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Apple Inc. has a backup plan if the U.S.-China trade war gets out of hand.

如果美中贸易战失控,苹果公司有一个备用计划。



The Cupertino, Calif.-based company’s primary manufacturing partner has enough capacity to make all iPhones bound for the U.S. outside of China if necessary, according to a senior executive at Hon Hai Precision Industry Co. The contract manufacturer now makes most of the smartphones in the Chinese mainland.

鸿海精密的一位高管表示,这家总部位于加利福尼亚州库比蒂诺的公司的主要制造伙伴有足够的能力在必要时将所有iPhone运往中国境外的美国市场。这家代工制造商现在在中国大陆生产大部分智能手机。

China is a crucial cog in Apple’s business, the origin of most of its iPhones and iPads as well as its largest international market. But President Donald Trump has threatened Beijing with new tariffs on about $300 billion worth of Chinese goods, an act that would escalate tensions dramatically while levying a punitive tax on Apple’s most profitable product.

在苹果的业务中,中国是一个重要组成部分,它是大多数iPhone和iPad的产地,也是苹果最大的国际市场。但唐纳德·特朗普总统威胁要对价值约3000亿美元的中国商品征收新关税,此举将极大地加剧紧张局势,同时对苹果最赚钱的产品征收惩罚性税收。



Apple has not given Hon Hai instructions to move production out of China, but it is capable of moving lines elsewhere according to customers’ needs, Liu added. The company will respond swiftly and rely on localized manufacturing in response to the trade war, just as it foresaw the need to build a base in the U.S. state of Wisconsin two years ago, he said.

他补充说,苹果尚未向鸿海发出将生产线迁出中国大陆的指示,但它有能力根据客户的需要将生产线转移到其他地方。他说,该公司将迅速做出反应,依靠本地化制造来应对贸易战,就像它两年前预见到需要在美国威斯康星州建立基地一样。

Foxconn would need at least one or two big factories outside China dedicated to serving Apple’s U.S. requirements, Mawston estimated. If Foxconn freed up non-China production capacity for iPhones, other smartphone clients could find their orders temporarily delayed or sidelined in the short-term, he added.

矛斯顿估计,富士康至少需要在中国以外的一两个大型工厂来满足苹果在美国的需求。他补充说,如果富士康释放iPhone在中国以外的产能,其他智能手机客户可能会发现,他们的订单在短期内暂时被推迟或搁置。

And it’s not just about the simple assembly of finished goods. The trade war has disrupted a complex global supply chain involving many countries beyond just China and the U.S. Many components that go into devices aren’t made in the U.S., despite being designed there. A phone chip designed by Apple may come out of a factory in Taiwan, then be packaged somewhere else, before being shipped to China for assembly into an iPhone.

这不仅仅是简单的成品组装。贸易战破坏了一个复杂的全球供应链,涉及中国和美国以外的许多国家。许多设备的部件不是美国制造的,尽管它们是在美国设计的。苹果设计的手机芯片可能会从中国台湾的一家工厂出来,然后在其他地方进行封装,然后运往中国组装成iPhone。



It will also start making networking and server products for the U.S. market by the end of next year, on top of LCDs starting next year, Liu said.

刘洋说,除了明年开始生产的液晶显示屏外,到明年年底,该公司还将开始为美国市场生产网络和服务器产品。