iPhone "苹果在第一季度末迅速建立起库存，并寻求在第二季度维持这一水平。然而，尽管厂商提前备货，市 场整体仅增长了1%，这表明在经济形势日益严峻的情况下，市场需求依然疲软。"Canalys高级分析师鲁 纳·比约霍夫德(Runar Bjorhovde)表示。 印度为美国制造的智能机最多 目前，苹果及其同行一直在寻求生产多元化，把更多生产转移到印度、越南等国家，以降低与关税和地 缘政治紧张局势相关的风险。这一举动引发了美国总统特朗普的不满，他一直敦促企业在美国本土增加 制造活动。 尽管如此，苹果仍然在中国生产大部分iPhone，且在美国没有智能手机生产线。不过，苹果承诺将在美 国本土雇用更多员工，并在未来四年内在美国投资5000亿美元。 另外，印度iPhone生产线的良率比中国还差一些。据爱集微去年报道，中印越电子（手机）企业协会秘 书长杨述成指出，受工人效率、技术设备成熟度和供应链完善程度等因素的影响，印度工厂的良率与中 国大陆和越南相比有10%左右的差距，但整体情况仍在苹果的可控范围内。(作者/箫雨) 凤凰网科技讯 北京时间7月29日，据彭博社报道，随着苹果公司将更多iPhone组装业务转移到印度，印 ...

Group 1 - Apple's main manufacturing partner, Foxconn, exported 97% of iPhones from India to the US between March and May 2023, significantly higher than the average of 50% in 2024, indicating Apple's efforts to avoid high tariffs imposed by the US on China [1] - During the same period, Foxconn exported iPhones worth $3.2 billion from India, with nearly $1 billion in May alone, following a record $1.3 billion in March. In total, Foxconn exported $4.4 billion worth of iPhones to the US in the first five months of the year, surpassing the projected $3.7 billion for the entire year of 2024 [1] - Apple is accelerating production in India, including airlifting $2 billion worth of iPhone models to the US and lobbying to reduce customs clearance time at Chennai airport from 30 hours to 6 hours, which is a key hub for iPhone exports [1] Group 2 - Counterpoint Research forecasts that by 2025, iPhones manufactured in India will account for 25% to 30% of global iPhone shipments, up from 18% in 2024 [2] - Former US President Trump expressed dissatisfaction with Apple's manufacturing in India, demanding CEO Tim Cook to halt operations there and threatening tariffs on the company [2] - If Trump’s policies are enforced, the cost of "American-made" iPhones could increase significantly, with estimates suggesting a price rise of at least 25%, potentially reaching $3,500, nearly double the current price [2]

Core Viewpoint - The "Make in India" initiative is driving a 6% year-on-year growth in smartphone shipments in 2024, primarily fueled by the export growth of Apple and Samsung, which together account for approximately 94% of India's smartphone exports [1][4]. Group 1: Market Dynamics - Samsung maintains its leading position in India's smartphone manufacturing with a 7% year-on-year growth in shipments, supported by a 13% increase in exports [4][7]. - Foxconn Hon Hai's shipments in India grew by 19% year-on-year, driven by the strong performance of iPhone 14, iPhone 15, and iPhone 13 models [4][7]. - Tata Electronics emerged as the fastest-growing smartphone manufacturer in India in 2024, with a remarkable 107% year-on-year growth, largely attributed to the iPhone 15 and iPhone 16 [4][7]. Group 2: Future Projections - The Indian smartphone manufacturing sector is expected to achieve double-digit growth in 2025, bolstered by government initiatives and the diversification of global supply chains [5][6]. - The local value addition in smartphone manufacturing is anticipated to increase continuously, making India an attractive manufacturing hub due to its large domestic market and low labor costs [5][6]. Group 3: Competitive Landscape - Vivo ranks second in the market with a 14% year-on-year growth, benefiting from the expansion of offline retail channels and a strengthened distribution network [7]. - OPPO faced challenges in 2024, with a 34% decline in shipments due to intense market competition and increased reliance on contract manufacturing [7]. - Dixon became the largest manufacturer in the overall mobile device market, driven by partnerships with Transsion and Motorola, achieving a 39% year-on-year growth in smartphone shipments [8].