Phone会因关税价格从1599美元飙涨到2300美元吗？
正文翻译
Last week in Power On: Apple readies its biggest health push yet with a new AI doctor and revamped app.
In a technology world marked by constant upheaval, one thing has remained consistent in recent years: Apple Inc.’s US iPhone prices.
《Power On》栏目上周报道：苹果正筹备其史上最大健康领域布局，推出全新AI医生功能并全面升级健康应用。
在技术行业持续动荡的背景下，苹果公司近年来在美国的iPhone定价策略始终如一。
Apple iPhone Price Hikes Are Now Looking Possible in the US
《苹果iPhone美国售价或将迎来历史性上调》
《苹果iPhone美国售价或将迎来历史性上调》
After years of avoiding iPhone price hikes in the US, Apple could finally be forced to to make increases. Also: The iPhone 17’s design takes shape; the company’s smart home hub remains in flux; and the first iOS 18.5 beta version is released ahead of WWDC.
导语：在多年维持美国市场iPhone售价不变后，苹果或终因关税压力被迫提价。本期同时聚焦iPhone 17设计雏形、智能家居中枢进展悬而未决，以及iOS 18.5首个测试版于WWDC前夕发布。
导语：在多年维持美国市场iPhone售价不变后，苹果或终因关税压力被迫提价。本期同时聚焦iPhone 17设计雏形、智能家居中枢进展悬而未决，以及iOS 18.5首个测试版于WWDC前夕发布。
Last week in Power On: Apple readies its biggest health push yet with a new AI doctor and revamped app.
In a technology world marked by constant upheaval, one thing has remained consistent in recent years: Apple Inc.’s US iPhone prices.
《Power On》栏目上周报道：苹果正筹备其史上最大健康领域布局，推出全新AI医生功能并全面升级健康应用。
在技术行业持续动荡的背景下，苹果公司近年来在美国的iPhone定价策略始终如一。
Since the debut of the iPhone X in 2017, Apple hasn’t increased the starting price of its flagship model from $999. There have been smaller adjustments, such as tweaking the amount charged for storage and introducing larger models like the 11 Pro and 12 Pro Max. In 2023, for instance, Apple enacted a quasi price increase with the iPhone 15: It boosted the starting price of the Pro Max version by $100 by eliminating the lowest capacity option.
自2017年iPhone X问世以来，苹果的旗舰机型起售价始终锚定999美元。期间虽有小幅调整，例如存储容量定价策略变化，或推出更大尺寸的11 Pro、12 Pro Max等机型，但基础价位岿然不动。以2023年为例，苹果借iPhone 15实施了"隐形涨价"：取消Pro Max最低容量版本，变相将起售价抬高100美元。
自2017年iPhone X问世以来，苹果的旗舰机型起售价始终锚定999美元。期间虽有小幅调整，例如存储容量定价策略变化，或推出更大尺寸的11 Pro、12 Pro Max等机型，但基础价位岿然不动。以2023年为例，苹果借iPhone 15实施了"隐形涨价"：取消Pro Max最低容量版本，变相将起售价抬高100美元。
Now, with tariffs hitting Apple’s major sources of production, the specter of a price increase is back in a big way. And that’s raising the question of how large such a hike might be — and how consumers would feel about it.
如今，随着美国关税政策直击苹果核心生产基地，涨价风险以更大规模卷土重来。这引发了关键疑问：涨幅几何？消费者将作何反应？
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如今，随着美国关税政策直击苹果核心生产基地，涨价风险以更大规模卷土重来。这引发了关键疑问：涨幅几何？消费者将作何反应？
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Of course, many shoppers buy phones using installment plans and trade-in programs, so the list price is less relevant. But there’s still the issue of sticker shock. The current $999 level is a psychological threshold that many consumers probably don’t want to cross.
尽管许多消费者通过分期付款或以旧换新计划购机，标价敏感度相对降低，但心理阈值仍不可忽视。当前999美元的定价正是一道心理门槛，多数消费者恐怕不愿轻易逾越。
尽管许多消费者通过分期付款或以旧换新计划购机，标价敏感度相对降低，但心理阈值仍不可忽视。当前999美元的定价正是一道心理门槛，多数消费者恐怕不愿轻易逾越。
That’s why Apple has tried so hard to hang on to that starting price. When Donald Trump imposed tariffs during his first term, Chief Executive Officer Tim Cook convinced the president to exempt the iPhone. Apple also took steps to diversity its supply chain away from China, aiming to insulate itself from trade disputes with that country. That led to new production lines in India, Vietnam, Malaysia, Brazil and Thailand.
这正是苹果竭力维持该价位的原因：特朗普首任期内加征关税时，CEO蒂姆·库克成功游说将iPhone排除在清单之外；同时加速供应链"去中国化"，在印度、越南、马来西亚、巴西、泰国开辟新产线。
这正是苹果竭力维持该价位的原因：特朗普首任期内加征关税时，CEO蒂姆·库克成功游说将iPhone排除在清单之外；同时加速供应链"去中国化"，在印度、越南、马来西亚、巴西、泰国开辟新产线。
When Covid hit in 2020, the diversification efforts sped up. The global pandemic — and manufacturing line shutdowns — made it painfully obvious that building everything in one place wasn’t the best idea. Then there was the toll from US inflation, but Apple held firm to its pricing strategy.
2020年新冠疫情爆发后，供应链多元化进程加速。全球停工潮残酷揭示过度集中生产的风险，叠加美国通胀压力，苹果仍坚守定价策略。
2020年新冠疫情爆发后，供应链多元化进程加速。全球停工潮残酷揭示过度集中生产的风险，叠加美国通胀压力，苹果仍坚守定价策略。
The latest tariffs promise to be the biggest test yet — especially because they go beyond China and extend to the very countries Apple has been shifting toward. As I detailed in a story this past week, these production hubs are all getting hit by the new tariffs:
最新关税政策或成迄今最大挑战——因为其不仅针对中国，更延伸至苹果重点转移的"替代"生产国。据笔者本周报道，这些新兴制造中心均遭重击：
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最新关税政策或成迄今最大挑战——因为其不仅针对中国，更延伸至苹果重点转移的"替代"生产国。据笔者本周报道，这些新兴制造中心均遭重击：
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India, where Apple is increasingly building iPhones and AirPods, will have a 26% tariff.
Vietnam, where the company now makes some AirPods, iPads, Apple Watches and Macs, will be hit with a 46% levy.
Malaysia, where Apple is increasingly producing Macs, will have a 24% tariff.
Thailand, where the company also makes some Macs, will get a 37% levy.
Ireland, within the European unx, gets a 20% tariff. Apple produces some iMacs there.
Indonesia, which will soon begin making AirTags and mesh for the AirPods Max headphones, gets a 32% tariff.
印度（iPhone、AirPods产能持续提升）：26%关税
越南（AirPods、iPad、Apple Watch、Mac部分产线）：46%关税
马来西亚（Mac产能扩大）：24%关税
泰国（部分Mac生产）：37%关税
爱尔兰（部分iMac生产）：20%关税
印尼（即将投产AirTag及AirPods Max组件）：32%关税
Vietnam, where the company now makes some AirPods, iPads, Apple Watches and Macs, will be hit with a 46% levy.
Malaysia, where Apple is increasingly producing Macs, will have a 24% tariff.
Thailand, where the company also makes some Macs, will get a 37% levy.
Ireland, within the European unx, gets a 20% tariff. Apple produces some iMacs there.
Indonesia, which will soon begin making AirTags and mesh for the AirPods Max headphones, gets a 32% tariff.
印度（iPhone、AirPods产能持续提升）：26%关税
越南（AirPods、iPad、Apple Watch、Mac部分产线）：46%关税
马来西亚（Mac产能扩大）：24%关税
泰国（部分Mac生产）：37%关税
爱尔兰（部分iMac生产）：20%关税
印尼（即将投产AirTag及AirPods Max组件）：32%关税
The latest tariffs will be 34% for China, bringing its total level to 54%. But the overall picture suggests Apple isn’t going to get as much benefit as hoped from diversifying away from that country. Apple will still be taking a hit on iPhones made in India, AirPods made in Vietnam and Macs made elsewhere in Asia.
中国关税税率虽升至34%（叠加既有税率后达54%），但整体来看，苹果供应链多元化带来的缓冲效应恐不及预期。印度产iPhone、越南产AirPods及亚洲其他地区Mac仍将承受冲击。
中国关税税率虽升至34%（叠加既有税率后达54%），但整体来看，苹果供应链多元化带来的缓冲效应恐不及预期。印度产iPhone、越南产AirPods及亚洲其他地区Mac仍将承受冲击。
There is still a chance that Cook can secure some sort of exemption or that the countries themselves will negotiate better terms. But assuming the levies are fully in place by April 9 as planned, Apple will have a big decision to make: Will it eat the costs of the tariffs, push suppliers to reduce prices, pass on the expense to customers or make further supply chain adjustments? My bet is that Apple will do a combination of all four.
当然，库克仍有可能争取到某种关税豁免权，或相关国家通过谈判达成更优惠条款。但若按计划在4月9日全面实施关税，苹果将面临重大抉择：是自行消化关税成本、施压供应商降价、将费用转嫁给消费者，还是进一步调整供应链？笔者认为将多管齐下：
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当然，库克仍有可能争取到某种关税豁免权，或相关国家通过谈判达成更优惠条款。但若按计划在4月9日全面实施关税，苹果将面临重大抉择：是自行消化关税成本、施压供应商降价、将费用转嫁给消费者，还是进一步调整供应链？笔者认为将多管齐下：
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Here’s how things are likely to play out:
For one, you can bet that the company’s procurement teams are pushing component makers and manufacturing partners to offer better pricing. That could help preserve profit margins.
Second, I would imagine Apple is prepared to eat a small percentage of the costs. With a typical hardware margin of around 45%, it has some room to play with if needed.
Third, while the company is still in assessment mode, I expect that Apple will seriously consider iPhone price adjustments. It helps that consumers have probably heard about the outside factors here and won’t see it as a cash grab.
Finally, it’s likely that Apple will pursue further supply chain changes. That probably won’t involve a full-scale return to US manufacturing, but the company will try to make itself less vulnerable to tariffs.
以下是可能的发展走向：
1、采购团队强力施压零部件制造商和制造合作伙伴给出更优惠报价，以此维持利润率。
2、有限成本自担：择自行消化部分成本，其硬件业务通常保持约45%的利润率，必要时有让利空间。
3、尽管仍在评估阶段，但苹果应会认真考虑调整iPhone定价。好消息是消费者已了解外部因素影响，不会视此为趁机敛财。
4、苹果大概率将进一步调整供应链。虽不至于全面回归美国制造，但必将设法降低对关税的敏感度。
For one, you can bet that the company’s procurement teams are pushing component makers and manufacturing partners to offer better pricing. That could help preserve profit margins.
Second, I would imagine Apple is prepared to eat a small percentage of the costs. With a typical hardware margin of around 45%, it has some room to play with if needed.
Third, while the company is still in assessment mode, I expect that Apple will seriously consider iPhone price adjustments. It helps that consumers have probably heard about the outside factors here and won’t see it as a cash grab.
Finally, it’s likely that Apple will pursue further supply chain changes. That probably won’t involve a full-scale return to US manufacturing, but the company will try to make itself less vulnerable to tariffs.
以下是可能的发展走向：
1、采购团队强力施压零部件制造商和制造合作伙伴给出更优惠报价，以此维持利润率。
2、有限成本自担：择自行消化部分成本，其硬件业务通常保持约45%的利润率，必要时有让利空间。
3、尽管仍在评估阶段，但苹果应会认真考虑调整iPhone定价。好消息是消费者已了解外部因素影响，不会视此为趁机敛财。
4、苹果大概率将进一步调整供应链。虽不至于全面回归美国制造，但必将设法降低对关税的敏感度。
The company has taken another step to soften the blow. Along with many peers, Apple has been stocking up on inventory stateside for months in anticipation of the tariffs. Units already on US land aren’t subject to the levies. That means Apple theoretically could hold off until the next iPhones in September to make adjustments, if it ultimately does so. The main drawback there is that the company risks making the price hikes the news — rather than its hardware upgrades.
苹果公司近期采取了多项措施以缓解关税冲击。与许多同行一样，苹果已提前数月在美国囤积库存以应对潜在关税（根据规定，已进入美国境内的商品不受新关税限制）。理论上，这使苹果能够推迟至今年9月发布新款iPhone时再调整定价策略，但风险在于"涨价"可能成为舆论焦点，而非产品升级本身。
苹果公司近期采取了多项措施以缓解关税冲击。与许多同行一样，苹果已提前数月在美国囤积库存以应对潜在关税（根据规定，已进入美国境内的商品不受新关税限制）。理论上，这使苹果能够推迟至今年9月发布新款iPhone时再调整定价策略，但风险在于"涨价"可能成为舆论焦点，而非产品升级本身。
Critically, while the diversification efforts aren’t the magic pill Apple had imagined, the tariff numbers outside of China are still an improvement. For instance, the tariff on iPhones exported from India is about half of the proposed levy on China. That’s why Apple will increasingly prioritize iPhones from the India supply chain for its US channels. And while the proposed levy on Vietnam is a whopping 46%, the large number of units that Apple produces still makes that considerably more favorable than the 54% on Chinese goods.
尽管供应链多元化成效未达预期，但中国以外地区的关税仍具相对优势。例如，印度产iPhone的关税税率约为中国的一半，越南产iPhone则面临46%的高额关税，但仍优于中国产品的54%。因此，苹果正优先将印度供应链生产的iPhone投入美国市场。
尽管供应链多元化成效未达预期，但中国以外地区的关税仍具相对优势。例如，印度产iPhone的关税税率约为中国的一半，越南产iPhone则面临46%的高额关税，但仍优于中国产品的54%。因此，苹果正优先将印度供应链生产的iPhone投入美国市场。
If you were to go into the back room of a US Apple retail store today and examine the device boxes, you’re going to see a lot of inventory made in China. But there are increasingly also iPhones made in India, iPads, Apple Watches and AirPods made in Vietnam, and Macs made in Thailand and Vietnam. Over the next several months, you’ll begin to see even more of that diversification in response to the tariffs.
如今走进美国苹果店仓库，中国制造的设备仍占主流，但印度产iPhone、越南产iPad/Apple Watch/AirPods、以及泰国和越南产Mac设备的比例正在增加。未来数月，关税驱动下的多元化将更为显著。
如今走进美国苹果店仓库，中国制造的设备仍占主流，但印度产iPhone、越南产iPad/Apple Watch/AirPods、以及泰国和越南产Mac设备的比例正在增加。未来数月，关税驱动下的多元化将更为显著。
Regardless, make no mistake: Apple hasn’t been afraid to boost prices elsewhere in response to new tax policies, currency fluctuations and inflation. It increased iPhone prices in Japan in 2022, for instance, due to the weakening yen. That same year, prices of iPads and other products went up in Europe and the UK in response to inflation. There was a post-Brexit hike in the UK as well, sending the costs of Macs up significantly.
面对新税政、汇率波动与通胀，苹果在其他市场从不吝于提价：2022年日元贬值致日本iPhone涨价；同年欧洲及英国因通胀上调iPad等产品售价；英国脱欧后Mac价格显著攀升。
面对新税政、汇率波动与通胀，苹果在其他市场从不吝于提价：2022年日元贬值致日本iPhone涨价；同年欧洲及英国因通胀上调iPad等产品售价；英国脱欧后Mac价格显著攀升。
As for supply chain changes, the best strategy in the long run is to have decentralized production hubs in all of the major areas Apple operates in. Brazil and India could serve as models for this approach. Supplier Foxconn Technology Group has been producing more iPhones there, letting Apple avoid the countries’ tariffs.
苹果的终极目标是建立去中心化的区域生产枢纽。巴西和印度是这一模式的试验田：富士康已在两地扩大iPhone生产，以规避关税。
苹果的终极目标是建立去中心化的区域生产枢纽。巴西和印度是这一模式的试验田：富士康已在两地扩大iPhone生产，以规避关税。
Increasing Brazilian production could be a balm for Trump’s levies as well, since the president has only slapped a 10% tariff on exports from there. But the Brazil manufacturing lines are miniscule compared with the ones in Asia, so such a plan would require a hefty expansion. There are also questions about Brazil’s ability to produce the more complex iPhone Pro models. So far, it’s focused on the entry-level versions.
特朗普政府对巴西出口仅征收10%关税，可能成为缓解压力的突破口，但巴西产能远不及亚洲，且难以生产高端Pro机型，目前仅聚焦入门级产品。
特朗普政府对巴西出口仅征收10%关税，可能成为缓解压力的突破口，但巴西产能远不及亚洲，且难以生产高端Pro机型，目前仅聚焦入门级产品。
A less painful outcome would be for countries like Vietnam and Thailand to negotiate with Trump and get him to pull back his measures. Already, there are signs that the countries will play ball with the president. Perhaps even China will eventually work out a compromise with the administration.
较温和的解决方案是越南、泰国等国与特朗普政府谈判降低关税。已有迹象显示相关国家愿配合，甚至中国或最终达成妥协。
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较温和的解决方案是越南、泰国等国与特朗普政府谈判降低关税。已有迹象显示相关国家愿配合，甚至中国或最终达成妥协。
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In any case, there’s little chance that a company like Apple can uproot its manufacturing and return to the US in the next few years. If management truly wants to have meaningful domestic production of the iPhone, it would take at least half a decade to get up and running. And that’s not to mention the impact on iPhone prices. The move would potentially double the cost of Apple devices, a catastrophic development for the company and consumers.
但苹果未来数年将制造重心迁回美国几无可能，如果真要推进，需至少五年筹备，且设备成本也可能翻倍，对企业和消费者均属灾难。
但苹果未来数年将制造重心迁回美国几无可能，如果真要推进，需至少五年筹备，且设备成本也可能翻倍，对企业和消费者均属灾难。
Apple has made grand gestures about investing more in the US, including a February announcement of $500 billion in expenditures during the next four years. But that wasn’t a whole lot more than what Apple had already planned to spend. Cook even showed up to Trump’s inauguration and threw in a cool $1 million to get on the president’s good side. None of this seems to have dissuaded Trump from the tariff plans, which may not bode well for Apple’s efforts to quash a Justice Department lawsuit and fend off regulatory pressure in the EU.
苹果虽高调宣示加码美国投资（包括2月宣布未来四年投入5000亿美元），但这与既定计划相差无几。库克曾出席特朗普就职典礼并豪掷百万美元示好，却未能阻止关税计划，这对苹果应对司法部诉讼及欧盟监管压力的努力亦非吉兆。
苹果虽高调宣示加码美国投资（包括2月宣布未来四年投入5000亿美元），但这与既定计划相差无几。库克曾出席特朗普就职典礼并豪掷百万美元示好，却未能阻止关税计划，这对苹果应对司法部诉讼及欧盟监管压力的努力亦非吉兆。
All this makes little difference for consumers, who are mainly wondering if they’ll have to pay more for an iPhone this fall. On that front, Apple could get more aggressive on trade-in specials and installment plans. The company might even consider reviving its plan for a hardware subscxtion service. If this new world order is indeed here to stay, Apple at least has many ways to cope with it.
对消费者而言，核心问题仍是今秋购机是否需多掏腰包。对此，苹果或强化以旧换新优惠与分期方案，甚至重启硬件订阅服务。如果新关税时代不可避免，苹果至少有诸多应对工具。
对消费者而言，核心问题仍是今秋购机是否需多掏腰包。对此，苹果或强化以旧换新优惠与分期方案，甚至重启硬件订阅服务。如果新关税时代不可避免，苹果至少有诸多应对工具。
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Post Game Q&A
Q: Is Apple Intelligence still coming to China around the middle of this year?
A: All signs point to the company working to get Apple Intelligence into China as soon as possible. I reported earlier that the plan was to have it ready by the middle of the year with iOS 18.5, and there are already signs hidden inside the operating system’s code of the ongoing work. But the first beta doesn’t show any of this externally in China. If there’s any delay, Apple has iOS 18.6 — known as “G” — coming in the summer. It could be part of that software instead. As a refresher: Apple Intelligence in China will continue to use the company’s on-device AI models, but it’s installing what amounts to a censorship engine powered by Alibaba Group Holding Ltd. to satisfy the Chinese government. Apple will also be using Baidu Inc. instead of OpenAI and Google for Visual Intelligence and Siri.
Q：苹果AI功能仍计划今年中旬登陆中国吗？
A：种种迹象表明，苹果正全力加速推进，目标随iOS 18.5落地。系统代码显示相关开发持续进行，但当前测试版尚未体现。若遇延迟，可能整合至iOS 18.6（代号G）。需注意：中国版将采用本地AI模型，并搭载阿里巴巴提供的内容审查引擎，同时以百度替代OpenAI和谷歌支持视觉智能与Siri。
Q: Is Apple Intelligence still coming to China around the middle of this year?
A: All signs point to the company working to get Apple Intelligence into China as soon as possible. I reported earlier that the plan was to have it ready by the middle of the year with iOS 18.5, and there are already signs hidden inside the operating system’s code of the ongoing work. But the first beta doesn’t show any of this externally in China. If there’s any delay, Apple has iOS 18.6 — known as “G” — coming in the summer. It could be part of that software instead. As a refresher: Apple Intelligence in China will continue to use the company’s on-device AI models, but it’s installing what amounts to a censorship engine powered by Alibaba Group Holding Ltd. to satisfy the Chinese government. Apple will also be using Baidu Inc. instead of OpenAI and Google for Visual Intelligence and Siri.
Q：苹果AI功能仍计划今年中旬登陆中国吗？
A：种种迹象表明，苹果正全力加速推进，目标随iOS 18.5落地。系统代码显示相关开发持续进行，但当前测试版尚未体现。若遇延迟，可能整合至iOS 18.6（代号G）。需注意：中国版将采用本地AI模型，并搭载阿里巴巴提供的内容审查引擎，同时以百度替代OpenAI和谷歌支持视觉智能与Siri。
Q: Do you think Apple will still offer more partners beyond OpenAI’s ChatGPT in Siri?
A: Just to recap: While iPhones run Apple Intelligence for tasks like Writing Tools, Genmoji and notification summaries, more advanced jobs that require Siri or “world knowledge” are accomplished via ChatGPT. (The technology still lacks any back-and-forth conversational ability, which is half the point of ChatGPT). When the arrangement was announced at WWDC last year, Apple software chief Craig Federighi confirmed my report from over a year ago indicating that Google Gemini will eventually become a partner too. While a deal between Apple and Google has yet to be struck, I expect one to be in place and announced as early as at WWDC. I also believe there are more partners coming. I’d bet against Meta Platforms Inc.’s Llama making its way into iOS, but others — like Anthropic’s Claude or Perplexity — are certainly on the table.
Q：Siri会否引入除ChatGPT外的更多合作方吗？
A：简要回顾下，虽然iPhone通过“苹果智能”功能处理写作工具、生成表情和通知摘要等任务，但需要Siri或“世界知识”的复杂操作仍需依赖ChatGPT完成（目前该技术仍缺乏ChatGPT标志性的多轮对话能力）。去年苹果软件主管Craig Federighi在WWDC上证实了我一年前的报道——谷歌Gemini模型最终也将加入合作。尽管苹果与谷歌尚未达成协议，但我预计双方可能在WWDC期间宣布合作。此外，更多合作伙伴正在酝酿中。我认为Meta平台公司的Llama模型不会登陆iOS，但其他候选者——如Anthropic的Claude或Perplexity显然已在苹果的考虑范围内。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
A: Just to recap: While iPhones run Apple Intelligence for tasks like Writing Tools, Genmoji and notification summaries, more advanced jobs that require Siri or “world knowledge” are accomplished via ChatGPT. (The technology still lacks any back-and-forth conversational ability, which is half the point of ChatGPT). When the arrangement was announced at WWDC last year, Apple software chief Craig Federighi confirmed my report from over a year ago indicating that Google Gemini will eventually become a partner too. While a deal between Apple and Google has yet to be struck, I expect one to be in place and announced as early as at WWDC. I also believe there are more partners coming. I’d bet against Meta Platforms Inc.’s Llama making its way into iOS, but others — like Anthropic’s Claude or Perplexity — are certainly on the table.
Q：Siri会否引入除ChatGPT外的更多合作方吗？
A：简要回顾下，虽然iPhone通过“苹果智能”功能处理写作工具、生成表情和通知摘要等任务，但需要Siri或“世界知识”的复杂操作仍需依赖ChatGPT完成（目前该技术仍缺乏ChatGPT标志性的多轮对话能力）。去年苹果软件主管Craig Federighi在WWDC上证实了我一年前的报道——谷歌Gemini模型最终也将加入合作。尽管苹果与谷歌尚未达成协议，但我预计双方可能在WWDC期间宣布合作。此外，更多合作伙伴正在酝酿中。我认为Meta平台公司的Llama模型不会登陆iOS，但其他候选者——如Anthropic的Claude或Perplexity显然已在苹果的考虑范围内。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Q: Would Apple be interested in buying or investing in TikTok?
A: This past Friday, Trump extended the pause on a TikTok ban for another 75 days while all the involved parties seek a long-term solution. There is no obvious scenario in which Apple gets involved in TikTok, whether that’s an investment, full-blown acquisition or something else. Apple would rather not attach its brand to a contentious social media entity. It’s also never done a major takeover and hasn’t shown a desire to be a big player in social media. Of course, striking a Trump-friendly deal might help build a stronger relationship with the current administration, and owning TikTok would certainly get more teens on the Apple platform. But — no — this will not happen, so check it off your wish list, if it’s even on there to begin with. The closest Apple will get to TikTok is letting it run on its App Store.
Q：苹果会收购或投资TikTok吗？
A：上周五，特朗普政府将TikTok禁令宽限期再度延长75天，各方正寻求长期解决方案。无论从投资、全面收购或其他形式介入，苹果与TikTok产生实质关联的可能性微乎其微。这家科技巨头向来避免将品牌与争议性社交媒体平台捆绑，既无重大并购先例，也从未表露过进军社交领域的野心。诚然，如果达成符合特朗普倾向的交易或能改善与现政府关系，收购TikTok亦可为苹果生态吸引更多年轻用户，但这一切终将止步于假设。若您曾对此抱有期待，现在可以彻底打消这个念头。苹果与TikTok最深的交集，也仅限于允许其入驻App Store应用商店。
A: This past Friday, Trump extended the pause on a TikTok ban for another 75 days while all the involved parties seek a long-term solution. There is no obvious scenario in which Apple gets involved in TikTok, whether that’s an investment, full-blown acquisition or something else. Apple would rather not attach its brand to a contentious social media entity. It’s also never done a major takeover and hasn’t shown a desire to be a big player in social media. Of course, striking a Trump-friendly deal might help build a stronger relationship with the current administration, and owning TikTok would certainly get more teens on the Apple platform. But — no — this will not happen, so check it off your wish list, if it’s even on there to begin with. The closest Apple will get to TikTok is letting it run on its App Store.
Q：苹果会收购或投资TikTok吗？
A：上周五，特朗普政府将TikTok禁令宽限期再度延长75天，各方正寻求长期解决方案。无论从投资、全面收购或其他形式介入，苹果与TikTok产生实质关联的可能性微乎其微。这家科技巨头向来避免将品牌与争议性社交媒体平台捆绑，既无重大并购先例，也从未表露过进军社交领域的野心。诚然，如果达成符合特朗普倾向的交易或能改善与现政府关系，收购TikTok亦可为苹果生态吸引更多年轻用户，但这一切终将止步于假设。若您曾对此抱有期待，现在可以彻底打消这个念头。苹果与TikTok最深的交集，也仅限于允许其入驻App Store应用商店。
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