川普威胁库克：我不希望你在印度生产iPhone

Core Viewpoint - Apple has been gradually shifting its production focus from China to India, driven by geopolitical risks and cost advantages, despite challenges in quality and consistency [3][4][6]. Group 1: Production Shift - Since the late 1990s, Apple has outsourced production to Chinese factories, particularly Foxconn in Shenzhen and Zhengzhou, benefiting from lower labor costs and efficient supply chain logistics [1]. - The trade war initiated by the Trump administration in 2018 prompted Apple to begin relocating its supply chain and production bases outside of China [3]. - Apple started establishing production bases in India as early as 2017, with approximately 7% of iPhone shipments expected to come from India by the end of 2023, a figure projected to increase in the coming years [4]. Group 2: Geopolitical Influences - Trump's recent comments indicate a desire for Apple to shift production back to the U.S., expressing dissatisfaction with the company's expansion in India [6][8]. - Despite Trump's encouragement for Apple to build factories in the U.S., the feasibility of large-scale iPhone production domestically remains low due to the existing supply chain concentrated in Asia [8][10]. Group 3: Investment Plans - Apple has committed to investing $500 billion in the U.S. over the next four years, including a new server factory in Houston, Texas, to support cloud services [10]. - While Apple is making investments in specific areas within the U.S., the immediate prospect of manufacturing iPhones domestically is challenging due to the lack of necessary infrastructure and workforce [10].