苹果计划转移组装业务至印度引质疑，市场分析师：不现实

Group 1 - Apple plans to shift most of its iPhone assembly business for U.S. sales to India by the end of 2026 due to the impact of U.S. government trade conflicts [1] - Currently, approximately 80% of the 60 million iPhones sold annually in the U.S. are assembled in China, with only 20% assembled in India [1] - The value of iPhones assembled in India is projected to reach $22 billion by March 2025, reflecting a 60% increase from the previous year [1] Group 2 - Analysts express skepticism about the feasibility of moving assembly operations to India, citing cost and sales challenges [2] - The cost of assembling iPhones in India is estimated to be 5% to 8% higher than in China, potentially costing Apple $30 billion to $40 billion if fully transitioned [1] - Concerns are raised regarding whether India's infrastructure can handle the increased production volume [1]