Apple to source all iPhones from India – minister

RT:印度部长称苹果将在印度生产所有 iPhone
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The tech giant’s plans come amid an escalating trade battle between the US and China

这家科技巨头的计划出台之际,美中贸易战不断升级

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.

据印度媒体报道,印度通信部透露科技巨头苹果计划将所有 iPhone 的组装业务从中国转移至印度。这一转变正值华盛顿与北京之间贸易紧张局势升级之际。

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.

苹果公司主要通过富士康等供应商在中国生产大部分 iPhone,而中国正遭受美国迄今最严厉的关税打击。上个月特朗普总统对部分中国商品加征 145%的高额关税后,紧张局势升级,这是针对 90 多个贸易伙伴的广泛施压行动之一。北京方面则对美商品加征 125%关税并实施新的出口限制作为回应。

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,印度电信部长乔蒂拉迪蒂亚·辛迪亚表示,苹果公司“已决定未来几年内将所有手机的生产和采购都放在印度。”

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.”

据报道,苹果 CEO 蒂姆·库克在公司季度财报电话会议上确认了这一生产转移,称“在美国销售的大部分 iPhone 将标注印度为原产国。”

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.

据媒体报道,到 2026 年底,预计美国市场每年将售出超过 6000 万部 iPhone,苹果需将印度产能翻倍才能满足需求。过去一年,苹果在印度组装的设备价值达 220 亿美元,同比增长 60%,使印度占全球 iPhone 产量的份额提升至约 20%。不过,中国仍占据苹果约 80%的生产产能。

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.

据报道,在特朗普全球“对等”关税于 4 月 5 日生效前,印度向美国出口的 iPhone 发货量激增。《印度时报》称,苹果在 3 月下旬三天内通过五架次航班将 iPhone 等设备从印度空运至美国。

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.

苹果公司在特朗普宣布关税后的四天内市值缩水超过 7000 亿美元。在他宣布对中国制造的消费电子产品暂缓加征关税后,股价有所回升。但这些设备仍需缴纳针对所有中国商品单独征收的 20%关税。印度则面临 26%的关税,目前因正与华盛顿进行贸易谈判而暂缓实施。

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,他的关税行动是重振美国制造业、让就业岗位回流本土的广泛努力的一部分。相关措施已暂停至 7 月,期间政府将寻求达成双边协议。
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Indian Trade Minister Piyush Goyal said on Tuesday the two sides were making “very good” progress and expected to finalize a deal soon.

印度贸易部长皮尤什·戈亚尔周二表示,双方谈判取得"非常良好"进展,预计很快将敲定协议。

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.”

行业专家表示,将生产从中国转移可能并不容易,因为半导体等高价值组件仍在中国制造,而印度的芯片制造能力“还需五到十年才能成熟”。