Apple to source all iPhones from India – minister

RT：印度部長稱蘋果將在印度生產(chǎn)所有 iPhone

The tech giant’s plans come amid an escalating trade battle between the US and China

這家科技巨頭的計(jì)劃出臺之際，美中貿(mào)易戰(zhàn)不斷升級

Tech giant Apple plans to move assembly of all iPhones from China to India, according to India’s Ministry of Communications, as cited by local media. The shift comes amid rising trade tensions between Washington and Beijing.

據(jù)印度媒體報(bào)道，印度通信部透露科技巨頭蘋果計(jì)劃將所有 iPhone 的組裝業(yè)務(wù)從中國轉(zhuǎn)移至印度。這一轉(zhuǎn)變正值華盛頓與北京之間貿(mào)易緊張局勢升級之際。

China, where Apple makes most of its iPhones through suppliers such as Foxconn, has been hit by the toughest US tariffs yet. Tensions escalated after President Donald Trump imposed steep 145% duties on some of Chinese imports last month, part of a broader push targeting more than 90 trade partners. Beijing responded with 125% tariffs on US goods and new export curbs.

蘋果公司主要通過富士康等供應(yīng)商在中國生產(chǎn)大部分 iPhone，而中國正遭受美國迄今最嚴(yán)厲的關(guān)稅打擊。上個月特朗普總統(tǒng)對部分中國商品加征 145%的高額關(guān)稅后，緊張局勢升級，這是針對 90 多個貿(mào)易伙伴的廣泛施壓行動之一。北京方面則對美商品加征 125%關(guān)稅并實(shí)施新的出口限制作為回應(yīng)。

On Tuesday, Indian Telecommunications Minister Jyotiraditya Scindia said Apple “has decided to source and produce all its mobile phones in India in the years to come.”

周二，印度電信部長喬蒂拉迪蒂亞·辛迪亞表示，蘋果公司“已決定未來幾年內(nèi)將所有手機(jī)的生產(chǎn)和采購都放在印度。”

Apple CEO Tim Cook reportedly confirmed the production shift during the company’s quarterly earnings call, saying “the majority of iPhones sold in the US will have India as their country of origin.”

據(jù)報(bào)道，蘋果 CEO 蒂姆·庫克在公司季度財(cái)報(bào)電話會議上確認(rèn)了這一生產(chǎn)轉(zhuǎn)移，稱“在美國銷售的大部分 iPhone 將標(biāo)注印度為原產(chǎn)國。”

With more than 60 million iPhones expected to be sold annually in the US by end-2026, Apple would need to double production in India, according to media reports. The company assembled $22 billion worth of devices there in the past year, a 60% increase that brought India’s share to about 20% of global iPhone output. China, however, still accounts for roughly 80% of Apple’s production capacity.

據(jù)媒體報(bào)道，到 2026 年底，預(yù)計(jì)美國市場每年將售出超過 6000 萬部 iPhone，蘋果需將印度產(chǎn)能翻倍才能滿足需求。過去一年，蘋果在印度組裝的設(shè)備價值達(dá) 220 億美元，同比增長 60%，使印度占全球 iPhone 產(chǎn)量的份額提升至約 20%。不過，中國仍占據(jù)蘋果約 80%的生產(chǎn)產(chǎn)能。

iPhone shipments from India to the US reportedly picked up ahead of Trump’s worldwide “reciprocal” tariffs, which took effect on April 5. Apple flew five planeloads of iPhones and other devices from India to the US over three days in late March, the Times of India reported.

據(jù)報(bào)道，在特朗普全球“對等”關(guān)稅于 4 月 5 日生效前，印度向美國出口的 iPhone 發(fā)貨量激增。《印度時報(bào)》稱，蘋果在 3 月下旬三天內(nèi)通過五架次航班將 iPhone 等設(shè)備從印度空運(yùn)至美國。

Apple lost more than $700 billion in market value in the four days following Trump’s tariff announcement. The stock recovered some ground after he offered a temporary reprieve for consumer electronics made in China. The devices are still subject to a separate 20% tax on all Chinese goods. India was hit with a 26% tariff, which is now on hold while it negotiates a trade deal with Washington.

蘋果公司在特朗普宣布關(guān)稅后的四天內(nèi)市值縮水超過 7000 億美元。在他宣布對中國制造的消費(fèi)電子產(chǎn)品暫緩加征關(guān)稅后，股價有所回升。但這些設(shè)備仍需繳納針對所有中國商品單獨(dú)征收的 20%關(guān)稅。印度則面臨 26%的關(guān)稅，目前因正與華盛頓進(jìn)行貿(mào)易談判而暫緩實(shí)施。

Trump says his tariff campaign is part of a broader effort to revive US manufacturing and bring jobs back home. The measures have been paused until July while the administration seeks bilateral agreements.

特朗普表示，他的關(guān)稅行動是重振美國制造業(yè)、讓就業(yè)崗位回流本土的廣泛努力的一部分。相關(guān)措施已暫停至 7 月，期間政府將尋求達(dá)成雙邊協(xié)議。

Indian Trade Minister Piyush Goyal said on Tuesday the two sides were making “very good” progress and expected to finalize a deal soon.

印度貿(mào)易部長皮尤什·戈亞爾周二表示，雙方談判取得"非常良好"進(jìn)展，預(yù)計(jì)很快將敲定協(xié)議。

Industry experts say shifting production from China may not be easy, as high-value components like semiconductors are still made there, and chip manufacturing in India is “five to ten years away.”

行業(yè)專家表示，將生產(chǎn)從中國轉(zhuǎn)移可能并不容易，因?yàn)榘雽?dǎo)體等高價值組件仍在中國制造，而印度的芯片制造能力“還需五到十年才能成熟”。