋果(Apple)高階智慧型手機的等待時間達到了創紀錄的37天,這意味著在耶誕節之前可能無法收到貨。儘管看似微不足道,但這種延遲卻顯示了全球製造業供應鏈當前所面臨的問題。

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