蘋果在印度的iPhone製造業務在2025年5月保持彈性

儘管這標誌著較早幾個月來創紀錄的速度的邊緣下降，但該數字仍然超過了2024年的平均每月產量水平。

Apple's iPhone manufacturing operations in India remained buoyant in May, churning out smartphones worth over ₹15,000 crore (about $175.48 million).

蘋果在印度的iPhone製造業務在5月仍然很浮動，耗盡了價值超過15億盧比（約1.7548億美元）的智能手機。

This marked a slight slowdown from the record pace seen in earlier months but still outpaced the average monthly production levels seen throughout 2024.

這比較早的幾個月中的創紀錄速度略有下降，但仍超過了2024年的平均每月產量水平。

The figures highlight Apple's ongoing strategic pivot toward India as a central hub for both domestic sales and global exports.

這些數字凸顯了蘋果公司正在進行的對印度的戰略樞紐，這是國內銷售和全球出口的中心樞紐。

By May, Apple's suppliers in India had already manufactured devices worth ₹84,000 crore this year. This number already matches the projected total domestic consumption for all of 2024, indicating the rapid scaling of production in the region. Industry analysts say this trend will likely continue, with monthly output expected to average around ₹15,000 crore for the rest of the year, barring any significant disruptions from geopolitical developments.

到5月，蘋果在印度的供應商今年已經生產了價值84,000億盧比的設備。這個數字已經與2024年全部預計的國內消費總數相匹配，表明該地區的生產速度迅速。行業分析師表示，這一趨勢可能會繼續下去，一年中剩餘的時間預計每月產量將平均約15,000億盧比，禁止地緣政治發展受到任何重大破壞。

India Strengthens Its Role in Apple’s Global Supply Chain

印度加強了在蘋果全球供應鏈中的作用

India's ascent as a key production center for Apple is being driven by both opportunity and necessity. With ongoing geopolitical tensions and tariff threats from the US, Apple is reshaping its global manufacturing footprint.

印度作為蘋果的關鍵生產中心的攀登都受到機會和必要性的驅動。隨著美國持續的地緣政治緊張局勢和關稅威脅，蘋果正在重塑其全球製造佔地面積。

In March, the company saw a production surge worth nearly ₹19,630 crore as it rushed shipments ahead of looming tariffs.

3月，該公司的生產激增價值將近196.6億盧比，因為它在迫在眉睫的關稅之前衝了貨。

While those duties have now been deferred to July, the production momentum has largely held steady.

儘管這些職責現在已延遲到七月，但生產勢頭基本上保持穩定。

Tata Electronics has emerged as a crucial partner in Apple's India plans, now accounting for 35 percent of local iPhone output. This is a notable rise from its 2024 share, reflecting its expanding role since acquiring Wistron's facility in Karnataka and purchasing a majority stake in Pegatron's local operations. Foxconn still leads with a 65 percent share, but Tata's rapid ascent signals a diversifying supply chain landscape within India.

塔塔電子（Tata Electronics）已成為蘋果印度計劃中的重要合作夥伴，現在佔當地iPhone輸出的35％。這與2024年的份額相比顯著上升，這反映了自從收購Wistron在卡納塔克邦的工廠併購買Pegatron本地業務的多數股權以來的角色。富士康仍然以65％的份額領先，但塔塔（Tata）的快速上升表明，印度境內的供應鏈景觀多樣化。

Tariff Tensions Loom Over Future Production Plans

關稅緊張局勢隱約可見未來的生產計劃

Despite its gains, Apple's India strategy is not without challenges. US President Donald Trump's call for Apple to manufacture domestically or face steep tariffs adds a layer of uncertainty.

儘管取得了成就，但蘋果的印度戰略並非沒有挑戰。美國總統唐納德·特朗普（Donald Trump）呼籲蘋果（Apple）在國內製造或面對陡峭的關稅增加了一層不確定性。

Industry experts warn that if Apple were to shift production to the US, iPhone prices could rise by 15 to 20 percent due to higher labor and logistical costs. That reality makes India a more viable option for sustaining margins, even if current operations there are still maturing.

行業專家警告說，如果蘋果要將產量轉移到美國，iPhone價格可能會提高15％至20％，因為勞動力和後勤成本更高。即使目前的運營仍在成熟，這一現實使印度成為維持利潤率的更可行的選擇。

While Indian facilities focus mostly on final assembly, core components continue to be imported from China. This keeps the supply chain vulnerable, and the pace of capability development in India remains slower than China's rapid ramp-up during its industrial boom. Some analysts suggest it could take up to a decade before India's ecosystem rivals China's in terms of efficiency and completeness.

儘管印度的設施主要集中在最終集會上，但核心組成部分仍在中國進口。這使供應鏈保持脆弱性，印度能力發展的速度仍然比中國在工業繁榮期間的快速發展速度較慢。一些分析師認為，就效率和完整性而言，印度生態系統的競爭可能需要十年的時間。

Apple’s Long-Term Bet on India

蘋果對印度的長期下注

Nevertheless, Apple's commitment to India appears firm. CEO Tim Cook confirmed last month that a majority of iPhones sold in the US would soon originate from Indian factories.

然而，蘋果對印度的承諾似乎很堅定。首席執行官蒂姆·庫克（Tim Cook）上個月證實，在美國出售的大多數iPhone將很快起源於印度工廠。

Local sales are also expected to rise by at least 15 percent in 2025, reflecting both growing domestic demand and increasing consumer confidence in India-made iPhones.

預計在2025年，當地銷售也將至少增長15％，這反映了國內需求的增長和消費者對印度製造的iPhone的信心提高。

That said, production facilities continue to expand, with Foxconn launching phased operations at a new Bengaluru plant and Tata building an additional unit in Hosur.

也就是說，生產設施繼續擴大，富士康在新的班加羅爾工廠和塔塔建造了霍森的額外單位，在Hosur建造了一個分階段的運營。

With strong government support through the Production Linked Incentive scheme and increasing export demand, India is poised to capture an even larger share of Apple's global manufacturing pipeline.

在通過生產相關的激勵計劃和出口需求增加的政府支持下，印度有望在蘋果的全球製造渠道中佔有更大的份額。