Core Viewpoint - Apple CEO Tim Cook stated that he would rather pay a 25% tariff on Chinese-made iPhones than move production back to the United States, highlighting the high costs associated with U.S. manufacturing compared to China [3][8]. Group 1: Reasons for Not Moving Production - The primary reason for not relocating production is labor costs, with Chinese workers earning approximately 3,000-5,000 RMB per month, while U.S. workers require at least 3,000-5,000 USD [5]. - The supply chain ecosystem in China is highly developed, with 90% of iPhone components produced in China and nearby regions, making logistics and sourcing much more efficient compared to the U.S. [7]. - Training and skill levels of workers in China are superior, with Chinese workers achieving higher efficiency and proficiency in precision manufacturing compared to U.S. workers in a short time frame [7][11]. Group 2: Economic Implications - Even with the 25% tariff, manufacturing in China remains over 30% cheaper than relocating to the U.S., making it economically unfeasible for Apple [8]. - The 25% tariff will ultimately be borne by consumers, which could negatively impact Apple's sales in the U.S. market [8]. - Apple generates several hundred billion USD in sales from the Chinese market, making it crucial for the company to maintain a good relationship with Chinese consumers [8][11]. Group 3: Strength of Chinese Manufacturing - China's manufacturing capabilities have significantly improved over the years, with high levels of automation and strict quality control, allowing for rapid market response [11]. - The time required for new iPhone models to go from design to mass production is significantly shorter in China (3-4 months) compared to the U.S. (at least 6 months), indicating a clear efficiency advantage [11]. - The advancements in skills and experience of Chinese engineers and technicians in precision manufacturing have reached world-class levels, reinforcing China's position in global manufacturing [11].
特朗普尴尬了,库克宁愿多付25%关税,也不愿意苹果在美国制造