币圈半边天
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During his visit to Qatar, Trump revealed in front of the world about his "minor friction" with Apple's CEO — it turns out Cook has been quietly setting up factories across India, which made Trump call a halt.
Trump threatened to impose a 26% tariff on iPhones made in India while using "Made in America" as bait — Apple just promised to invest $500 billion in the US over the next four years and create an additional 20,000 jobs.
However, the Indian market is not a soft target. While Trump claims that "Indian tariffs are too high," he has already been secretly positioning: 70% of India's semiconductor materials come from China, which could be subject to US retroactive tariffs at any time. This tactic of "hitting the cow from the mountain" is quite ruthless, striking China while choking India's manufacturing lifeline.
Apple is now walking a tightrope: production capacity in China cannot be withdrawn, US costs are unbearable, and Indian quality is unreliable. Don't be fooled by the fact that India assembled $22 billion worth of iPhones last year; key components still rely on supplies from China and South Korea. What's more heartbreaking is that American analysts have listed seven major reasons for pessimism about Indian manufacturing — from worker quality to infrastructure, all are below standard.
Interestingly, Cook has maintained an Eastern wisdom-like calm. The CEO, who has masterfully managed Apple's global supply chain, quietly reduced the share of production from China from 78% to 67% last year, with production lines in Vietnam and India gradually coming online. According to supply chain experts, to tap into the market dividends of India's 1.3 billion population, each iPhone must bear about $150 in tariff pressure, making "Made in India" a necessity rather than an option.
The most miserable may be India — just hit by the US tariff hammer, its own industrial upgrade is stuck in an awkward phase. Modi's "Make in India 2.0" hasn't taken off yet and has encountered the harsh winter of globalization. This supply chain earthquake triggered by politics will likely make global consumers pay the price: the latest forecasts indicate that iPhone 17 may see a cost increase of 30%, and by then, the phones in our hands will all be the "crystallization" of geopolitical tensions.
Apple's manufacturing attempts in the US are more like the art of tightrope walking. The Texas factory is still using precision equipment to manually polish Mac Pro components, and the complex supply chain for Cook's prized AR glasses project is destined to be unable to fully "decouple from Asia to America." This silent war between the White House and Cook may trigger a storm that changes the landscape of the global technology industry.
Trump threatened to impose a 26% tariff on iPhones made in India while using "Made in America" as bait — Apple just promised to invest $500 billion in the US over the next four years and create an additional 20,000 jobs.
However, the Indian market is not a soft target. While Trump claims that "Indian tariffs are too high," he has already been secretly positioning: 70% of India's semiconductor materials come from China, which could be subject to US retroactive tariffs at any time. This tactic of "hitting the cow from the mountain" is quite ruthless, striking China while choking India's manufacturing lifeline.
Apple is now walking a tightrope: production capacity in China cannot be withdrawn, US costs are unbearable, and Indian quality is unreliable. Don't be fooled by the fact that India assembled $22 billion worth of iPhones last year; key components still rely on supplies from China and South Korea. What's more heartbreaking is that American analysts have listed seven major reasons for pessimism about Indian manufacturing — from worker quality to infrastructure, all are below standard.
Interestingly, Cook has maintained an Eastern wisdom-like calm. The CEO, who has masterfully managed Apple's global supply chain, quietly reduced the share of production from China from 78% to 67% last year, with production lines in Vietnam and India gradually coming online. According to supply chain experts, to tap into the market dividends of India's 1.3 billion population, each iPhone must bear about $150 in tariff pressure, making "Made in India" a necessity rather than an option.
The most miserable may be India — just hit by the US tariff hammer, its own industrial upgrade is stuck in an awkward phase. Modi's "Make in India 2.0" hasn't taken off yet and has encountered the harsh winter of globalization. This supply chain earthquake triggered by politics will likely make global consumers pay the price: the latest forecasts indicate that iPhone 17 may see a cost increase of 30%, and by then, the phones in our hands will all be the "crystallization" of geopolitical tensions.
Apple's manufacturing attempts in the US are more like the art of tightrope walking. The Texas factory is still using precision equipment to manually polish Mac Pro components, and the complex supply chain for Cook's prized AR glasses project is destined to be unable to fully "decouple from Asia to America." This silent war between the White House and Cook may trigger a storm that changes the landscape of the global technology industry.
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