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<電子部品>アップルのiPad2の出荷遅れと部品が足りないのは東日本大震災が原因!!


 アプルの株式が突然、上がったり下がったりしていますが、ニューヨークタイムスによれば東日本大震災が原因だそうです。アプルの秘密のサプライチェーンに組み込まれている日本企業が地震で生産量が落ち込んだと言われています。
この点米国他社も同様ですが特にアプルが影響を受けているという見方が広がっています。
 信越化学のシリコンウエハーの生産減の影響は既に報じられていますが、他にも色々あるようです。既にiPad2の米国内販売に影響が出ています。問題はどの程度深刻なのか、影響が何時まで続くのか皆目わからない点です。
 ★★ Some Worry That Success of Apple Is Tied to Japan
http://www.nytimes.com/2011/03/23/technology/23apple.html?_r=1&ref=technology

Last week, shares of Apple did something they rarely do: they fell nearly 7 percent, in two days.

But Apple, like other technology companies, is at risk of being buffeted by the unfolding crisis in Japan. Every major computer and consumer electronics maker relies on components that directly or indirectly come from Japan. Apple’s success, though, combined with its recurring difficulties in meeting the demand for some its hottest products, including the iPad and iPhone, have prompted investors to single out the company.
“Fear is affecting Apple in particular,” said Gene Munster, an analyst with Piper Jaffray. “This is a company with tight supplies, and the fear is that they will get even tighter.”

Apple stores have been resupplied daily, but in small amounts. Mr. Munster said a large group of people lined up overnight at the Apple store in New York’s meatpacking district one day last week. Only the first 20 people were able to buy an iPad. Another Apple store, at the Mall of America in Minneapolis, received just six iPads on a recent day, while a Target store received 15, he said.

  日本ナレッジマネジメント学会 専務理事 山崎秀夫 borg7of9 twitter

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