特朗普威胁三星：25%

Core Viewpoint - The U.S. President Trump has threatened to impose a 25% tariff on iPhones produced outside the U.S., specifically targeting Apple and similar companies like Samsung, urging Apple to manufacture iPhones domestically instead of in countries like India or China [1][4]. Group 1: Tariff Threat and Market Reaction - Trump stated that if Apple does not produce iPhones in the U.S., it must pay a minimum of 25% in tariffs [1]. - Following the announcement, European stock markets declined, and Apple's stock fell by 3.02% [1]. - Approximately 80% to 90% of the over 60 million iPhones sold annually in the U.S. are manufactured in China, with the remainder produced in India and Vietnam [1]. Group 2: Apple's Production Strategy - Apple plans to shift most of its iPhone production to India starting in the second quarter of this year as part of its strategy to navigate U.S.-China tensions [2]. - Trump expressed discontent with Apple's decision to expand production in India, emphasizing the need for Apple to focus on U.S. manufacturing instead [4]. - Despite Trump's pressure, Apple has only a minimal production presence in the U.S., primarily for the Mac Pro, and 90% of its flagship iPhone models are still assembled in China [5]. Group 3: Investment and Manufacturing Costs - Apple announced a $500 billion investment plan in the U.S., focusing on AI, advanced manufacturing, and domestic supply chain development [5]. - Experts warn that relocating iPhone assembly to the U.S. would be impractical and significantly increase costs, estimating that U.S.-made iPhones could cost at least three times more [5].