在努力擺脫財(cái)務(wù)赤字困境之際,據(jù)稱日本夏普電子公司(Sharp Electronics Corp.)考慮出售分別位于中國(guó)與墨西哥的電視組裝廠。除了先前已經(jīng)宣布裁員5千人以外,美國(guó)《華爾街日?qǐng)?bào)》(The Wall Street Journal)預(yù)期夏普這項(xiàng)決定將可能再讓3千人失去工作。
夏普日前發(fā)布結(jié)算至今年六月的當(dāng)季營(yíng)收虧損近20億美元,該公司預(yù)計(jì)今年接下來的時(shí)間也都將面臨財(cái)政赤字。這次的營(yíng)收虧損造成夏普自1950年以來第一次宣布裁員。
在針對(duì)夏普經(jīng)營(yíng)日趨困難的種種分析中,沒有任何人提到有關(guān)該公司的電視技術(shù)。夏普仍是世界上最大的電視開發(fā)廠商之一,其于2001年推出專利的 Aquos TV 至今仍廣受好評(píng)且價(jià)格持續(xù)升值,夏普同時(shí)也是蘋果公司三大液晶顯示器(LCD)供貨商之一。
然而,分析人士指出,夏普受到雙重打擊導(dǎo)致經(jīng)營(yíng)困難:日幣對(duì)美元匯率升值以及電視市場(chǎng)疲軟。液晶顯示器的價(jià)格大幅下滑,主要供貨商正持續(xù)強(qiáng)化其制造業(yè)務(wù),以節(jié)省成本。三星旗下LCD業(yè)務(wù)獨(dú)立成為全資子公司;日本三大面板廠──東芝、日立與Sony并整合成立一家由政府資助的Japan Display合資企業(yè)。
此外,夏普在2009年于日本成立的一座先建LCD廠也為公司憑添更多困擾。
因此,其結(jié)果是在價(jià)格方面,夏普一直難以與其它電視制造商競(jìng)爭(zhēng)。為了維持公司順利營(yíng)運(yùn)免于經(jīng)濟(jì)困難,夏普作了一個(gè)日后可能反而為其帶來困擾的決定:今年3月,富士康公司的母公司──鴻海同意收購夏普LCD業(yè)務(wù)10%的股份。
夏普的股價(jià)自3月來不斷下跌,特別是在夏普宣布本季營(yíng)收虧損后,富士康表示將重新議價(jià)。由于這筆交易尚未完成,富士康現(xiàn)在打算支付較三月提議的8億美元更低的金額。那么,如果夏普的股價(jià)飆升的話,我很懷疑富士康是否就愿意支付較8億美元更高的金額?
據(jù)報(bào)導(dǎo),夏普擬出售其位于中、墨的兩座電視組裝廠給鴻海。
本文授權(quán)編譯自EBN Online,版權(quán)所有,謝絕轉(zhuǎn)載
編譯:Susan Hong
參考英文原文:For Sharp, Good Technology Isn’t Enough,by Barbara Jorgensen
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For Sharp, Good Technology Isn’t Enough
Barbara Jorgensen
In its effort to stem a tide of red ink, Japan's Sharp Electronics Corp. is reportedly considering selling two TV assembly factories in China and Mexico. The Wall Street Journal estimates the move would eliminate 3,000 jobs in addition to the 5,000 layoffs Sharp has already announced.
This month, Sharp announced a loss of nearly $2 billion for the quarter that ended in June, and it said it expects to remain in the red the rest of the year. The loss resulted in Sharp's first job cuts since the 1950s.
Nowhere in the analyses of "What went wrong at Sharp?" has technology been mentioned. Sharp remains one of the world's premier TV developers. Its patented Aquos TVs, introduced in 2001, still command praise and a price premium, and Sharp is one of Apple Inc.'s three largest suppliers of LCDs.
Analysts say Sharp has been hurt by a double whammy: the strengthening of the yen and weakness in the TV market. LCD prices have come down so much that leading vendors are consolidating their manufacturing operations to save costs. Samsung spun off its LCD business into a wholly owned subsidiary. Toshiba, Hitachi, and Sony are participating in a government-financed joint venture called Japan Display. (See: 'Big Three' Emerge in LCD Market .)
Adding to its troubles, Sharp built a state-of-the-art LCD factory in Japan in 2009.
As a result of all this, Sharp has been unable to compete price-wise with other TV makers. To keep its business afloat, it made a decision that will likely come back to haunt it: In March, Foxconn Electronics' parent, Hon Hai, agreed to take a 10 percent stake in Sharp's LCD business. (See: Foxconn Shores Up Display Supplies.)
After Sharp announced its loss, Foxconn said it was re-evaluating that investment. Since the deal has not closed (pending review by Taiwan's stock market authorities), Foxconn wants to pay less than the $800 million it offered in March. I have to wonder whether Foxconn would have agreed to pay more if Sharp's stock had soared.
Sharp is reportedly mulling selling its China and Mexico factories to Foxconn.
責(zé)編:Quentin