蘋果印度iPhone產能佔比升至25%，躋身全球第二大iPhone製造基地

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據多家媒體報道，2025 年蘋果大幅加碼印度 iPhone 生產，產量按年激增 53% 至 5500 萬部，佔其全球 2.2-2.3 億部年產能的四分之一，使得印度正式成為蘋果第二大 iPhone 製造基地。資料顯示，目前蘋果在印已實現最新款 iPhone17 全系列組裝，涵蓋 Pro、Pro Max 高端機型，富士康、塔塔電子、和碩等合作伙伴還同步生產 iPhone15、16 等舊款，產品兼顧...

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11:52","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2618901167","market":"us","top_or_hot":-1,"title":"蘋果印度iPhone產能佔比升至25%，躋身全球第二大iPhone製造基地","media":"C114通信網","content":"<div>\n<p>據多家媒體報道，2025 年蘋果大幅加碼印度 iPhone 生產，產量按年激增 53% 至 5500 萬部，佔其全球 2.2-2.3 億部年產能的四分之一，使得印度正式成為蘋果第二大 iPhone 製造基地。資料顯示，目前蘋果在印已實現最新款 iPhone17 全系列組裝，涵蓋 Pro、Pro Max 高端機型，富士康、塔塔電子、和碩等合作伙伴還同步生產 iPhone15、16 等舊款，產品兼顧...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312115431a6b9b22b&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蘋果印度iPhone產能佔比升至25%，躋身全球第二大iPhone製造基地</title>\n<style 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INCOME \"A2\" ACC"},"translate_title":"Apple's share of iPhone production capacity in India rises to 25%, making it the second largest iPhone manufacturing base in the world","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPY":0.6,"AAPU":0.6,"AAPD":0.6,"AAPX":0.6,"APLY":0.6,"AAPW":0.6,"MACW.SI":0.6,"AAPB":0.6,"AAPL":1.96},"content_text":"據多家媒體報道，2025 年蘋果大幅加碼印度 iPhone 生產，產量按年激增 53% 至 5500 萬部，佔其全球 2.2-2.3 億部年產能的四分之一，使得印度正式成為蘋果第二大 iPhone 製造基地。資料顯示，目前蘋果在印已實現最新款 iPhone17 全系列組裝，涵蓋 Pro、Pro Max 高端機型，富士康、塔塔電子、和碩等合作伙伴還同步生產 iPhone15、16 等舊款，產品兼顧印度本土銷售與全球出口。產能提升背後，印度莫迪政府的生產關聯補貼，有效抵消了當地物流成本高、供應鏈體系不完善的短板，成為蘋果擴產的重要推手。據悉，蘋果還在持續完善印度本土供應鏈，正拓展本土合作伙伴，佈局鋰離子電池、手機與手錶外殼、AirPods 配件等零部件的本地生產。不過報告顯示，印度電子製造與組裝成本仍高於中國、越南。同時，現有智能手機生產補貼將於 3 月 31 日到期。蘋果、三星等廠商正與印度政府洽談新一輪激勵政策，以支撐出口增長。為進一步吸引外資加碼電子製造，印度在 2026-27 財年預算中出台税收新政，允許外企為特定區域的合約製造商提供設備，五年內豁免相關税務風險，該政策有效期至 2030-31 財年，僅適用於海關保税區工廠。這一政策正是蘋果此前積極遊説的結果，此前印度舊規讓蘋果擔憂為代工廠購置高端設備會形成 「商業關聯」，進而被徵收 iPhone 銷售利潤税。新政免除了外企的後顧之憂，也降低了代工廠的前期資金壓力，助力企業快速擴產。印度税務律所 BMR Legal 合夥人表示，這一税收豁免消除了印度電子製造的關鍵障礙，增強了全球廠商在印建廠的信心。值得一提的是，該舊規並未影響三星，因其在印生產手機主要由自有工廠完成，而非合約製造。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}