苹果在印度的iPhone制造业务在2025年5月保持弹性

尽管这标志着较早几个月来创纪录的速度的边缘下降，但该数字仍然超过了2024年的平均每月产量水平。

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

苹果在印度的iPhone制造业务在5月仍然很浮动，耗尽了价值超过15亿卢比（约1.7548亿美元）的智能手机。

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

这比较早的几个月中的创纪录速度略有下降，但仍超过了2024年的平均每月产量水平。

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

这些数字凸显了苹果公司正在进行的对印度的战略枢纽，这是国内销售和全球出口的中心枢纽。

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，苹果在印度的供应商今年已经生产了价值84,000亿卢比的设备。这个数字已经与2024年全部预计的国内消费总数相匹配，表明该地区的生产速度迅速。行业分析师表示，这一趋势可能会继续下去，一年中剩余的时间预计每月产量将平均约15,000亿卢比，禁止地缘政治发展受到任何重大破坏。

India Strengthens Its Role in Apple’s Global Supply Chain

印度加强了在苹果全球供应链中的作用

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.

印度作为苹果的关键生产中心的攀登都受到机会和必要性的驱动。随着美国持续的地缘政治紧张局势和关税威胁，苹果正在重塑其全球制造占地面积。

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

3月，该公司的生产激增价值将近196.6亿卢比，因为它在迫在眉睫的关税之前冲了货。

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

尽管这些职责现在已延迟到七月，但生产势头基本上保持稳定。

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.

塔塔电子（Tata Electronics）已成为苹果印度计划中的重要合作伙伴，现在占当地iPhone输出的35％。这与2024年的份额相比显着上升，这反映了自从收购Wistron在卡纳塔克邦的工厂并购买Pegatron本地业务的多数股权以来的角色。富士康仍然以65％的份额领先，但塔塔（Tata）的快速上升表明，印度境内的供应链景观多样化。

Tariff Tensions Loom Over Future Production Plans

关税紧张局势隐约可见未来的生产计划

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.

尽管取得了成就，但苹果的印度战略并非没有挑战。美国总统唐纳德·特朗普（Donald Trump）呼吁苹果（Apple）在国内制造或面对陡峭的关税增加了一层不确定性。

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.

行业专家警告说，如果苹果要将产量转移到美国，iPhone价格可能会提高15％至20％，因为劳动力和后勤成本更高。即使目前的运营仍在成熟，这一现实使印度成为维持利润率的更可行的选择。

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.

尽管印度的设施主要集中在最终集会上，但核心组成部分仍在中国进口。这使供应链保持脆弱性，印度能力发展的速度仍然比中国在工业繁荣期间的快速发展速度较慢。一些分析师认为，就效率和完整性而言，印度生态系统的竞争可能需要十年的时间。

Apple’s Long-Term Bet on India

苹果对印度的长期下注

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，苹果对印度的承诺似乎很坚定。首席执行官蒂姆·库克（Tim Cook）上个月证实，在美国出售的大多数iPhone将很快起源于印度工厂。

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.

预计在2025年，当地销售也将至少增长15％，这反映了国内需求的增长和消费者对印度制造的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.

也就是说，生产设施继续扩大，富士康在新的班加罗尔工厂和塔塔建造了霍森的额外单位，在Hosur建造了一个分阶段的运营。

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.

在通过生产相关的激励计划和出口需求增加的政府支持下，印度有望在苹果的全球制造渠道中占有更大的份额。