杰富瑞:苹果 2026 财年约 900 万部销往美国 iPhone 17/18 系列仍将“中国造”

IT之家
Oct 14, 2025

IT之家 10 月 14 日消息,投资银行杰富瑞(Jefferies)分析师最新报告指出,尽管苹果为规避风险和多元化供应链,已将部分 iPhone 生产任务转移至印度,但现阶段依然依赖中国供应链,预估 2026 财年(于 2025 年 10 月开始)苹果仍需从中国直接向美国市场出口约 900 万部 iPhone。杰富瑞近日发布报告称,苹果公司旨在降低供应链风险的“印度制造”战略,短期内尚无法完全...

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