来自印度的六架装满iPhone的巨型飞机,是苹果公司为避开关税冲击而进行的紧急行动的一部分。
Six Jumbo Jets Of iPhones From India Part Of Apple's Scramble To Beat Tariff Blitz 

原始链接: https://www.zerohedge.com/markets/six-jumbo-jets-iphones-india-part-apples-scramble-beat-tariff-blitz

为避免可能大幅提高iPhone价格的潜在关税,苹果据报道启动了“美国iPhone空运行动”。该公司租用六架大型喷气式飞机,在关税截止日期前将约150万部iPhone(600吨)从印度运往美国。这次紧急空运从钦奈出发,包括加快检验速度和将印度的iPhone产量提高20%,其中包括富士康工厂的周日运营。 此次行动的紧迫性源于对关税的担忧,中国制造的iPhone(大部分都在中国生产)的关税可能高达125%,这将导致iPhone价格上涨30%到40%。在对中国以外国家的关税暂时暂停之前,分析师预测iPhone 16的价格将上涨43%。此举凸显了苹果努力多元化其供应链并减轻贸易紧张影响的努力,尤其是在美国iPhone进口中有五分之一来自印度的情况下。分析师对如此高的关税及其对苹果的影响感到惊讶。


原文

Reuters provided more details on a strategic airlift operation that allowed Apple to sidestep tariffs that could have pushed iPhone retail prices above $2,300 per unit. By ramping up chartered air freighter flights, Apple transported approximately 600 tons of iPhones—equivalent to an estimated 1.5 million units—from India to the United States to beat President Trump's "Liberation Day" tariff blitz. 

Sources said Apple chartered six jumbo jets, each with a capacity of 100 tons of iPhones, in recent weeks. There was no confirmation from sources on whether the aircraft used were Boeing 747-8Fs (maximum payload 140 tons) or Boeing 777Fs (maximum payload 102 tons). The planes reportedly departed from Chennai Airport in the southern state of Tamil Nadu. Inspection times were reduced from 30 to just six hours, underscoring the urgency by CEO Tim Cook to transport iPhones to the US before tariff deadlines.

We first reported the emergency iPhone airlift operation on Monday...

Sources also said that Apple's iPhone plants in India increased production above 20% of normal levels to fulfill six jumbo jet loads of iPhones at the company's request: 

In India, Apple stepped up air shipments to meet its goal of a 20% increase in usual production at iPhone plants, attained by adding workers, and temporarily extending operations at the biggest Foxconn India factory to Sundays, the source added.

Two other direct sources confirmed the Foxconn plant in Chennai now runs on Sundays, which is typically a holiday. The plant turned out 20 million iPhones last year, including the latest iPhone 15 and 16 models.

'Operation iPhone Lift to America' comes as some Wall Street analysts warned Trump's tariffs could've increased iphone costs by 30-40%. Most iPhones are made in China, where levies are in excess of 120%. The good news is that a 26% tariff on imports from India has been placed on a 90-day hold—however, this excludes China

Goldman: President Trump increased the US effective tariff rate on Chinese goods to 125%

Before the 90-day pause for countries excluding China, Rosenblatt Securities analysts forecasted that the most affordable iPhone 16 model with a retail price of $799 would cost as much as $1,142 - or about a 43% rise. 

"This whole China tariff thing is playing out right now completely contrary to our expectation that American icon Apple would be kid-gloved, like last time," Rosenblatt analyst Barton Crockett wrote in a note to clients.

Trade data via the supply chain platform Sayari shows that Foxconn India is a major Apple supplier. 

Counterpoint Research estimates that Apple sells 220 million iPhones per year worldwide, and about a fifth of total iPhone imports to the United States now come from India, and the rest from China. 

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