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蒂姆·库克:苹果在美建厂计划将引发“多米诺骨牌效应”
AppleApple(US:AAPL) 财富FORTUNE·2025-09-23 14:03

Core Viewpoint - Apple CEO Tim Cook believes that the company's $600 billion investment plan for building factories in the U.S. will create a "domino effect" that revitalizes American manufacturing [2][4]. Group 1: Investment and Manufacturing Plans - Apple plans to invest $600 billion over the next four years to build 79 factories in the U.S., which Cook describes as an "extraordinary commitment" [2][4]. - The investment is expected to attract more businesses to the communities where these factories are located, creating a "chain reaction" in the manufacturing sector [4][6]. Group 2: Current Manufacturing Landscape - Since the launch of the iPhone in 2007, Apple has primarily relied on overseas production, particularly in China, where Foxconn employs around 350,000 workers in its Zhengzhou factory [4]. - Approximately 80% of iPhones sold in the U.S. are produced in China, although Apple is shifting some supply chains to India to avoid tariffs [4][5]. Group 3: Challenges and Workforce Issues - Despite the commitment to expand U.S. manufacturing, factors such as the concentration of overseas suppliers and higher labor costs in the U.S. may keep Apple's manufacturing centers in Asia [7][8]. - There is a significant shortage of skilled workers in the U.S. manufacturing sector, with around 400,000 positions currently unfilled, complicating the assembly of iPhones domestically [12][13]. Group 4: Market Reactions and Future Implications - Investors generally view Apple's investment in U.S. manufacturing positively, seeing it as a beneficial move for the country [7]. - Analysts suggest that while Apple's plan may create new manufacturing jobs, replicating its complex global supply chain in the U.S. is unlikely to be feasible [12][14].