Apple(US:AAPL) Huan Qiu Wang·2025-05-26 06:25Core Viewpoint - The potential shift of iPhone production to the U.S. could lead to a significant increase in retail prices, exceeding $2000, which is double the current price [2] Group 1: Economic Implications - TechInsights analyst Wayne Lam calculated that moving the iPhone production line entirely to the U.S. would result in retail prices soaring above $2000 [2] - Former Apple manufacturing design manager Matthew Moore noted that while there are benefits to relocating the supply chain, such as reduced environmental costs from overseas transportation, these advantages are minor compared to the challenges that must be overcome [2] Group 2: Talent and Workforce - Apple CEO Tim Cook highlighted a significant disparity in talent density, stating that the number of tool engineers in China could fill multiple football fields, while the U.S. lacks sufficient numbers even for a single room [2] Group 3: Future of iPhone and Strategic Shifts - Apple executives have expressed a cautious outlook on the future of the iPhone, suggesting that in ten years, people may no longer need the device [2] - This sense of urgency has led Apple to shift its R&D focus towards new devices designed for artificial intelligence [2] - Analysts believe that investing heavily in domestic manufacturing may not be wise, as it involves substantial transformation costs and risks missing opportunities in emerging markets [2] Group 4: Consumer Behavior and Market Dynamics - Industry insiders question whether U.S. consumers would be willing to pay $2000 for an iPhone, even if Apple is prepared to absorb the costs [2] - The ongoing debate surrounding "Made in America" reflects the broader context of industrial division in the era of globalization [2]