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中美角力中,苹果“两边下注”面临平衡考验

MEAGHAN TOBIN

2025年10月20日

苹果公司首席执行官蒂姆·库克。随着中美两国争夺科技供应链的控制权,苹果正面临一场微妙的平衡考验。 Pedro Pardo/Agence France-Presse — Getty Images

Apple’s chief executive, Tim Cook, has been making similar promises on both sides of the Pacific.

苹果公司首席执行官蒂姆·库克在太平洋两岸都作出了类似的承诺。

In meetings with officials in Beijing this week, Mr. Cook vowed to boost Apple’s investment in China, long the company’s most important market after the United States and the place where it assembles most of its iPhones.

上周在北京与官员会面时,库克表示,苹果将加大在中国的投资。中国长期以来是苹果仅次于美国的最重要市场,也是大部分iPhone的组装地。

Weeks earlier, Mr. Cook had met with President Trump at the White House and promised to invest an additional $100 billion in the United States, saying he would bring more of the company’s supply chain and advanced manufacturing to the country.

几周前,库克曾在白宫与特朗普总统会面,承诺将在美国追加1000亿美元投资,表示将把该公司更多的供应链和先进制造业务带回美国。

The electronics giant is one of many companies facing a delicate balancing act as the world’s two largest economies ramp up their contest for control over global tech supply chains. Officials in both countries have claimed broad authority over supplies of chips and minerals, critical inputs for everything from cars to artificial intelligence systems.

这家电子巨头只是面临微妙平衡考验的众多企业之一,随着世界两大经济体加紧争夺全球科技供应链的主导权,企业不得不谨慎周旋。两国官员都声称对芯片和关键矿产等重要供应拥有广泛管控权,而这些资源是从汽车到人工智能系统等各类产品的关键组成部分。

China welcomed Apple’s deepening cooperation and increased investment, the commerce minister, Wang Wentao, told Mr. Cook on Thursday, according to state media.

据官方媒体报道,中国商务部长王文涛上周四对库克表示,中国欢迎苹果加深合作并扩大在华投资。

On Tuesday, Apple also announced a new donation to expand environmental education at Tsinghua University, one of China’s top universities, in Beijing. It didn’t disclose the amount of either Chinese investment, and a company representative did not immediately comment.

上周二,苹果公司还宣布向中国顶尖学府之一清华大学捐款,用于扩展环境教育项目。但公司并未透露在华投资或此次捐款的具体金额,苹果方面的代表也未立即置评。

Mr. Cook also met with video game designers and visited the set of a music video shot on the iPhone 17 Pro. And he picked up one of the world’s most coveted accessories: a custom Labubu doll, made to look like the Apple chief himself, during a meeting with Kasing Lung, the designer of the Chinese toymaker Pop Mart’s popular dolls.

库克还与电子游戏设计师会面,并参观了使用iPhone 17 Pro拍摄的音乐录影带片场。在与中国玩具制造商泡泡玛特人气玩偶设计师龙家升会面时,他还收获了一个全球炙手可热的收藏品——一款为他量身定制、外形酷似他本人的Labubu玩偶。

Over the past two years, Apple has been fighting to keep a spot among China’s five best-selling phone makers as shoppers have turned to domestic brands like Huawei, Vivo and Oppo.

过去两年里,随着越来越多的消费者转向华为、Vivo和OPPO等本土品牌,苹果一直努力维持其在中国手机销量前五名的位置。

In January, the Chinese government launched a subsidy program for purchases of smartphones in order to boost consumer spending. But such subsidies apply to devices priced below about $840, which makes most of the new iPhone models available in China ineligible.

今年1月,中国政府启动了一项智能手机补贴计划,以刺激消费者支出。但这类补贴仅适用于售价在6000元以下的设备,这使得在中国销售的大多数新款iPhone无法享受补贴。

Despite their high price tags, some Chinese consumers are still interested in the latest iPhones. The iPhone 17 Air, which Mr. Cook promoted during a stop at the Apple store in Beijing’s Wangfujing shopping district this week, sold out just minutes after presale orders opened in China on Friday.

尽管价格高昂,仍有部分中国消费者对最新款iPhone持有浓厚兴趣。库克上周在北京王府井苹果店推广了iPhone 17 Air,该产品于上周五在中国开启预售后仅几分钟便被抢购一空。

The majority of the world’s iPhones are still made in China, though Apple has shifted some production to Vietnam, Thailand and India. In China, most are made by the Apple supplier Foxconn in Zhengzhou, where years of government support and perks like roads, power plants and tax breaks have built up a network of factories known in China as “iPhone city.”

尽管苹果已将部分生产转移至越南、泰国和印度,但全球大多数iPhone仍在中国制造。在中国,绝大多数由苹果供应商富士康在郑州生产。多年来,政府的支持和各种优惠政策——如道路、电厂及税收减免——促成了被称为“中国iPhone城”的庞大工厂群落。

Apple’s reliance on manufacturing in China shows no signs of abating. A recent investigation by China Labor Watch, a labor advocacy group, found that as many as 200,000 people worked in Zhengzhou during the busy ramp-up of iPhone 17 production.

苹果对中国制造的依赖没有减弱的迹象。劳工权益组织中国劳工观察最近的一项调查发现,在iPhone 17的生产紧张加速期,郑州工厂有多达20万人在岗工作。


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