“我們對蘋果在印度的建設不感興趣，他們可以自己照顧自己，”特朗普對蒂姆·庫克說 'We’re not interested in Apple building in India, they can take care of themselves,' Trump to Tim Cook https://tinylink.info/12qo1 记者： Pihu Yadav May 15, 2025, 1:44:17 PM IST (Updated) In Doha, Donald Trump said, "We understand tariffs high, so if Apple wants to make in India for India ok, but it better make in the US for the US." US President Donald Trump took aim at Apple CEO Tim Cook during his Doha visit, criticising the company’s growing manufacturing footprint in India and urging Apple to shift its focus back to domestic production. “I had a little problem with Tim Cook yesterday,” Trump said. “I said to him, my friend, I am treating you very good. You are coming up with $500 billion but now I hear you are building all over India. I don’t want you building in India.” The Cupertino-based tech giant announced an investment of $500 billion in its home country over the next four years. According to the company, the investment plan includes the establishment of a new advanced manufacturing facility in Houston to produce servers that support Apple Intelligence. Trump’s remarks reflect his longstanding position on bringing manufacturing jobs back to the United States, a central theme during his presidency and a key issue as he eyes a return to the White House in 2024. He acknowledged India’s offer to ease trade barriers, saying, “They [India] have offered us a deal where basically they have agreed to charge us literally no tariffs.” But he remained firm in his demand that Apple prioritize American facilities. “I said, Tim, we are treating you really good, we put up with all the plants you built in China for years. We are not interested in you building in India.” The president also added, “India can take care of themselves. They are doing very well. We want you to build here.” Apple, which has been diversifying its supply chain to reduce dependence on China, has ramped up iPhone assembly in India in recent years, working with suppliers like Foxconn and Pegatron. Cook had mentioned in the earnings call that majority of the iPhones sold in the US this quarter will be manufactured in India. The move aligns with the Indian government’s push for local manufacturing and incentives under the Production Linked Incentive (PLI) scheme. ========================== 翻译： 唐納德·特朗普在多哈表示：“我們理解高關稅，所以如果蘋果想在印度為印度製造，那很好，但最好在美國為美國製造。 美國總統唐納德·特朗普在訪問多哈期間將矛頭對準了蘋果首席執行官蒂姆·庫克（Tim Cook），批評該公司在印度不斷擴大的製造足跡，並敦促蘋果將重點轉移回國內生產。 “昨天我和蒂姆·庫克（Tim Cook）有個小問題，”特朗普說。“我對他說，我的朋友，我對你很好。您提出了 5000 億美元，但現在我聽說您在印度各地都在建設。我不希望你在印度建房。 這家總部位於庫比蒂諾的科技巨頭宣布，未來四年將在其祖國投資 5000 億美元。據該公司稱，該投資計劃包括在休斯頓建立一個新的先進位造工廠，以生產支援Apple Intelligence的伺服器。 特朗普的言論反映了他長期以來將製造業工作崗位帶回美國的立場，這是他擔任總統期間的一個中心主題，也是他希望在 2024 年重返白宮的一個關鍵問題。 他承認印度提出放寬貿易壁壘，他說：“他們（印度）向我們提出了一項協定，基本上他們同意不向我們收取任何關稅。 但他仍然堅定地要求蘋果優先考慮美國的設施。“我說，蒂姆，我們對你真的很好，我們忍受了你多年來在中國建造的所有工廠。我們對你在印度建房不感興趣。 總統還補充說，「印度可以照顧好自己。他們做得很好。我們希望你在這裡建造。 蘋果公司一直在實現供應鏈多元化，以減少對中國的依賴，近年來，它與富士康（Foxconn）和和碩（Pegatron）等供應商合作，加大了iPhone在印度的組裝力度。 庫克在財報電話會議上提到，本季度在美國銷售的大部分iPhone將在印度生產。 此舉與印度政府在生產關聯激勵 （PLI） 計劃下推動本地製造和激勵措施相一致。 ============================ 心得 / 評論： 另有報道也說川普承認和庫克發生了摩擦。 總之，按照拜登時代的要求，蘋果在中國撤出，大力進行印度工廠建設，現在又打了水漂了 這種投資環境，是不是過分惡劣，世界第一的公司也是飽受困擾 今晚蘋果多半低走，富士康和和碩在印度響應蘋果做了多少投資呢。 再延伸一下，在墨西哥和東南亞的投資是不是也要浪費了 對台灣電子股也是利空啊 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 123.52.229.184 (中國) ※ 文章網址: https://webptt.cc/bbs/Stock/M.1747301803.A.475.html ※ 編輯: icrose (123.52.229.184 中國), 05/15/2025 17:51:22