Core Viewpoint - Apple is expanding its iPhone production capacity in India to supply the U.S. market, including the production of the iPhone 17 series, marking the first time all new models, including Pro versions, will be shipped from India from the launch [1][2]. Group 1: Production Expansion - Apple is increasing iPhone production in India through five factories, including two newly operational ones, to mitigate tariff impacts by shifting most U.S. market production from China to India [1]. - The expansion includes Tata Group's factory in Hosur, Tamil Nadu, and Foxconn's facility near Bangalore, with Tata's factories expected to account for half of India's iPhone production in the next two years [1][2]. Group 2: Export Growth - India's iPhone export value reached $7.5 billion over four months starting in April, showing accelerated growth compared to the previous fiscal year's total of $17 billion [1]. Group 3: Strategic Initiatives - Apple aims to diversify its production to reduce the impact of tariffs, with the current quarter expected to face an $1.1 billion adverse effect from tariffs [2]. - The iPhone 17 will feature a new lightweight design and enhanced camera capabilities, with plans for the iPhone 17e to be produced in India and launched early next year [2]. - Apple is also preparing for the production of the iPhone 18 in India, with expansion preparations expected to start in the coming weeks [2]. Group 4: Long-term Commitment - Apple's CEO Tim Cook has committed to investing $600 billion in the U.S. over the next four years to persuade the Trump administration to continue tariff exemptions for iPhones made in India [3]. - Since 2017, Apple has gradually expanded its supplier network in India, with Tata Group becoming the sole iPhone assembler in the country after acquiring Wistron Corp.'s factory [3].
苹果(AAPL.US)印度制造火力全开!五厂扩产迎iPhone 17全系印度首发