Group 1 - Apple CEO Tim Cook announced a significant investment plan of $2.5 billion to expand collaboration with glass supplier Corning, establishing the largest and most advanced smartphone glass production line in Kentucky [2] - This initiative marks the first time that the outer glass for iPhones and Apple Watches will be fully manufactured in the United States, highlighting Apple's commitment to localization and material innovation [2] - The expansion will make the U.S. the "absolute core" of Apple's glass supply chain, directly serving the global market and effectively mitigating geopolitical risks and tariff pressures [2] Group 2 - Apple's localization strategy extends beyond glass, with plans to invest $600 billion in the U.S. over the next four years, covering key areas such as semiconductors, chip equipment, and 5G infrastructure [2] - Apple has partnered with companies like TSMC, Texas Instruments, and Applied Materials to promote advanced process chip production in the U.S., with its supply chain now covering all 50 states and collaborating with 9,000 suppliers, creating 450,000 jobs [2] - In 2024, Apple is projected to hold an 18.7% share of the global smartphone market, maintaining its position as the leading player [2] Group 3 - Despite accelerating localization efforts, Apple's primary production remains concentrated in Asia, particularly China, where numerous factories, including Foxconn, handle significant iPhone assembly [3] - China's mature smartphone industry chain encompasses chip design, camera modules, batteries, and assembly, making it uniquely capable of producing smartphones entirely within the country [3] - The complete industry chain in China supports Apple's "fastest global delivery cycle," with Cook indicating that U.S. assembly depends on the advancement of robotic arm technology [4]