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cover of episode Why It's So Hard for Apple to Move Production from China to India

Why It's So Hard for Apple to Move Production from China to India

2025/6/2
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Odd Lots

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People
J
Joe Weisenthal
通过播客和新闻工作,提供深入的经济分析和市场趋势解读。
P
Patrick McGee
T
Tracy Allaway
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Joe Weisenthal: 我个人认为,如果特朗普政府对来自中国的廉价塑料制品征收关税,我是可以接受的。我会减少消费,过一种稍微简朴的生活。将生产转移到美国可能没有太大意义,因为我更希望能够买到价格合理的商品。但是,如果新款iPhone的价格大幅上涨,我会感到不满。 Tracy Allaway: 对iPhone征收关税可能会促使生产转移到离美国更近的地方,但这是否是我们想要的,仍然是一个问题。苹果公司在中国的供应链是经过多年建立起来的,因此期望通过关税迅速将所有生产转移到其他地方是不现实的。建立先进的供应链非常复杂,需要时间和投资。 Patrick McGee: 苹果公司巧妙地对外宣称他们正在将组装转移到其他国家,但实际上组装和生产之间存在很大的区别。即使iPhone的最后一步组装在印度完成,该手机仍然像以往一样依赖中国的供应链。苹果公司在中国的发展离不开中国量身定制的政策、世界领先的产业集群和勤奋的人民。苹果公司通过向中国公司提供硬件工程培训,帮助他们提升技能,从而为中国做出了贡献。

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President Trump wants Apple to make iPhones in America. The company itself has talked about — and to some extent already has been — moving more of its production to other countries, like India. But in reality, Apple remains deeply, deeply enmeshed in the Chinese supply chain. In fact, the rise of Apple, and the iPhone specifically, is the ultimate example of the link between the American and Chinese economies. And while this has been fruitful for shareholders all around the world, and contributed greatly to Chinese economic development, this relationship is also now perceived to be a huge source of geopolitical vulnerability for the United States. On this episode, we speak with Patrick McGee, a reporter at the Financial Times and the author of the new book* Apple In China: The Capture of the World's Greatest Company*. He talks to us about how Apple discovered the opportunity of doing more manufacturing in China, and how close the company has become with Chinese political leadership. We walk through both the politics and the economics that makes it almost impossible to imagine the company building its products anywhere else at significant scale.Odd Lots Live is returning to New York City on June 26. Get your tickets here!)

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