特朗普撂狠话，苹果盘前跳水

Core Viewpoint - President Trump has threatened Apple to manufacture iPhones in the U.S. instead of India or elsewhere, stating that failure to comply would result in a minimum 25% tariff on the company [1][2]. Group 1: Impact on Apple - Following Trump's statements, Apple's stock price fell by 4% in pre-market trading [2]. - Apple is attempting to avoid tariffs imposed on Chinese-made goods and plans to have its Indian factories supply "most" iPhones for the U.S. market in the coming months [2]. - Apple aims to transfer all production processes for over 60 million iPhones sold in the U.S. to India by the end of next year [2]. Group 2: Supply Chain Dynamics - Apple's supply chain is heavily reliant on China, with approximately 150 out of 187 top suppliers' factories located there [4]. - Currently, less than 5% of iPhone components are manufactured in the U.S., with the majority produced in mainland China, Taiwan, South Korea, and Japan [4]. - The complexity of Apple's global supply chain, which integrates expertise from multiple Asian countries, makes it impractical to shift production back to the U.S. without efficiency losses [4]. Group 3: Trump's Position - Trump has consistently pushed for companies to bring manufacturing jobs back to the U.S., often targeting Apple in his rhetoric [2]. - He expressed dissatisfaction with Apple's plans to expand production in India, emphasizing the need for the company to focus on U.S. manufacturing [2][3]. - Trump's comments reflect a broader strategy to encourage domestic production and reduce reliance on foreign manufacturing [3].