苹果印度供应链崛起·第4篇｜Jabil印度四厂，不只是AirPods外壳

3C供应链

02/06

2月5日The Economic Times披露：Jabil通过印度子公司Jabil Circuit India在浦那Ranjangaon MIDC工业带签下10年期仓储租赁，计费面积约38,395.6m²，同时强调该动作服务其作为AirPods外壳（plastic casings）供应链的一部分。根据工厂维度，我们来盘点Jabil在印度的4个工厂与分工。1｜Pune：AirPods外壳量产与...

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casings）供应链的一部分。根据工厂维度，我们来盘点Jabil在印度的4个工厂与分工。1｜Pune：AirPods外壳量产与...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020608334095400cd8&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999002224.SGD","symbol_name":"Allianz Global High Payout SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020608334095400cd8&s=b","article_id":"2609153646","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020608334095400cd8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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cases","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPY":0.6,"JBL":1.96,"APLY":0.6,"AAPL":0.9,"AAPW":0.6,"AAPU":0.6,"AAPD":0.6,"AAPB":0.6,"AAPX":0.6},"content_text":"2月5日The Economic Times披露：Jabil通过印度子公司Jabil Circuit India在浦那Ranjangaon MIDC工业带签下10年期仓储租赁，计费面积约38,395.6m²， 同时强调该动作服务其作为AirPods外壳（plastic casings）供应链的一部分。根据工厂维度，我们来盘点Jabil在印度的4个工厂与分工。1｜Pune：AirPods外壳量产与出海的核心基地Jabil在印度与苹果供应链关联最紧密的制造落点，在马哈拉施特拉邦Pune体系。该Pune工厂自2003年起运营，并作为后续印度扩张的既有制造基础。规模约79,710.8m²、员工约2,500人，从印度出口的主要目的地包括越南与中国。2023年01月29日，Reuters披露Jabil印度子公司开始制造AirPods部件“plastic bodies or enclosures”，并从印度发往中国与越南完成AirPods组装。2｜Ranjangaon IndoSpace：Green Point结构件扩点（塑胶+金属）在IndoSpace Industrial Park Ranjangaon落地约5,574.2m²制造空间，用于塑胶与金属部件制造与装配，项目主体为Jabil Green Point。该点位为定制化制造与装配设施，客户登记主体为Jabil Circuit India Pvt. Ltd.，实际使用部门为Jabil内部负责塑胶与金属部件制造与装配的业务单元Jabil Green Point。园区占地约约420,900m²，园区内现代仓储与轻制造设施面积超过222,967.3m²；IndoSpace整体组合约3,205,154.9m²，覆盖9个城市、33个工业与物流园区，为结构件制造与轻装配导入提供载体条件。Green Point能力来源可追溯至2007年Jabil收购台湾Green Point Enterprises，带来9座工厂与约30,000名员工规模，构成其塑胶与金属结构件制造能力的来源。公开报道未将Ranjangaon IndoSpace点名为苹果供货工厂，仅能确认其承担塑胶+金属结构件制造与轻装配职能。3｜Trichy：第二制造支点2024年09月10日，Jabil披露与Tamil Nadu州政府签署MoU，推进其在Tiruchirappalli的扩张项目，并明确该项目定位为对Pune既有工厂的制造能力补充；同日Reuters披露该项目投资约$238.2m，预计创造约5,000个岗位。The Economic Times援引知情人士称，Jabil计划提高AirPods外壳从印度供应的比例，并考虑由第二工厂承接增量；公开信息尚未披露到具体产线或料号，但“Pune既有供给+Trichy承接增量”的路径已被媒体明确写出。4｜Gujarat：硅光子与CPO方向的新站点2025年03月04日，Jabil公告将在Gujarat设立新工厂，基于2024年11月MoU推进post-wafer silicon photonics facility，并纳入advanced co-packaged optics（CPO）能力。投资金额方面，Tech in Asia在2025年03月06日的报道口径为约$125m，看起来和苹果没什么关系。结语｜四厂功能分工盘点Pune落地：作为Jabil在印度与苹果链条绑定最清晰的制造基地，Pune已被公开报道点名承担AirPods外壳/机壳类部件“plastic bodies or enclosures”的制造，并出口至中国与越南完成组装；结构件平台（Ranjangaon）：Ranjangaon IndoSpace为Jabil Green Point结构件业务定制建设，2019年导入约5,574.2m²产线空间，用于塑胶与金属部件制造与轻装配；扩产承接（Trichy）：Trichy项目在官方口径中被定位为对Pune制造能力的补充，投资规模约$238.2m、对应约5,000个岗位；媒体叙事将其纳入提升AirPods外壳从印度供应比例的增量承接路径.非苹果技术布局（Gujarat）：Gujarat站点被Jabil官方定义为其在印度的第二座工厂，技术方向聚焦post-wafer silicon photonics与advanced CPO能力，投资口径约$125m，更符合面向光电互连与先进封装的技术型产能布局。印度iPhone工厂追踪（2）｜鸿海清奈：4万人规模，从整机到显示模组苹果印度供应链崛起·第 3 篇｜Motherson携手伯恩，拿到iPhone外壳认证苹果在印度供应链清单：本地力量的崭露与越南的对照","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}