🚨印度iPhone工厂火灾后无限期暂停生产 苹果(AAPL.US)或将重新依赖中国供应链 👩🏻🚒
由于上周末印度一座iPhone零部件工厂发生火灾,苹果(AAPL.US)不得不重新依赖中国。印度塔塔电子旗下位于泰米尔纳德邦Hosur市的工厂在火灾后无限期暂停生产,火灾导致至少10人受伤,2人住院。该工厂原计划未来几个月内生产完整的iPhone,目前暂无法确定其是否会继续生产。
该工厂生产iPhone关键背板等零部件,另一栋计划年底开始组装iPhone的建筑尚不明确是否受影响。火灾可能导致苹果在印度的iPhone销量减少约15%。与此同时,苹果股价周二下跌超过3%,巴克莱预计苹果可能削减iPhone 16的产量。
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