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蘋果於印度iPhone產量提高兩倍
uSMART盈立智投 04-13 20:14

蘋果公司(AAPL.US)上一財年在印度組裝了超過70億美元的iPhone,產量增長了兩倍。通過富士康、和碩等合作夥伴的擴產,蘋果目前在印度生產了近7%的iPhone,而2021年印度的iPhone產量估計僅佔全球的1%。

知情人士透露,蘋果的長期合作夥伴在過去一年里迅速增加了裝配線。與此同時,印度總理莫迪推出了一系列刺激措施,以提振當地製造業。

知情人士稱,在截至2023年3月的一年里,蘋果在印度的iPhone出口規模約50億美元,幾乎是上一期的四倍。蘋果可能會嘗試於2023年秋季在印度和中國同時生產下一代iPhone。如果是這樣,這將是iPhone首次同時在印度和中國組裝。如果繼續積極擴張供應商,到2025年,蘋果可能會在印度組裝四分之一的iPhone。

蘋果已經意識到供應鏈多樣化的必要性,它成功地在印度遊說獲得了激勵措施,並推動供應商富士康和和碩等在當地擴大生產。這三家公司在印度總共僱傭了約6萬名員工,在印度生產從iPhone 11到最新的iPhone 14等各種型號的手機。

此外,蘋果公司將於下週在印度開設首批兩家直營店,一家在金融中心孟買,另一家在首都新德里。蘋果首席執行長庫克計劃飛往印度,親自爲這兩家門店揭幕,突顯出印度市場對蘋果日益重要。

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