苹果向特朗普妥协了？投资6000亿美元，放弃中国制造，开始美国制造？

Core Viewpoint - Apple has a significant reliance on Chinese manufacturing, with over 60% of its core supply chain based in China, and more than 3 million workers in China providing components and assembly services [1][3]. Group 1: Manufacturing Costs and Supply Chain - The material costs for iPhones assembled in China and India account for approximately 45% of the retail price, with assembly costs at 10% and logistics at 6%, resulting in a gross margin of around 39% [5]. - If iPhones were manufactured in the U.S., the costs would increase dramatically. For example, a 256GB iPhone 16 Pro Max would need to retail for $3,440 in the U.S. to maintain a 39% gross margin, compared to $1,199 when manufactured in Asia [6]. Group 2: Political Pressure and Agreements - The U.S. government, particularly under Trump, has expressed dissatisfaction with Apple's manufacturing strategy, threatening to impose tariffs unless Apple shifts production back to the U.S. [3][8]. - An agreement was reached between Trump and Apple, where Apple committed to investing $600 billion in the U.S. and moving some manufacturing back, including the production of glass covers for iPhones and Apple Watches [8].