蘋果印度供應鏈崛起·第4篇｜Jabil印度四廠，不只是AirPods外殼

3C供應鏈

02/06

2月5日The Economic Times披露：Jabil通過印度子公司Jabil Circuit India在浦那Ranjangaon MIDC工業帶簽下10年期倉儲租賃，計費面積約38,395.6m²，同時強調該動作服務其作為AirPods外殼（plastic casings）供應鏈的一部分。根據工廠維度，我們來盤點Jabil在印度的4個工廠與分工。1｜Pune：AirPods外殼量產與...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020608334095400cd8&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020608334095400cd8&s=b\">3C供應鏈</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0965509283.SGD","symbol_name":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","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 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just AirPods cases","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPD":0.6,"APLY":0.6,"MACW.SI":0.6,"AAPL":0.9,"AAPX":0.6,"AAPU":0.6,"AAPY":0.6,"JBL":1.96,"AAPB":0.6,"AAPW":0.6},"content_text":"2月5日The Economic Times披露：Jabil通過印度子公司Jabil Circuit India在浦那Ranjangaon MIDC工業帶簽下10年期倉儲租賃，計費面積約38,395.6m²， 同時強調該動作服務其作為AirPods外殼（plastic casings）供應鏈的一部分。根據工廠維度，我們來盤點Jabil在印度的4個工廠與分工。1｜Pune：AirPods外殼量產與出海的核心基地Jabil在印度與蘋果供應鏈關聯最緊密的製造落點，在馬哈拉施特拉邦Pune體系。該Pune工廠自2003年起運營，並作為後續印度擴張的既有製造基礎。規模約79,710.8m²、員工約2,500人，從印度出口的主要目的地包括越南與中國。2023年01月29日，Reuters披露Jabil印度子公司開始製造AirPods部件「plastic bodies or enclosures」，並從印度發往中國與越南完成AirPods組裝。2｜Ranjangaon IndoSpace：Green Point結構件擴點（塑膠+金屬）在IndoSpace Industrial Park Ranjangaon落地約5,574.2m²製造空間，用於塑膠與金屬部件製造與裝配，項目主體為Jabil Green Point。該點位為定製化製造與裝配設施，客户登記主體為Jabil Circuit India Pvt. Ltd.，實際使用部門為Jabil內部負責塑膠與金屬部件製造與裝配的業務單元Jabil Green Point。園區佔地約約420,900m²，園區內現代倉儲與輕製造設施面積超過222,967.3m²；IndoSpace整體組合約3,205,154.9m²，覆蓋9個城市、33個工業與物流園區，為結構件製造與輕裝配導入提供載體條件。Green Point能力來源可追溯至2007年Jabil收購台灣Green Point Enterprises，帶來9座工廠與約30,000名員工規模，構成其塑膠與金屬結構件製造能力的來源。公開報道未將Ranjangaon IndoSpace點名為蘋果供貨工廠，僅能確認其承擔塑膠+金屬結構件製造與輕裝配職能。3｜Trichy：第二製造支點2024年09月10日，Jabil披露與Tamil Nadu州政府簽署MoU，推進其在Tiruchirappalli的擴張項目，並明確該項目定位為對Pune既有工廠的製造能力補充；同日Reuters披露該項目投資約$238.2m，預計創造約5,000個崗位。The Economic Times援引知情人士稱，Jabil計劃提高AirPods外殼從印度供應的比例，並考慮由第二工廠承接增量；公開信息尚未披露到具體產線或料號，但「Pune既有供給+Trichy承接增量」的路徑已被媒體明確寫出。4｜Gujarat：硅光子與CPO方向的新站點2025年03月04日，Jabil公告將在Gujarat設立新工廠，基於2024年11月MoU推進post-wafer silicon photonics facility，並納入advanced co-packaged optics（CPO）能力。投資金額方面，Tech in Asia在2025年03月06日的報道口徑為約$125m，看起來和蘋果沒什麼關係。結語｜四廠功能分工盤點Pune落地：作為Jabil在印度與蘋果鏈條綁定最清晰的製造基地，Pune已被公開報道點名承擔AirPods外殼/機殼類部件「plastic bodies or enclosures」的製造，並出口至中國與越南完成組裝；結構件平台（Ranjangaon）：Ranjangaon IndoSpace為Jabil Green Point結構件業務定製建設，2019年導入約5,574.2m²產線空間，用於塑膠與金屬部件製造與輕裝配；擴產承接（Trichy）：Trichy項目在官方口徑中被定位為對Pune製造能力的補充，投資規模約$238.2m、對應約5,000個崗位；媒體敍事將其納入提升AirPods外殼從印度供應比例的增量承接路徑.非蘋果技術佈局（Gujarat）：Gujarat站點被Jabil官方定義為其在印度的第二座工廠，技術方向聚焦post-wafer silicon photonics與advanced CPO能力，投資口徑約$125m，更符合面向光電互連與先進封裝的技術型產能佈局。印度iPhone工廠追蹤（2）｜鴻海清奈：4萬人規模，從整機到顯示模組蘋果印度供應鏈崛起·第 3 篇｜Motherson攜手伯恩，拿到iPhone外殼認證蘋果在印度供應鏈清單：本地力量的嶄露與越南的對照","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"}}}