市場(chǎng)研究機(jī)構(gòu) IHS iSuppli 指出，日本311地震可能會(huì)導(dǎo)致蘋(píng)果(Apple)最新平板電腦 iPad 2 的供應(yīng)鏈中斷與零組件缺貨，因?yàn)樵撗b置采用了數(shù)種在日本當(dāng)?shù)厣a(chǎn)的零件，包括一款很難找到替代品的電子羅盤(pán)、電池以及采用先進(jìn)技術(shù)的顯示器玻璃。 根據(jù) IHS iSuppli 的拆解分析報(bào)告，到目前為止 iPad 2 內(nèi)部已確認(rèn)有5個(gè)零件是由日商所供應(yīng)，包括來(lái)自東芝(Toshiba)的 NAND 閃存、爾必達(dá)(Elpida)的 DRAM、AKM Semiconductor的電子羅盤(pán)，以及可能是由旭硝子(Asahi Glass)所制造的觸控屏幕上層玻璃，還有Apple Japan所供應(yīng)的系統(tǒng)電池。 IHS iSuppli 的報(bào)告指出，雖然已有部分供貨商表示，其生產(chǎn)據(jù)點(diǎn)并未受到損壞，但所有這些廠商的零組件供應(yīng)鏈，可能在某種程度上會(huì)受到目前困擾著大多數(shù)日本災(zāi)區(qū)廠商的物流問(wèn)題所影響。該機(jī)構(gòu)指出，供貨商們所遇到的困難，包括因交通阻礙所導(dǎo)致的取得原材料以及將貨物運(yùn)出的問(wèn)題，還有員工可能無(wú)法上班的問(wèn)題。 而IHS iSuppli也強(qiáng)調(diào)，災(zāi)區(qū)電力供應(yīng)不穩(wěn)的問(wèn)題也是一大隱憂，因?yàn)殡娏χ袛嗫赡茉诰艿闹瞥讨性斐升嫶髶p失，例如半導(dǎo)體的微影制程。所有以上的這些問(wèn)題，都可能會(huì)在Apple準(zhǔn)備大量生產(chǎn)iPad 2以因應(yīng)市場(chǎng)強(qiáng)勁需求時(shí)，在同一時(shí)間發(fā)生；事實(shí)上，Apple Store的iPad出貨也因?yàn)樾枨罅扛哂陬A(yù)期，而延緩了一周。 可確定的是，iPad所使用的NAND組件還有第二供應(yīng)來(lái)源，包括韓國(guó)三星電子(Samsung Electronics)與美國(guó)業(yè)者美光(Micron)；此外爾必達(dá)所提供的DRAM，也有來(lái)自三星的替代產(chǎn)品可使用。 編譯：Judith Cheng 本文授權(quán)編譯自EETimes，版權(quán)所有，謝絕轉(zhuǎn)載！ (參考原文： Quake hits iPad 2 supply chain，by Mark LaPedus)

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{pagination} Quake hits iPad 2 supply chain Mark LaPedus Japan's earthquake may cause logistical disruptions and component supply shortages for Apple Inc.’s iPad 2, according to IHS iSuppli. The iPad 2 employs several components manufactured in the country—including a hard-to-replace electronic compass, the battery and possibly the advanced technology glass in the display, IHS iSuppli research indicates. The IHS iSuppli teardown analysis of the iPad 2 so far has been able to identify five parts sourced from Japanese suppliers: NAND flash from Toshiba Corp., DRAM made by Elpida Memory Inc., an electronic compass from AKM Semiconductor, the touch screen overlay glass likely from Asahi Glass Co. and the system battery from Apple Japan Inc. ''While some of these suppliers reported that their facilities were undamaged, delivery of components from all of these companies is likely to be impacted at least to some degree by logistical issues now plaguing most Japanese industries in the quake zone,'' according to the firm. ''Suppliers are expected to encounter difficulties in getting raw materials supplied and distributed as well as in shipping out products. They also are facing difficulties with employee absences because of problems with the transportation system. The various challenges are being compounded by interruptions in the electricity supply, which can have a major impact on delicate processes, such as semiconductor lithography,'' according to the firm. These issues may come at a time when Apple is rushing to ramp up iPad 2 production to meet stronger-than expected demand for the device. The company this week announced that iPad shipments from the Apple Store have been delayed by one week from previous lead times because of the surge in demand. However, the NAND devices used in the iPad are available from alternative sources, including South Korean semiconductor giant Samsung Electronics Co. Ltd. and U.S. memory maker Micron Technology Inc. Similarly, the Elpida DRAM component can be alternatively sourced from Samsung.