苹果宁可25%关税，也无法回美国

Core Viewpoint - The article discusses the challenges and implications of relocating manufacturing to the U.S. for companies like Apple, highlighting that the costs may outweigh the benefits of tariffs and emphasizing the difficulty of replicating China's skilled labor force in the U.S. [1][2] Group 1: Manufacturing Costs and Challenges - If iPhones were to be entirely manufactured in the U.S., costs could rise from $1,000 to $3,500, indicating a significant financial burden [1] - The automation rate in iPhone assembly is not comparable to that of chip manufacturing, suggesting that the cost advantages of automation may not apply equally [2] - Tim Cook pointed out that the availability of skilled labor in China is a critical factor that is hard to replicate in other countries, including the U.S. [1] Group 2: Trade and Manufacturing Strategies - The article suggests that a compromise is likely to occur between the U.S. and China, where companies may need to manufacture locally to sell in those markets, exemplified by the phrase "Local for local" [2] - The manufacturing gap between the U.S. and China has become increasingly evident, with companies like Xiaomi and domestic AI technologies showcasing China's capabilities [2] - The U.S. technology sector aims to maintain its global supply chains and avoid decoupling from China, while the Chinese tech sector is focused on building its own ecosystem [2][3] Group 3: Technological Ecosystems - The competition in technology ultimately revolves around the establishment of ecosystems and the application of "full-stack technology," with China aiming to create its own comprehensive system [3] - The article emphasizes that being an independent player in the tech ecosystem is preferable to being a supplier in someone else's chain [3]