Nokia縮減手機組裝業務外包 可省50億美元

上網時間: 2009年04月02日

市場研究機構iSuppli預測，正採取縮減外包業務策略的手機大廠諾基亞(Nokia)，將停止讓外部公司組裝其手機產品，並因此節省50億美元的合約製造成本。

諾基亞此舉與其他大公司在經濟衰退時期的做法明顯不同，例如IBM就採取了裁員與外包的策略；最近壓力頗大的諾基亞也採取了裁員策略，將削減1,700個職位。「面臨全球經濟衰退和手機買氣低落，諾基亞近幾個月來將部份組裝業務由合約外包商收回到公司內部。」iSuppli首席供應鏈分析師Adam Pick表示。

Pick 表示，諾基亞的舉動是為了因應手機銷售的嚴重下滑；去年年底，諾基亞和市場分析師預測，09年手機市場會衰退10%。去年，諾基亞將其17%的手機組裝業務外包給合約製造商，這些EMS廠包括鴻海(Foxconn)、比亞迪(BYD)、科泰(Elcoteq)和捷普集團(Jabil Circuit)等。

「諾基亞收回外包業務，將使這些EMS廠總共損失50億美元；」Pick表示。而iSuppli也將根據諾基亞的舉措，調降對合約製造業前景的預測。目前，iSuppli預測該領域在09年衰退9.9%，規模從2008年的3,007億美元，來到2,708億美元。

而Pick也認為，該策略對諾基亞來說是有利的，顯示儘管該公司規模龐大，其營運仍然具備相當的靈活性。

(參考原文：Analyst: Nokia could cut $5B in outsourcing，by Rick Merritt)

Analyst: Nokia could cut $5B in outsourcing

Rick Merritt
EE Times
(03/27/2009 5:17 PM EDT)

SAN JOSE, Calif. — In a reverse-outsourcing move, Nokia will stop using external companies to assemble its handsets, cutting a whopping $5 billion in contract manufacturing business, according to an estimate from market watcher iSuppli Corp.

Nokia's response to the economic recession stands in contrast to other big systems companies including IBM that are stepping up layoffs and outsourcing. Nevertheless the handset maker is under intense pressure and recently announced layoffs of 1,700 employees.

"Amid the global economic recession and slowing sales of mobile handsets, Nokia in recent months had begun the process of shifting some of its assembly operations away from contract manufacturers and back inside the company," said Adam Pick, a principal supply chain analyst at iSuppli .

The move comes in response to the severity of the downturn in handsets, Pick said. Late last year Nokia and analysts predicted the handset market would decline ten percent in 2009.

Last year Nokia outsourced the manufacturing of about 17 percent of its mobile phone assemblies to companies including Foxconn International Holdings, BYD, Elcoteq and Jabil Circuit. "Nokia's pull-back will shed more than $5 billion in revenue from electronics contract manufacturers," Pick said.

The market researcher will revise downward its forecast for the contract manufacturing market based on Nokia's move. Previously, iSuppli predicted the sector would shrink by 9.9 percent in 2009 to reach $270.8 billion, down from $300.7 billion in 2008.

The news is a good step for Nokia, showing the company's operational flexibility despite its size, Pick said.