乔
布斯(Steve Jobs)从苹果公司(Apple Inc.)辞职所产生的一些重要影响可能会波及亚洲，这里不仅有苹果的主要供应商，还有很多其最强大的竞争对手。分析人士说，台湾胜华科技(Wintek Corp.)和鸿海精密工业股份有限公司(Hon Hai Precision Industry Co.)等供应商面临的最大问题可能是，苹果这位颇具创造力的大师的离任是否会逐渐削弱整个新产品单元的元气。仅苹果iPhone和iPad这两款产品就曾为整个智能手机和平板电脑业提供了根本性的转变契机。
Justin Sullivan/Getty Images
图片：乔布斯的这些年
研究咨询机构上海睿析科技(RedTech Advisors)的董事总经理克伦德尼(Michael Clendenin)说，苹果可能不会像以前那么有创新精神，而创新无疑是目前信息科技产业所需的。他说，其它公司以前也曾致力于个人平板电脑的研发，但乔布斯才是真正提供了适当软件和服务的人，这两者糅合在一起，其意义远超过一台机器；IT业其它公司的问题是它们过于关注机器本身，忽略了内容。
苹果合同制造商的股价周四出现了下跌。在中国内地组装苹果iPhone和iPad的鸿海精密下跌了4.6%。触摸屏供应商胜华科技下跌了6.9%，为苹果产品制造金属外壳的台湾可成科技(Catcher Technology Co.)下跌了6.8%。
苹果竞争对手的股价有所上涨，原因是投资者认为苹果CEO的更迭可能会转移公司注意力。苹果在智能手机领域的主要对手宏达国际上涨了1.4%，而三星电子和LG电子分别上涨了2.4%和1.3%。
Reuters
图片：乔布斯苹果帝国十年扩张路
业内人士还说，没有什么理由认为苹果将会重组其生产商关系。乔布斯钦点CEO继承人、首席运营长库克(Tim Cook)，在建立和管理苹果供应商关系的过程中功不可没。
三星证券(Samsung Securities)分析师Birdy Lu说，苹果是一家成熟的公司；我相信乔布斯将会继续参与关键决策；乔布斯与库克的组合应当有助于苹果维持竞争优势。
苹果近些年的增长给它的供应商带来了实惠。又名"富士康"(Foxconn)的鸿海是世界最大的电子产品代工商，苹果是其最大的客户之一。鸿海说，它相信苹果将会继续茁壮成长。这家台湾公司说，鸿海和苹果是长期合作伙伴，我们相信，虽有这次管理层变动，我们将来的关系将会更加紧密。
鸿海董事长郭台铭(Terry Gou)曾与库克长期密切共事。去年鸿海深圳园区发生员工自杀事件、引起国际关注之后，率领苹果团队前往中国与郭台铭商量补救措施的，正是库克本人。
胜华科技去年的收入接近于上一年的三倍，这主要得益于iPhone等设备所用触摸屏的需求。该公司拒绝置评。可成科技也拒绝置评。
亚洲也已经成为苹果一个越来越重要的市场，如果乔布斯离任带来什么变化，那么就有可能影响到出售iPhone的亚洲手机运营商。
但库克曾参与苹果与中国移动有限公司(China Mobile Ltd.)等亚洲关键潜在合作伙伴的谈判，而且投资者似乎也并不担心。在中国内地出售iPhone的中国联合网络通信（香港）股份有限公司(China Unicom (Hong Kong) Ltd.)，周四股价上涨了12%；iPhone和iPad在日本的唯一运营商软银股份有限公司(Softbank Corp.)，股价上涨了1.7%。
东海东京调查中心(Tokai Tokyo Research Center)分析师Yusuke Tsunoda说，苹果产品推动了软银近年的增长，两家公司形成关系的过程中，软银CEO孙正义(Masayoshi Son)与乔布斯之间的私人关系可能发挥了重要作用。他说，苹果可能会决定像在美国一样，也在日本使用多家运营商，这将不利于软银。软银拒绝置评。
Loretta Chao / Lorraine Luk
（更新完成）
（本文版权归道琼斯公司所有，未经许可不得翻译或转载。）
Some of the biggest effects of Steve Jobs's resignation at Apple Inc. are likely to be felt in Asia─home not only to the company's main suppliers but to many of its biggest competitors as well.
Analysts say the biggest question for suppliers, such as Taiwan's Wintek Corp. and Hon Hai Precision Industry Co., is likely to be whether the departure of Apple's creative maestro saps the energy that has produced whole new product segments. Apple's iPhone and iPad, to name just two products, essentially were catalysts for the entire smartphone and tablet industries.
And for competitors─for example, Taiwan's HTC Corp. and South Korea's Samsung Electronics Co. and LG Electronics Co.─any falloff in Apple's marketing prowess could spell opportunity. Some of those same companies also sell Apple parts, however. Samsung has provided chips for the iPad, iPhone and iPod Touch, and the LG Display Co. unit of LG is an iPad supplier.
There is 'risk that [Apple] won't be as innovative as before,' and 'innovation these days is definitely what the [information technology] industry needs,' said Michael Clendenin, managing director of RedTech Advisors in Shanghai. Other companies had worked on tablet PCs before, 'but it was really Steve Jobs that came up with the right kind of software and services that turned that into much more than a machine,' Mr. Clendenin said. 'The problem with [the rest of] the IT industry is they focus too much on the machine and not the content.'
Shares of contract manufacturers fell Thursday. Shares of Hon Hai, which assembles Apple's iPhones and iPads in China, dropped 4.6%. Shares of touch-screen supplier Wintek's fell 6.9%, and those of Taiwan-based Catcher Technology Co., which makes metal casings for Apple, fell 6.8%.
Competitors' stocks rose on hopes that a leadership change might distract the U.S. company. Shares in HTC, a leading rival in smartphones, rose 1.4%, while Samsung's rose 2.4%. LG Electronics's stock gained 1.3%.
Investors reactions, notwithstanding, analysts and executives at Asian technology companies said they don't anticipate immediate shock waves since Mr. Jobs is staying on as chairman and because Apple's product plans are firmly established for the next year. Asian suppliers said last week, for example, that Apple has started ordering parts for a third generation of iPads for release next year.
People in the industry also said there is little reason to think Apple will shake up its manufacturing ties. Chief Operating Officer Tim Cook, Mr. Jobs's hand-picked successor as chief executive, is the person credited with building and managing Apple's supplier relationships.
Apple is a well-established company,' said Samsung Securities analyst Birdy Lu. 'I believe [Mr. Jobs] will still be involved in key decisions.' The combination of Mr. Jobs and Mr. Cook 'should help Apple maintain its competitive edge.'
Apple's growth in recent years has been a boon to its suppliers. Hon Hai, also known as Foxconn, is the world's largest contract manufacturer of electronics and counts Apple as one of its biggest clients. Hon Hai said it believes Apple will continue to thrive. 'Hon Hai and Apple are long-time partners. We believe our relationship will get closer in the future in spite of the management change,' the Taiwan company said.
Hon Hai Chairman Terry Gou long has worked closely with Mr. Cook. After employee suicides last year at Hon Hai's expansive facility in Shenzhen, China, drew international attention, it was Mr. Cook who led an Apple team to China to discuss remedies with Mr. Gou.
Wintek─whose revenue nearly tripled last year largely because of demand for its touch screens, which are used on iPhones and other devices─declined to comment. Catcher also declined to comment.
Asia also has become an increasingly important market for Apple, and any changes after Mr. Jobs's departure could affect Asian cellphone carriers that offer the iPhone.
Mr. Cook has been involved in negotiations with key potential partners in Asia, such as China Mobile Ltd., however, and investors didn't seem concerned. Shares of China Unicom (Hong Kong) Ltd., which sells the iPhone in China, gained 12% Thursday, and shares in Softbank Corp., the only carrier of the iPhone and iPad products in Japan, edged up 1.7%.
'Apple's products fueled Softbank's growth in recent years and personal ties between [Softbank CEO] Masayoshi Son and Steve Jobs may have played a major role in shaping the relationship between the two companies,' said Yusuke Tsunoda, an analyst for Tokai Tokyo Research Center. He said Apple could decide to use multiple carriers in Japan, as the company does in the U.S., which would be a negative development for Softbank. Softbank declined to comment.
Loretta Chao / Lorraine Luk
Analysts say the biggest question for suppliers, such as Taiwan's Wintek Corp. and Hon Hai Precision Industry Co., is likely to be whether the departure of Apple's creative maestro saps the energy that has produced whole new product segments. Apple's iPhone and iPad, to name just two products, essentially were catalysts for the entire smartphone and tablet industries.
And for competitors─for example, Taiwan's HTC Corp. and South Korea's Samsung Electronics Co. and LG Electronics Co.─any falloff in Apple's marketing prowess could spell opportunity. Some of those same companies also sell Apple parts, however. Samsung has provided chips for the iPad, iPhone and iPod Touch, and the LG Display Co. unit of LG is an iPad supplier.
There is 'risk that [Apple] won't be as innovative as before,' and 'innovation these days is definitely what the [information technology] industry needs,' said Michael Clendenin, managing director of RedTech Advisors in Shanghai. Other companies had worked on tablet PCs before, 'but it was really Steve Jobs that came up with the right kind of software and services that turned that into much more than a machine,' Mr. Clendenin said. 'The problem with [the rest of] the IT industry is they focus too much on the machine and not the content.'
Shares of contract manufacturers fell Thursday. Shares of Hon Hai, which assembles Apple's iPhones and iPads in China, dropped 4.6%. Shares of touch-screen supplier Wintek's fell 6.9%, and those of Taiwan-based Catcher Technology Co., which makes metal casings for Apple, fell 6.8%.
Competitors' stocks rose on hopes that a leadership change might distract the U.S. company. Shares in HTC, a leading rival in smartphones, rose 1.4%, while Samsung's rose 2.4%. LG Electronics's stock gained 1.3%.
Investors reactions, notwithstanding, analysts and executives at Asian technology companies said they don't anticipate immediate shock waves since Mr. Jobs is staying on as chairman and because Apple's product plans are firmly established for the next year. Asian suppliers said last week, for example, that Apple has started ordering parts for a third generation of iPads for release next year.
People in the industry also said there is little reason to think Apple will shake up its manufacturing ties. Chief Operating Officer Tim Cook, Mr. Jobs's hand-picked successor as chief executive, is the person credited with building and managing Apple's supplier relationships.
Apple is a well-established company,' said Samsung Securities analyst Birdy Lu. 'I believe [Mr. Jobs] will still be involved in key decisions.' The combination of Mr. Jobs and Mr. Cook 'should help Apple maintain its competitive edge.'
Apple's growth in recent years has been a boon to its suppliers. Hon Hai, also known as Foxconn, is the world's largest contract manufacturer of electronics and counts Apple as one of its biggest clients. Hon Hai said it believes Apple will continue to thrive. 'Hon Hai and Apple are long-time partners. We believe our relationship will get closer in the future in spite of the management change,' the Taiwan company said.
Hon Hai Chairman Terry Gou long has worked closely with Mr. Cook. After employee suicides last year at Hon Hai's expansive facility in Shenzhen, China, drew international attention, it was Mr. Cook who led an Apple team to China to discuss remedies with Mr. Gou.
Wintek─whose revenue nearly tripled last year largely because of demand for its touch screens, which are used on iPhones and other devices─declined to comment. Catcher also declined to comment.
Asia also has become an increasingly important market for Apple, and any changes after Mr. Jobs's departure could affect Asian cellphone carriers that offer the iPhone.
Mr. Cook has been involved in negotiations with key potential partners in Asia, such as China Mobile Ltd., however, and investors didn't seem concerned. Shares of China Unicom (Hong Kong) Ltd., which sells the iPhone in China, gained 12% Thursday, and shares in Softbank Corp., the only carrier of the iPhone and iPad products in Japan, edged up 1.7%.
'Apple's products fueled Softbank's growth in recent years and personal ties between [Softbank CEO] Masayoshi Son and Steve Jobs may have played a major role in shaping the relationship between the two companies,' said Yusuke Tsunoda, an analyst for Tokai Tokyo Research Center. He said Apple could decide to use multiple carriers in Japan, as the company does in the U.S., which would be a negative development for Softbank. Softbank declined to comment.
Loretta Chao / Lorraine Luk
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