Gay Phone market dead. Production Line already DEMOLISHED!
http://m.sohu.com/n/556408023/?wscrid=1140_8
iphone新机没人买 生产线已被拆除
11-02 14:37 it时报
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iPhone6s销售不及预期生产线被拆渠道商降价促销
■IT时报许恋恋摄影报道
iPhone6s上市刚刚满月,业内却传出了销售疲软的消息。不久前,太平洋证券资深分析师JohnVinh根据产业链的数据表示,苹果已经减少了大约15%的零部件订单。《IT时报》记者走访手机销售市场也发现,去年iPhone 6一机难求的现象并没有出现在6s身上,无论是苹果直营店还是经销商,供货都很充足,16G版的iPhone 6s甚至已经降价销售。
市场的反射弧也开始映射到产业链。10月27日,《IT时报》记者来到位于上海市浦东新区康桥工业区的苹果代工厂——上海昌硕科技有限公司(简称“昌硕科技”),令人惊讶的是,原本要进行到10月底的招聘早在10月中旬便停止了招募,工厂门口的招聘区一个人影都没有,拎着行李走出厂门的人络绎不绝,上前一问,竟然都是离职的员工。
近4个月前,这里人潮拥挤,排队入职的求职者熙熙攘攘,当时知情人向记者透露,为了备战iPhone 6s,昌硕科技的招聘将从6月底持续到10月底,招聘总数在4万人左右。
排队离职的人绕了好几圈
10月27日下午,昌硕工厂门口的电子显示屏上,停止招工的信息在滚动播放,拎着大包小包行李的离职员工走出厂门,钻进等在门口的出租车。工厂门口,渣土车轰隆而过,衬得招聘通道更加冷清。偶尔也会有人上前询问什么时候才会重新招聘,得到的都是“不确定”的回答。
在厂门口的短短十分钟内,记者便看到四名拎着行李出来的离职员工。刚刚走出工厂大门的李云(化名)放下手中的行李,她告诉记者,因为不愿意调去昆山,因此选择了辞职,“10月中旬,昌硕工厂停止了招工,部分6s生产线被拆,原本做6s的员工要么服从分配去昆山工厂,要么离职。”李云口中的昆山,是指和硕(昌硕的母公司)在昆山的另一个生产基地——昆山世硕,主要生产iPhone 6和其他一些品牌的电子产品。
“听说要调到昆山,我们线上30多个人都吵着要辞职。”说完这些,李云的表情有点黯然。李云是iPhone 6s组装线上一名90后普工,在昌硕工厂呆了差不多一年,听说去昆山不是生产iPhone 6s,而且工厂又很偏,大伙都不干。
这几天,昌硕工厂每天办理离职的队伍都会排得很长,“我去办手续的时候,排队的人绕了四五圈,有几百人在等着办离职。”李云说。
“还不是因为最近活不多,生产线被拆了,大家都说是因为iPhone 6s卖得不好。”多名刚下班的昌硕员工均向记者证实,9月和10月初是工厂最忙的时候,但最近明显闲了下来,“每天有很多人走”,尤其是停止招工以来,厂里的人数每天都在减少,“离职并不是新鲜事,但通常有进有出,以前从未出现这种情况。”
沿着昌硕工厂向东走几百米,小餐馆、手机店、网吧鳞次栉比,这里是昌硕工人工作之余吃饭娱乐的聚集地之一,但显然,最近工厂停止招工和员工不断离职对他们也造成了影响,商家纷纷对记者表示,“这几天人少了很多,我们这里真成了郊外的郊外。”就连卖水果的老板娘都知道,昌硕很多人要调到昆山去了。
在距离昌硕科技不远的生活区里,错落着十几家昌硕科技招募处,今年7月初记者探访时,他们都表示昌硕会一直招人,而且不要员工交中介费,因为工厂给他们招募补贴。“现在昌硕不招人了,对我们来说损失也很大。”一家招募处老板脸上没了四个月前的喜气。
想加班却没班加
工资低是这些员工离职的原因之一,“我们一条线100多人,能干满一年的连10个人都没有,工资太低。”李云说。
同样在组装iPhone 6s生产线上的王玲(化名)在昌硕才呆了3个月就匆忙离开了,“工资不高,一个月3000多元,还累,不想干了。”王玲决定离开上海,回东北老家。
对这些生产线上的普通工人来说,加班意味着能拿到较高的工资,为了能挣更多钱,他们渴望加班,然而现在即使是最忙的月份,他们拿到的工资,也不超过4500元。如果不太加班,一个月的工资在3500元左右,而去年iPhone 6最忙的时候,一个月能拿到5000元以上。
“今年加班最多的一个月,我只拿到了4300元,”李云告诉《IT时报》记者,一方面是现在工厂对加班有限制,拿不到高工资,另一方面是生产线减少,“没那么多活,不需要那么多人加班。”
此前曾有国外媒体报道称,苹果公司台湾代工厂商和硕联合位于上海的工厂存在劳工薪水过低、过度加班和住宿条件恶劣等问题。但几名被采访员工均表示,迫使员工加班之说并不成立,“反倒是想加班,但厂里不让上。”
渠道商开始降价促销
10月28日凌晨,苹果公布了第四季度财报。报告显示,苹果公司第四季度营收为515亿美元,同比增长22%,净利润为111.24亿美元,比去年同期的84.67亿美元增长31%。按产品类别划分,苹果第四季度iPhone销量达到4804.6万部。而新一代iPhone对这个销量起到了推动性作用,iPhone 6s首发加入了中国内地对这个数据亦有不小的贡献。
同一天,市场研究公司Counterpoint Research在报道中称,他们追踪到的结果是,iPhone 6s在中国销售“破纪录”,仅9月iPhone 6s销量达700万部,占智能手机出货量19%的市场份额。
然而,经过首发的第一波狂热之后,目前6s的销售却有走向疲软的势头,后继乏力的感觉强烈。
《IT时报》记者走访了百脑汇、太平洋数码等线下经销商,被访者表示,从销量来看,iPhone 6s并没有iPhone 6时的火爆,而且由于前期拿货资金垫付了很多,可销售业绩并不理想,有的渠道商开始“甩货”,压低利润空间以带动销量。
渠道商张小姐告诉记者,现在买16G版的iPhone 6s直接减免100元,而渠道商任先生则更直接表示,最高有400元的减免,而一部苹果手机的利润空间一般只有500元左右。
或许对于苹果来说,考验谁是真爱粉的时候到了。第一手机界研究院院长孙燕飚向记者表示,苹果对iPhone 6s销量预期过高,前期备货太多,导致现在有短期库存积压,“iPhone 6s就像一个漂亮的小姑娘,大家都想去看一眼,但是真正买的人就没那么多了。”
孙燕飚认为,iPhone 6s销售开始疲软的原因有两点,“一方面创新不足,从外观到配置都没有特别明显的提升,消费者换机欲望没那么强,另一方面,国产手机发展良好对苹果也有不小的冲击。”
iphone will buy a new machine production line has been removed
11-02 14:37 it Times
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iPhone6s sales weaker than expected production line split channel markdowns
■ IT Times photo coverage Xu Loving
iPhone6s listed just one month, the industry has heard the weak sales news. Not long ago, a senior analyst at Pacific Securities JohnVinh chain according to data that Apple has lost about 15 percent of parts orders. "IT Times" reporter visited the market also found that mobile phone sales, last year's iPhone 6 hard to find the phenomenon did not appear in the 6s body, whether it is Apple Guide or dealers, suppliers are sufficient, version of 16G iPhone 6s even We have a sale.
Market reflex arc began mapped to chain. October 27, "IT Times" reporter arrived at the Pudong New District of Shanghai Kangqiao Industrial Apple foundries - Shanghai Chang-seok Technology Co., Ltd. (referred to as "GNDC"), surprisingly, had to be recruitment to the end of October early as mid-October he stopped recruiting, recruiting zone factory gates are not a figure, carrying the baggage of people are doing it out of the factory gate, stepped forward and asked, actually are former employees.
Nearly four months ago, where a crowded, bustling seekers queue entry, then insider told reporters, in order to prepare iPhone 6s, recruitment GNDC the end of June will continue until the end of October, the total number of recruiting around 40,000 people .
Leaving people queuing for several laps around
October 27 afternoon, Chang Shuo electronic display factory gates, to stop recruitment information scrolling, carrying large bags of luggage former employees out of the factory door, got into a taxi at the door. Factory gate, muck truck rumbling by, Chende recruitment channel more deserted. Occasionally, someone came up to ask when will re-recruitment, obtained are "uncertain" for an answer.
A short ten minutes at the factory gate, the reporter then saw four carrying luggage out of the former employees. Just out of the factory gates of Li Yun (pseudonym) put down the luggage, she told reporters, because of a reluctance transferred to Kunshan, and therefore chose to resign, "In mid-October, Chang Shuo factory stopped hiring, partly demolished 6s production line, originally do 6s employees assigned to either obey Kunshan plant, or resignation, "Li Yun mouth Kunshan means and large (Chang-seok's parent company) to another production base in Kunshan - Kunshan Shi Shuo, the main production and iPhone 6 Some other brands of electronic products.
"I heard that you want transferred to Kunshan, our on-line more than 30 individuals have pleaded with him to resign." Having these, Li Yun's face a little dejected. Li Yun iPhone 6s assembly line is a 90 general workers, factory in Chang-seok spent almost a year, I heard that to Kunshan not produce iPhone 6s, and factory very biased, and everyone is not dry.
These days, Chang Shuo factory team will handle the daily departure schedule is very long, "I go through the formalities of the time, people lining up around four or five laps, there are hundreds of people waiting to leave office." Li Yun said.
"Not because live much recently, production lines torn down, we say this is because iPhone 6s did not sell well." More than just commuting Masahiro staff are confirmed to reporters, in September and early October is the busiest factories time, but obviously busy down recently, "There are a lot of people go every day," especially since stopped hiring, both in reducing the number of the factory every day, "resignation is not new, but usually there is a carry out there, never seen before this situation. "
Go east along Chang Shuo factory a few hundred meters, small restaurants, mobile phone shop, cafe, row upon row, one of Chang-seok workers eat spare time entertainment gathering place, but apparently, the factory recently stopped recruitment and staff continue to leave them also had an impact, businesses have told reporters that "a lot fewer people these days, I really became a suburban outskirts us." Even the fruit boss know that a lot of people to be transferred to Chang-seok Kunshan go.
In GNDC far distance from the living area, scattered with more than a dozen GNDC recruited at the beginning of July this year when the reporter visits, they said Chang-seok will always recruit people, but employees do not pay an agency fee, because the factory to They recruited subsidies. "Now Masahiro not recruit people, it is also a great loss for us." A recruit at the boss did not face festivity four months ago.
I did not want to work overtime Banga
Low wages is one reason these employees leave, "we line 100 people, capable even a full year 10 people are not, wages are too low." Li Yun said.
Also in the production line assembling iPhone 6s Wang Ling (a pseudonym) in Chang-seok only spent three months in a hurry to leave, "wages are not high, a month more than 3000 yuan, also tired, did not want to." Ling decided to leave Shanghai, Back to the Northeast home.
These ordinary workers on the production line, it means being able to work overtime to get higher wages, in order to earn more money, they are eager to work overtime, but now even the busiest month, they get wages, no more than 4500 yuan. If you do not work overtime, a month's wages of 3,500 yuan, while the iPhone 6 last year, the busiest time, they will get more than 5000 yuan a month.
"This year most of overtime a month, I only got 4,300 yuan," Li Yun told the "IT Times" reporter, one is now factory overtime is limited, get high wages, on the other hand is to reduce the production line, "I did not so much to live, do not need so many people to work overtime. "
Foreign media had previously reported that Apple Inc. Taiwan foundry and Pegatron plant located in Shanghai presence underpaid labor, excessive overtime and poor accommodation and other issues. Several employees have been interviewed but said forcing employees to work overtime is said is not true, "but rather want to work overtime, but do not let the factory."
Start markdowns channels
October 28 morning, Apple announced fourth-quarter earnings. The report shows that Apple's fourth-quarter revenue of $ 51.5 billion, up 22%, net profit of 11.124 billion US dollars, up 31 percent from $ 8.467 billion the same period last year. By product category, Apple's fourth-quarter iPhone sales reached 48,046,000. The new generation of the iPhone sales played a catalytic role, iPhone 6s joined mainland China starting this data also no small contribution.
On the same day, the market research firm Counterpoint Research in the report said they tracked a result, iPhone 6s sales "record-breaking" in China, only in September iPhone 6s sales reached 7,000,000, accounting for 19% of smart phone shipments of market share.
However, after starting the first wave of fanaticism, 6s current sales momentum there towards the weak, the strong feeling weak successor.
"IT Times" reporter visited the next Buynow, Pacific Digital and other cable distributors, respondents said that from the sales point of view, iPhone 6s and not hot when iPhone 6, and getting goods due to pre-funding to advance a lot, can sales performance is not satisfactory, and some channels began "dumped goods", depress profit margins in order to drive sales.
Channel Miss Zhang told reporters, now buy version of 16G iPhone 6s direct relief for 100 yuan, and the fact that he is even more direct channels to a maximum of 400 yuan in relief, while an Apple handset profit margins are generally only about 500 yuan.
Perhaps for Apple, it is time to test who love powder to. President of the Academy of Sun Yan Biao, the first mobile phone industry told reporters that the Apple iPhone 6s sales expectations too high, too much pre-stocking, led to the current short-term inventory backlog, "iPhone 6s like a beautiful little girl, we want to see one, but the real people who buy not so much. "
Sun Yan Biao believes, iPhone 6s sales started to weaken for two reasons, "lack of innovation on the one hand, from the exterior to the configuration are not particularly improved significantly, consumer replacement desire not so strong, on the other hand, the good development of the domestic mobile phone Apple there are no small impact. "