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Apple's iPhone Production Move To India Signals Broader Tech Exodus From China, With Microsoft And Amazon Following Suit, Says Analyst

Apple's iPhone Production Move To India Signals Broader Tech Exodus From China, With Microsoft And Amazon Following Suit, Says Analyst

蘋果將iPhone生產轉移到印度,分析師表示,這標誌着中國更廣泛的科技流亡現象,微軟和亞馬遜緊隨其後。
Benzinga ·  15:45

Apple Inc. (NASDAQ:AAPL) has commenced the production of its newly launched iPhone 16 series in India, reflecting a broader trend among tech giants like Apple Inc. (NASDAQ:AAPL), Microsoft Corp. (NASDAQ:MSFT), and Amazon.com Inc. (NASDAQ:AMZN) who are turning away from China.

蘋果公司(納斯達克股票代碼:AAPL)已開始在印度生產其新推出的iPhone 16系列,這反映了蘋果公司(納斯達克股票代碼:AAPL)、微軟公司(納斯達克股票代碼:MSFT)和亞馬遜公司(納斯達克股票代碼:AMZN)等科技巨頭紛紛退出中國。

What Happened: Historically, the California-based tech giant relied on China for manufacturing its high-end smartphones, while Indian suppliers focused on low-end and older models. However, the latest reports indicate that Apple is now mass-producing its new iPhone lineup, including the high-end Pro series, in India alongside China, South China Morning Post reported on Thursday.

發生了什麼:從歷史上看,這家總部位於加利福尼亞的科技巨頭依賴中國製造其高端智能手機,而印度供應商則專注於低端和舊型號。但是,據《南華早報》週四報道,最新報道表明,蘋果現在正在印度與中國一起批量生產其新的iPhone產品線,包括高端Pro系列。

Analysts suggest that this move is part of Apple's strategy to diversify its supply chain amid worsening relations between Beijing and Washington. It also highlights Apple's growing confidence in India's advanced manufacturing capabilities.

分析師認爲,此舉是蘋果在北京和華盛頓關係惡化的情況下實現供應鏈多元化戰略的一部分。這也凸顯了蘋果對印度先進製造能力的信心不斷增強。

"These moves reflect a broader shift unfolding where major tech companies like Apple, Microsoft, and Amazon are moving production away from China, given various security and economic risks," stated Karthik Nachiappan, a research fellow at the National University of Singapore's Institute of South Asian Studies.

新加坡國立大學南亞研究所研究員卡爾蒂克·納奇潘表示:「這些舉措反映了正在發生的更廣泛的轉變,鑑於各種安全和經濟風險,蘋果、微軟和亞馬遜等主要科技公司正在將生產轉移出中國。」

Why It Matters: Apple's decision to manufacture the iPhone 16 series in India marks a significant shift in its supply chain strategy. This move comes amid escalating tech tensions between the U.S. and China. Earlier this year, Microsoft Corp. urged its China-based AI team to relocate, highlighting the increasing strain on tech companies operating in China.

爲何重要:蘋果決定在印度生產iPhone 16系列,這標誌着其供應鏈戰略的重大轉變。此舉是在中美之間的科技緊張局勢升級之際採取的。今年早些時候,微軟公司敦促其駐中國的人工智能團隊搬遷,這凸顯了在中國運營的科技公司面臨的壓力越來越大。

Furthermore, OpenAI, backed by Microsoft, announced restrictions on its AI tools in China, reflecting similar concerns.

此外,在微軟的支持下,OpenAI宣佈限制其在中國的人工智能工具,這反映了類似的擔憂。

Meanwhile, Amazon has been ramping up recruitment efforts in China to compete with local e-commerce giants, indicating a nuanced approach to its China strategy.

同時,亞馬遜一直在加大在中國的招聘力度,以與當地的電子商務巨頭競爭,這表明其中國戰略採取了細緻入微的方針。

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Image by FellowNeko via Shutterstock

圖片由 FellowNeko 通過 Shutterstock 拍攝

This story was generated using Benzinga Neuro and edited by Pooja Rajkumari

這個故事是使用 Benzinga Neuro 創作的,由 Pooja Rajkumari

譯文內容由第三人軟體翻譯。


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