苹果也难逃“咖喱”攻击？印度开380亿巨额罚单，库克彻底懵圈了

Core Viewpoint - Apple is facing significant challenges in India, including a massive $38 billion antitrust fine, as it attempts to diversify its manufacturing away from China and establish a stronger presence in the Indian market [1][2][6]. Group 1: Talent and Market Challenges - Apple is experiencing a "talent drain" with several executives leaving the company, compounding the difficulties faced by CEO Tim Cook [1]. - The company is shifting its production capacity from China to Southeast Asia, particularly India and Vietnam, in response to increasing competition and geopolitical tensions [1]. Group 2: Antitrust Fine and Legal Issues - Apple has been hit with a $38 billion fine in India for antitrust violations, which is unprecedented in scale and has raised questions about the basis for such a penalty [2][6]. - The fine is calculated based on Apple's global annual revenue rather than its local revenue in India, a change that was made by amending India's Competition Law [6][8]. Group 3: Market Dynamics and Future Implications - Other major smartphone manufacturers have faced similar challenges in India, often resulting in fines or frozen assets, indicating a pattern of difficulties for foreign companies operating in the market [4]. - By mid-2025, India is expected to manufacture 23.9 million iPhones, surpassing China as the largest exporter of iPhones to the U.S., with a 44% share of exports [10].