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作者:爬山虎 文章發於:紐約時報 點擊數:976 更新時間:2012-1-27
翻譯工兵
發佈於2012年01月27日 01:16
How U.S. Lost Out on iPhone Work
美國如何錯失iPhone訂單
When Barack Obama joined Silicon Valley』s top luminaries for dinner in California last February, each guest was asked to come with a question for the president.
去年二月份,奧巴馬在加州與矽谷頂級名流會餐,出席嘉賓每人須向總統提一個問題。
But as Steven P. Jobs of Apple spoke, President Obama interrupted with an inquiry of his own: what would it take to make iPhones in the United States?
輪到蘋果老總喬布斯發言時,奧巴馬用自己的問題打斷他的話:如何才能讓蘋果在美國生產手機?
Not long ago, Apple boasted that its products were made in America. Today, few are. Almost all of the 70 million iPhones, 30 million iPads and 59 million other products Apple sold last year were manufactured overseas.
不久前,蘋果號稱其產品產自美國,如今,幾乎沒有。蘋果公司去年共售出七千萬台手機、三千萬台平板電腦及五千九百萬件其它產品,幾乎全部產自海外。
Why can』t that work come home? Mr. Obama asked.
奧巴馬問到,為什麼這些工作不能回到美國?
Mr. Jobs』s reply was unambiguous. 「Those jobs aren』t coming back,」 he said, according to another dinner guest.
據另一位在場嘉賓講,喬布斯直截了當地答到:"這些工作不會回來了。"
The president』s question touched upon a central conviction at Apple. It isn』t just that workers are cheaper abroad. Rather, Apple』s executives believe the vast scale of overseas factories as well as the flexibility, diligence and industrial skills of foreign workers have so outpaced their American counterparts that 「Made in the U.S.A.」 is no longer a viable option for most Apple products.
總統的提問觸及蘋果的中心信念。不僅僅是海外員工更廉價,蘋果執行官們相信海外工廠的龐大規模及外國工人的靈活性、敬業精神及工業技能遠遠超過美國,以至於對大多數蘋果產品來說"美國製造"不再是一個可行的選項。
Apple has become one of the best-known, most admired and most imitated companies on earth, in part through an unrelenting mastery of global operations. Last year, it earned over $400,000 in profit per employee, more than Goldman Sachs, Exxon Mobil or Google.
蘋果已經成為地球上最著名、最受崇敬、最被他人模仿的公司之一,如此成就部分歸功於蘋果將全球運作發揮得淋漓盡致。去年,蘋果員工人均盈利四十萬美元,超過高盛、埃克森美孚和谷歌。
However, what has vexed Mr. Obama as well as economists and policy makers is that Apple — and many of its high-technology peers — are not nearly as avid in creating American jobs as other famous companies were in their heydays.
但最令奧巴馬、經濟學家、決策者及許多高科技同行沮喪的是:蘋果遠不如其它著名公司那樣熱衷於在它們的鼎盛時期創造美國工作。
Apple employs 43,000 people in the United States and 20,000 overseas, a small fraction of the over 400,000 American workers at General Motors in the 1950s, or the hundreds of thousands at General Electric in the 1980s. Many more people work for Apple』s contractors: an additional 700,000 people engineer, build and assemble iPads, iPhones and Apple』s other products. But almost none of them work in the United States. Instead, they work for foreign companies in Asia, Europe and elsewhere, at factories that almost every electronics designer relies upon to build their wares.
蘋果在美國雇傭四萬三千人,海外員工為兩萬,僅為通用汽車在上世紀五十年代四十萬美國職工的零頭,通用電氣在八十年代的美國僱員也高達數十萬。更多的人則為蘋果的供應商工作:約七十萬人設計、製造、組裝iPads、iPhones及其它蘋果產品。這些人幾乎都不在美國工作,而是受雇於位於亞洲、歐洲及其它地區的外國公司,幾乎每一個的電子工程師都依靠這些廠家生產產品。
「Apple』s an example of why it』s so hard to create middle-class jobs in the U.S. now. If it』s the pinnacle of capitalism, we should be worried. 」 said Jared Bernstein, who until last year was an economic adviser to the White House.
直到去年一直擔任白宮經濟顧問的Jared Bernstein表示:"為什麼在美國創造中產階級職位這麼難,蘋果就是一個例子。如果這就是資本主義的巔峰,我們應當擔憂。"
Apple executives say that going overseas, at this point, is their only option. One former executive described how the company relied upon a Chinese factory to revamp iPhone manufacturing just weeks before the device was due on shelves. Apple had redesigned the iPhone』s screen at the last minute, forcing an assembly line overhaul. New screens began arriving at the plant near midnight.
蘋果執行官稱在目前,走向海外是他們唯一的出路。一位前執行官描述了蘋果如何依靠一家中國公司在發售前僅僅數周對蘋果手機的生產進行調整。蘋果在最後一分鐘改變了手機屏幕的設計,生產線被迫全面調整。新屏幕於深夜陸續運抵廠房。
A foreman immediately roused 8,000 workers inside the company』s dormitories, according to the executive. Each employee was given a biscuit and a cup of tea, guided to a workstation and within half an hour started a 12-hour shift fitting glass screens into beveled frames. Within 96 hours, the plant was producing over 10,000 iPhones a day.
據這位前執行官介紹,一位工頭立刻在公司宿舍內喚醒八千名員工。每位員工派發一塊餅乾和一杯茶,分別指派到各個工作崗位,不到半小時就開始了給斜面框架安裝玻璃屏幕的長達12個小時的班次。96小時之內,這家工廠就以每日過萬台的速度生產手機。
「The speed and flexibility is breathtaking,」 the executive said. 「There』s no American plant that can match that.」
該執行官稱:"這個速度和靈活性令人目瞪口呆,沒有美國工廠可與之匹敵。"
Similar stories could be told about almost any electronics company — and outsourcing has also become common in hundreds of industries, including accounting, legal services, banking, auto manufacturing and pharmaceuticals.
幾乎所有的電子公司都有類似的故事,"外包"在數百個行業已司空見慣,其中包括會計、法律服務、金融、汽車製造和製藥。
But while Apple is far from alone, it offers a window into why the success of some prominent companies has not translated into large numbers of domestic jobs. What』s more, the company』s decisions pose broader questions about what corporate America owes Americans as the global and national economies are increasingly intertwined.
蘋果雖不孤單,但它提供了探究如下問題的窗口:為什麼一些優勢企業的成功未能轉化成大量的國內工作崗位?此外,蘋果的決策還提出了一些更廣的問題,如在全球經濟與國內經濟日益融合的今天,美國企業對美國人有什麼責任?
「Companies once felt an obligation to support American workers, even when it wasn』t the best financial choice,」 said Betsey Stevenson, the chief economist at the Labor Department until last September. 「That』s disappeared. Profits and efficiency have trumped generosity.」
在去年九月前一直擔任勞工部首席經濟學家的Betsey Stevenson表示:"公司過去感到有義務支持美國工人,即使這並非最佳經濟選擇。這些已經消失了,利潤與效率擊敗了慷慨大方。"
Companies and other economists say that notion is naïve. Though Americans are among the most educated workers in the world, the nation has stopped training enough people in the mid-level skills that factories need, executives say.
公司們及其他經濟學家認為這一觀點太天真。執行官們說,儘管美國人是世界上受過最好教育的工人之一,但美國未能培訓出足夠多的為工廠所需的擁有中等技能的人員。
To thrive, companies argue they need to move work where it can generate enough profits to keep paying for innovation. Doing otherwise risks losing even more American jobs over time, as evidenced by the legions of once-proud domestic manufacturers — including G.M. and others — that have shrunk as nimble competitors have emerged.
公司們稱,為了發展,它們必須將工作搬移到能夠創造出足夠利潤以支付研發費用的地區。若非如此則面臨著今後流失更多美國工作的風險,這一點已被通用汽車等那些曾經豪邁的國內製造商所證實,隨著靈活競爭者的崛起,這些老公司已經收縮。
Apple was provided with extensive summaries of The New York Times』s reporting for this article, but the company, which has a reputation for secrecy, declined to comment.
紐約時報向蘋果提供了關於本篇報道的大量信息,但一如該公司的神秘名聲,蘋果未予置評。
This article is based on interviews with more than three dozen current and former Apple employees and contractors — many of whom requested anonymity to protect their jobs — as well as economists, manufacturing experts, international trade specialists, technology analysts, academic researchers, employees at Apple』s suppliers, competitors and corporate partners, and government officials.
本文基於對數十位蘋果現任或前任員工與承包商的採訪,許多受訪者要求對其身份進行保密以求不危及他們的工作。紐約時報還採訪了經濟學家、製造業專家、國際貿易專業人士、技術分析家、學者、蘋果供應商員工、競爭對手、公司夥伴及政府官員。
Privately, Apple executives say the world is now such a changed place that it is a mistake to measure a company』s contribution simply by tallying its employees — though they note that Apple employs more workers in the United States than ever before.
蘋果執行官們私下稱世界變化如此之大,難以用員工人數來衡量企業的貢獻,儘管他們同時也指出蘋果在美僱員比過去任何時候都多。
They say Apple』s success has benefited the economy by empowering entrepreneurs and creating jobs at companies like cellular providers and businesses shipping Apple products. And, ultimately, they say curing unemployment is not their job.
他們認為蘋果的成功通過如下方式造福經濟:加強手機運營商和產品運送公司,並在這些方面創造了就業機會。他們最終認為,減少失業率不是他們的責任。
「We sell iPhones in over a hundred countries,」 a current Apple executive said. 「We don』t have an obligation to solve America』s problems. Our only obligation is making the best product possible.」
蘋果一位現任執行官稱:"我們在一百多個國家銷售手機,我們沒有義務解決美國的問題。我們唯一的責任就是生產出最好的產品。"
『I Want a Glass Screen』
"我想要個玻璃屏幕"
In 2007, a little over a month before the iPhone was scheduled to appear in stores, Mr. Jobs beckoned a handful of lieutenants into an office. For weeks, he had been carrying a prototype of the device in his pocket.
2007年,在蘋果手機正式發售前一個月多一點,喬布斯將數名副手召入辦公室。此前幾周,他一直隨身攜帶著一款蘋果手機原型。
Mr. Jobs angrily held up his iPhone, angling it so everyone could see the dozens of tiny scratches marring its plastic screen, according to someone who attended the meeting. He then pulled his keys from his jeans.
據當時一位在場人講,喬布斯惱怒地舉起他的iPhone,不斷變動角度讓所有的人看清塑料屏幕上的數十道小划痕,接著,他從口袋裡掏出一串鑰匙。
People will carry this phone in their pocket, he said. People also carry their keys in their pocket. 「I won』t sell a product that gets scratched,」 he said tensely. The only solution was using unscratchable glass instead. 「I want a glass screen, and I want it perfect in six weeks.」
喬布斯說,人們會把手機裝在他們的口袋裡,他嚴肅地表示:"我不會賣一隻會划花的產品。"唯一的解決方案就是採用不會划花的玻璃屏。喬布斯說:"我想要玻璃屏,在六個星期內給我搞定。"
After one executive left that meeting, he booked a flight to Shenzhen, China. If Mr. Jobs wanted perfect, there was nowhere else to go.
一位執行官在離開辦公室之後,訂了一張飛往中國深圳的機票。如果喬布斯想要完美,除了深圳無路可走。
For over two years, the company had been working on a project — code-named Purple 2 — that presented the same questions at every turn: how do you completely reimagine the cellphone? And how do you design it at the highest quality — with an unscratchable screen, for instance — while also ensuring that millions can be manufactured quickly and inexpensively enough to earn a significant profit?
在長達兩年多的時間裡,蘋果一直忙於一個代號為"紫二"的項目,每行一步都會碰到同樣的問題:如何將手機的形象推倒重來?如何按照最高的質量標準進行設計——譬如不會划花的屏幕——同時確保數百萬台手機能夠快速地、利潤豐厚地製造出來?
The answers, almost every time, were found outside the United States. Though components differ between versions, all iPhones contain hundreds of parts, an estimated 90 percent of which are manufactured abroad. Advanced semiconductors have come from Germany and Taiwan, memory from Korea and Japan, display panels and circuitry from Korea and Taiwan, chipsets from Europe and rare metals from Africa and Asia. And all of it is put together in China.
幾乎毎一次,答案都在美國之外。儘管各個版本有所不同,但每台iPhone都包含著數百個零部件,其中約90%以上產自海外。先進的半導體來自德國和台灣,內存來自韓國和日本,顯示屏和電路板來自韓國和台灣,晶元來自歐洲,原材料來自非洲和亞洲,然後在中國組裝。
In its early days, Apple usually didn』t look beyond its own backyard for manufacturing solutions. A few years after Apple began building the Macintosh in 1983, for instance, Mr. Jobs bragged that it was 「a machine that is made in America.」 In 1990, while Mr. Jobs was running NeXT, which was eventually bought by Apple, the executive told a reporter that 「I』m as proud of the factory as I am of the computer.」 As late as 2002, top Apple executives occasionally drove two hours northeast of their headquarters to visit the company』s iMac plant in Elk Grove, Calif.
早年間,蘋果經常只在後院尋求製造解決方案。1983年,蘋果機開始投產,喬布斯自豪地宣稱"這是一部產於美國的機器"。1990年,喬布斯執掌NeXT電腦公司(后被蘋果收購)他告訴一名記者:"就我為這台電腦感到驕傲那樣,我為這家工廠感到驕傲。"直到2002年,蘋果高層還不時從總部往東北驅車兩小時視察公司位於加州Elk Grove的iMac生產基地。
But by 2004, Apple had largely turned to foreign manufacturing. Guiding that decision was Apple』s operations expert, Timothy D. Cook, who replaced Mr. Jobs as chief executive last August, six weeks before Mr. Jobs』s death. Most other American electronics companies had already gone abroad, and Apple, which at the time was struggling, felt it had to grasp every advantage.
到了2004年,蘋果已基本上轉向海外工廠。這一決定的倡導者是蘋果運營專家Timothy D. Cook,他在喬布斯去世前六個星期,即去年八月接替喬布斯成為蘋果首席執行官。大多數美國電子公司早已移師海外,在當時處於困境之中的蘋果感到它必須抓住任何一點優勢。
In part, Asia was attractive because the semiskilled workers there were cheaper. But that wasn』t driving Apple. For technology companies, the cost of labor is minimal compared with the expense of buying parts and managing supply chains that bring together components and services from hundreds of companies.
亞洲的吸引力部分地在於廉價的半熟練工人。但蘋果並不看重這一點,作為科技公司,勞工成本在購買零部件、整合來自數百個公司的零部件與服務的"供應鏈管理"等開銷面前顯得微不足道。
For Mr. Cook, the focus on Asia 「came down to two things,」 said one former high-ranking Apple executive. Factories in Asia 「can scale up and down faster」 and 「Asian supply chains have surpassed what』s in the U.S.」 The result is that 「we can』t compete at this point,」 the executive said.
據一名蘋果前任高管稱,對於Cook先生來說,聚焦亞洲歸根結底在於兩點:第一,亞洲工廠可以"快速擴張或縮編";第二,"亞洲供應鏈超過了美國"。結果就是"我們現在無法競爭"。
The impact of such advantages became obvious as soon as Mr. Jobs demanded glass screens in 2007.
這一優勢的影響力在07年喬布斯要求玻璃屏時立即顯現。
For years, cellphone makers had avoided using glass because it required precision in cutting and grinding that was extremely difficult to achieve. Apple had already selected an American company, Corning Inc., to manufacture large panes of strengthened glass. But figuring out how to cut those panes into millions of iPhone screens required finding an empty cutting plant, hundreds of pieces of glass to use in experiments and an army of midlevel engineers. It would cost a fortune simply to prepare.
許多年來,手機製造商們盡量避免使用玻璃屏,因為它要求精確切割和打磨,非常難以實現。蘋果已選用美國公司Corning來生產大幅強化玻璃板。但要將這些玻璃板切割成數百萬片手機屏幕,需要找一家空置的切割工廠、數百片用於試驗的玻璃及一支中等水平的工程師大軍。光是準備工作就要花費巨資。
Then a bid for the work arrived from a Chinese factory.
此時,中國一家工廠前來投標。
When an Apple team visited, the Chinese plant』s owners were already constructing a new wing. 「This is in case you give us the contract,」 the manager said, according to a former Apple executive. The Chinese government had agreed to underwrite costs for numerous industries, and those subsidies had trickled down to the glass-cutting factory. It had a warehouse filled with glass samples available to Apple, free of charge. The owners made engineers available at almost no cost. They had built on-site dormitories so employees would be available 24 hours a day.
當一支蘋果團隊前來考察時,這家中國工廠的股東們已經在建設新的廠房。據一名前蘋果執行官稱,中國經理解釋道:"這是為了萬一蘋果給我們訂單。"中國政府已同意為多項產業提供成本補貼,這些補貼層層下撥至這家玻璃切割廠。向蘋果免費提供的玻璃樣品堆滿了一個倉庫,甚至連工程師都幾乎是免費服務。廠內建有宿舍,職工24小時待命。
The Chinese plant got the job.
中國工廠贏得了訂單。
「The entire supply chain is in China now,」 said another former high-ranking Apple executive. 「You need a thousand rubber gaskets? That』s the factory next door. You need a million screws? That factory is a block away. You need that screw made a little bit different? It will take three hours.」
另一名前蘋果高管表示:"現在所有的供應鏈都在中國了,需要一千片橡膠襯墊?隔壁工廠就有。需要一百萬枚螺絲釘?下一個街區就一家廠。想對螺釘做些改動?三個小時搞定。"
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