库克6000亿美元渡劫，苹果一只脚“重返美国”

Core Viewpoint - Apple is accelerating its manufacturing return to the U.S. with a $600 billion investment plan over four years, aimed at increasing domestic job opportunities and local production of key components [5][9][28]. Group 1: Investment and Manufacturing Plans - Apple has committed to invest $25 billion in Corning's factory in Kentucky to produce glass for iPhones and Apple Watches sold globally [5][10]. - The overall investment plan has increased by $100 billion compared to two months ago, highlighting Apple's commitment to U.S. manufacturing [5][9]. - The plan includes partnerships with various suppliers to enhance local production capabilities [5][10]. Group 2: Challenges of U.S. Manufacturing - Trump's demand for iPhones to be assembled in the U.S. contrasts with Apple's focus on producing key components domestically [9][10]. - The efficiency and cost of U.S. manufacturing present significant challenges, with assembly costs in the U.S. projected to be ten times higher than in Asia [16][23]. - The total cost of producing an iPhone in the U.S. could reach $3,440, significantly higher than the Asian production cost of $1,199 [17][18]. Group 3: Economic Implications - The imposition of a 25% tariff on imported iPhones has not been sufficient to incentivize Apple to relocate production to the U.S. [19]. - Apple's strategy involves balancing the need for local production with the associated costs, which could impact profit margins [28][29]. - The company has already incurred $800 million in tariff-related costs in the last quarter, with expectations of $1.1 billion in the next quarter [29].