Core Viewpoint - The potential shift of iPhone production back to the U.S. could lead to significant price increases, with estimates suggesting a rise of at least 25% to as high as 3500 USD, impacting consumer demand and inflation [1][2]. Group 1: Cost Implications - Analysts predict that the current price of the iPhone 16 Pro at 1199 USD could increase to approximately 1500 USD if produced in the U.S. due to labor costs alone [2]. - Wedbush analyst Dan Ives estimates that the price of a U.S.-made iPhone could reach 3500 USD, requiring Apple to invest 30 billion USD over three years to shift just 10% of its supply chain to the U.S. [2]. - Labor costs for assembling and testing an iPhone in the U.S. could reach 200 USD, compared to 40 USD in Asia [3]. Group 2: Labor and Skills Challenges - There is a significant shortage of skilled labor in the U.S., particularly engineers, which complicates the feasibility of manufacturing iPhones domestically [4]. - Apple's CEO Tim Cook noted that the number of engineers in the U.S. is insufficient compared to China, where a large number can fill multiple football fields [4]. Group 3: Supply Chain Complexity - Even if iPhones could be assembled in the U.S., most components are still sourced globally, particularly from Asia, which would still be subject to tariffs [5]. - Currently, key components like semiconductors are temporarily exempt from tariffs, but this could change, leading to further price increases for U.S.-made iPhones [6]. Group 4: Strategic Responses - Unlike Steve Jobs, Tim Cook has engaged with the Trump administration and has sought temporary tariff exemptions for products manufactured in Asia [7]. - Analysts suggest that Apple may consider small-scale production of certain products in the U.S. to negotiate for tariff exemptions, similar to past commitments for the Mac Pro [7].
美国制造的iPhone,多少钱?