iPhone14销售不及预期，富士康据传拆除产线

时代财经2022-09-22

文/王婷量产才一个月左右，苹果代工厂的iPhone 14车间就拆线了。“我们车间过两天就要拆线了，听说已经拆了很多车间。”9月21日，刚从郑州富士康离职的吴杨表示，自己此前在iPhone 14做前加工工作，现在订单变少了，工人会先转移到其他车间。时代财经观察到，iPhone 14市场表现远不及iPhone 14 Pro、Pro Max。截至21日17时，京东手机榜上，紫色的256GB iPhone...

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2022-09-22
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line","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/2218c20a12fabd7b717b60b2cd41e25f","symbols_score_info":{"AAPL":0.9},"content_text":"文/王婷量产才一个月左右，苹果代工厂的iPhone 14车间就拆线了。“我们车间过两天就要拆线了，听说已经拆了很多车间。”9月21日，刚从郑州富士康离职的吴杨表示，自己此前在iPhone 14做前加工工作，现在订单变少了，工人会先转移到其他车间。时代财经观察到，iPhone 14市场表现远不及iPhone 14 Pro、Pro Max。截至21日17时，京东手机榜上，紫色的256GB iPhone 14 Pro、iPhone 14七日分别售出1.5万件、5048件。多个车间紧急拆线，工人旺季加班变少时代财经了解到，今年8月，富士康深圳和郑州厂区才进入iPhone 14系列量产期，也就是生产旺季。“正儿八经生产了两三周，就又拆了。” 9月中旬，郑州富士康员工晓燕发了一条厂区附近的视频，表示所处车间陆续开始拆线了，不知道之后会被分到哪个车间。据配文显示，车间由于拆线，没给工人们安排加班，大家都是准点下班，也是量产以来第一次早下班。对于她和吴杨而言，旺季下早班和拆线都是不寻常的事。刚刚离职的工人吴杨也表示此前遭遇同样情况。他告诉时代财经，厂里的生产安排是根据市场销售变化的，可能车间所处的四楼的生产线全部要拆。他的工作是在车间给iPhone 14做前加工，包括贴泡棉、预折排线、套圈等，加工的产品中没有iPhone 14 Pro、Pro Max。近日，短视频平台出现不少类似视频，有的视频评论过百条，工人们热议哪些生产线已拆完或即将要拆、拆线对加班的影响等。旺季富士康小时工的工价较高，如果加班少，工资会比平时低。据不完全统计，郑州富士康已拆或者将拆生产线的车间至少在5个以上，且提到车间产品时，工人们大都提到代码“27”，一工人告诉时代财经，“27”在郑州富士康代指iPhone 14。此前，郭明錤在社交平台表示，苹果已要求鸿海（富士康）将iPhone 14的产线转为iPhone 14 Pro系列产线，这将有助于改善苹果今年第四季度产品组合及iPhone平均售价。“依照产线转换率，等同于苹果增加了iPhone 14 Pro系列在2022年Q4出货量。”他预估出货量涨幅约为10%。之后，他公开表示，在产线转换后，iPhone 14 Pro、Pro Max占整体iPhone 14系列出货量在2H22达60%–65%(先前预估55%–60%)，iPhone 14 Pro Max为iPhone 14系列最受欢迎机种。韩国媒体Thelec日前报道，三星预计将获得更多iPhone 14 Pro系列面板订单。由于苹果公司需求增加，三星已将iPhone OLED出货量目标从此前的1.3亿台提高至1.49亿台。iPhone 14随处可买，Pro、Pro Max一机难求实际上，发布之初，iPhone 14的颓势便已显现，并延续至今。目前，在苹果官网上，iPhone 14所有内存、颜色版本均有现货，可随意选择送达日期，iPhone 14 Plus也可在10月7日即发售当日送货上门，买iPhone 14 Pro、Pro Max则基本要等5-7周。时代财经发现，在拼多多、天猫、京东等电商平台上，iPhone 14均有现货可买，iPhone 14 Pro Max则一机难求，如天猫Apple Store旗舰店内“付款57天内发货”。在华强北，iPhone 14已跌破发行价。据背包客报价表，9月21日，256GB iPhone 14的黑色版、紫色版、白色版新机回收价格分别为6520元、6550元、6540元，分别比官网价低279元、249元、259元。在该报价表上，iPhone 14 Pro、iPhone 14 Pro Max大多数内存、颜色版本都有溢价。在9月9日预售开启当天，时代财经曾观察iPhone 14系列在各电商平台表现，发现iPhone 14热度便远不及iPhone 14 Pro、Pro Max。以Apple产品京东自营旗舰店店为例，预售开启半小时后，iPhone 14预约数量为45.9万，iPhone 14 Pro和iPhone 14 Pro Max预约人数则分别高达164.1万、132.4万。而在9月12日，郭明錤公开表示，iPhone 14和iPhone 14 Plus上市当天有现货，反映需求不振，且预购结果比iPhone SE 3和iPhone 13 mini差，后两者在今年上半年都遭遇了砍单。在部分消费者眼中，iPhone 14甚至不如前两代的二手机。在苹果召开秋季新品发布会后，周舟用5500元买下有轻微磨损的二手iPhone12 Pro Max，该产品最初官方定价为10099元。他认为，iPhone 14与前两代区别比较小，iPhone 14 Pro、Pro Max有“灵动岛”这类创新，价格又太高，不如买顶配老款。正如他所说，iPhone 14系列升级与创新集中于iPhone 14 Pro、Pro Max，有A16芯片、灵动岛、4800万像素主摄，iPhone 14没有升级，仍是A15芯片、1200 万像素主摄、刘海屏。值得一提的是，正式发售后，有不少首批拿到手机的用户吐槽iPhone 14系列问题，包括相机抖动、插卡无信号、灵动岛和第三方软件不适配等，还有用户吐槽截图带灵动岛会暴露隐私。对于相机抖动一事，苹果表示将进行修复，至于iPhone 14 Pro、Pro Max截屏问题，有网友表示只有灵动岛启用时，截屏才会显示灵动岛，灵动岛关闭时不会显示在截屏中。（文中吴杨、晓燕、周舟为化名）","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9919418414,"gmtCreate":1663841895538,"gmtModify":1676537347841,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":1,"idStr":"3575981766701819","authorIdStr":"3575981766701819"},"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] 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