黑莓財報悽慘，分析師振奮？

Blackberry上季財報慘賠，並同時宣布與鴻海旗下富智康(FIH Mobile Limited)策略聯盟，未來五年委其代工手機。鴻海指出，與黑莓『策略合作夥伴關係新創業務』，計畫在2014年初，針對印尼等快速成長智慧型手機市場，以及包括墨西哥在內的其他新興市場，展開合作。據悉，此款產黑莓代號Jakarta的手機，由於鴻海尚未拍板印尼設廠地點，將先在富智康的中國大陸廠製造。

台媒引述MarketWatch報導，Constellation Research分析師Ray Wang指出，投資人並不是因為黑莓有救了而感到興奮，而是富士康具抬轎作價功能，將有利黑莓尋找合作其它夥伴，並順勢找機會嫁入豪門。

外媒另外指出：

Analysts are heartened to some extent by what is seen as substantially less risk to the balance sheet by making Foxconn carry the risk for handsets. That partnership should allow the company to remove some of the liability for inventory, which has led to huge write-downs for BlackBerry this year.


The five-year partnership with contract manufacturer Foxconn will remove our exposure, at least a big part of the exposure, if not a majority of our exposure, of inventory, so I’m hoping we never have to have a conversation going forward about inventory write downs.
- John Chen, CEO of BlackBerry

Foxconn will take on inventory risk and BlackBerry will pay Foxconn for each unit when it is sold.
- Michael Genovese of MKM Partners

史無前例，令人驚艷的『新創業務』模式，客戶無不趨之若鶩，預期富智康明年訂單將如雪片般飛來，營收大補。