苹果印度iPhone产能占比升至25%，跻身全球第二大iPhone制造基地

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据多家媒体报道，2025 年苹果大幅加码印度 iPhone 生产，产量同比激增 53% 至 5500 万部，占其全球 2.2-2.3 亿部年产能的四分之一，使得印度正式成为苹果第二大 iPhone 制造基地。资料显示，目前苹果在印已实现最新款 iPhone17 全系列组装，涵盖 Pro、Pro Max 高端机型，富士康、塔塔电子、和硕等合作伙伴还同步生产 iPhone15、16 等旧款，产品兼顾...

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等旧款，产品兼顾...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312115431a6b9b22b&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":"LU2461242641.AUD","symbol_name":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312115431a6b9b22b&s=b","article_id":"2618901167","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312115431a6b9b22b&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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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":"据多家媒体报道，2025 年苹果大幅加码印度 iPhone 生产，产量同比激增 53% 至 5500 万部，占其全球 2.2-2.3 亿部年产能的四分之一，使得印度正式成为苹果第二大 iPhone 制造基地。资料显示，目前苹果在印已实现最新款 iPhone17 全系列组装，涵盖 Pro、Pro Max 高端机型，富士康、塔塔电子、和硕等合作伙伴还同步生产 iPhone15、16 等旧款，产品兼顾印度本土销售与全球出口。产能提升背后，印度莫迪政府的生产关联补贴，有效抵消了当地物流成本高、供应链体系不完善的短板，成为苹果扩产的重要推手。据悉，苹果还在持续完善印度本土供应链，正拓展本土合作伙伴，布局锂离子电池、手机与手表外壳、AirPods 配件等零部件的本地生产。不过报告显示，印度电子制造与组装成本仍高于中国、越南。同时，现有智能手机生产补贴将于 3 月 31 日到期。苹果、三星等厂商正与印度政府洽谈新一轮激励政策，以支撑出口增长。为进一步吸引外资加码电子制造，印度在 2026-27 财年预算中出台税收新政，允许外企为特定区域的合约制造商提供设备，五年内豁免相关税务风险，该政策有效期至 2030-31 财年，仅适用于海关保税区工厂。这一政策正是苹果此前积极游说的结果，此前印度旧规让苹果担忧为代工厂购置高端设备会形成 “商业关联”，进而被征收 iPhone 销售利润税。新政免除了外企的后顾之忧，也降低了代工厂的前期资金压力，助力企业快速扩产。印度税务律所 BMR Legal 合伙人表示，这一税收豁免消除了印度电子制造的关键障碍，增强了全球厂商在印建厂的信心。值得一提的是，该旧规并未影响三星，因其在印生产手机主要由自有工厂完成，而非合约制造。","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"}}}