He said some technology companies have been rethinking their manufacturing strategies after last year's earthquake in Japan, which disrupted global supply chains.
他说,在去年日本地震导致全球供应链中断之后,一些科技公司一直在重新考虑自己的制造业务战略。
Some now believe they should reduce reliance on Asia and avoid being caught 'with a supply base that sits on the ring of fire.'
一些公司如今认为,它们应该减少对亚洲的依赖,避免过于依赖“位于地震带的供应基地。
Labor costs in China, which have been rising in the double digits annually, are also changing the equation on the margin.
中国的劳动力成本也开始改变利润率的等式。中国的工资每年在以两位数增长。
Still Matt Sheerin, a senior supply chain analyst for Stifel Nicolaus, says doing PC manufacturing 'in a very big way' in the U.S. doesn't make sense.
然而,美国投资银行Stifel Nicolaus的高级供应链分析师希林(Matt Sheerin)说,在美国大规模进行个人电脑的制造并不合理。
He says electronics manufactures like Flextronics International Ltd. and Jabil Circuit Inc., which both make parts for Apple, have largely exited the PC business. 'They would have to get major margin and price concessions or they would take a big hit,' he said.
他说,伟创力国际(Flextronics International Ltd.)和捷普科技(Jabil Circuit Inc.)等电子产品制造商从很大程度上已经退出了个人电脑生产业务。他说,它们必须在利润率和价格上获得重大让步,否则就将受到严重冲击。这两家公司都为苹果生产零部件。
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