【古尔曼:因成本太高 苹果不会将iPhone生产转移到美国】金十数据4月7日讯,科技记者马克・古尔曼发文,认为在美国最新关税政策下,苹果(AAPL.O)仍然不会在这几年内将iPhone手机生产转移到美国本土,这主要是因为成本太高。古尔曼认为,苹果会与其供应链进行谈判,让这些供应链公司给予苹果更低的定价;或进一步调整供应链,将组件供应商/产品组装商分散到全球各地来应对关税挑战,以便于苹果公司在面对美国当局最新关税政策时仍可以保证利润率。此外,古尔曼也提到苹果还有可能对实施产品涨价。例如,2022年日元贬值时,苹果便调涨了日版iPhone的价格;英国脱欧时,英版苹果产品定价也有所上涨。
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