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  • Which one of these Apple gadgets is the odd one out?

    這其中哪一個蘋果產品是最特別的呢?

  • Did you get it?

    你猜到了嗎?

  • The answer is this 2013 Mac Pro.

    答案就是 2013 年的 Mac Pro。

  • Not because it looks like a trashcan but because it's the only one that was assembled in the USA.

    它特別的原因不是因為長得像垃圾桶,而是因為他是唯一一個美國製造的產品。

  • The others were assembled in China.

    其他產品都是中國製造的。

  • Why is that important?

    這為什麼很重要呢?

  • Apple makes their product in China.

    蘋果在中國製造他們的產品。

  • I told Tim Cook, who's a friend of mine, who I liked a lot, "Make your product in the United States.

    我告訴我很喜歡的朋友庫克說:「在美國製造你的產品吧!」

  • "Build those big beautiful plants that go on for miles, it seems."

    「在這裡蓋那些可以長久運作的美麗工廠吧!」

  • President Trump, who is currently in the midst of a trade war with China, wants these Apple products to be more like this one.

    美國總統川普正處於與美國激烈的貿易戰之中,他希望其他的蘋果產品都能和它 (Mac Pro 2013) 一樣。

  • Actually, he wants them to be fully made in the USA.

    事實上,他希望產品都能在美國製造。

  • But Apple, one of the companies most exposed to the trade war, has one of the largest, most deeply-integrated global supply chains.

    但對蘋果公司來說,他們擁有世界數一數二高度整合的大型全球供應鏈,也因此成為被貿易戰影響最深的公司之一。

  • So could Apple ever move production back to the US?

    所以,蘋果真的有可能將產品供應鏈帶回美國嗎?

  • We've taxed China on $300 billion dollars worth of goods and products being sold into our country.

    中國進口價值三兆美元的產品到境內來,他們已經為此繳了稅。

  • Trump's threat of imposing fresh tariffs could drive the cost of Apple's iPhone XS up by about $40.

    川普威脅說要對中國納的關稅可以讓蘋果的 iPhone XS 成本上漲約 40 美元。

  • Fortunately for Apple, that tariff has been postponed until December 15th, and an earlier round of tariffs on circuit boards and computer chips has had minimal impact on the company.

    幸運的是,對中國的關稅政策已經被延後到了十二月十五;而先前對進口線路板和電腦芯片的關稅也不會對公司造成太大的影響。

  • As China and the US keep fighting over trade, Apple is already moving some of its production to avoid tariffs and trade duties, like to India, for example, where many of Apple's major suppliers are relocating.

    當中國和美國之間的貿易戰持續升溫,蘋果已經將一些產品供應鏈從中國移走以逃避關稅,例如,許多供應商都在這期間轉移到了印度。

  • That's no mean feat.

    這無非是一個壯舉。

  • The company moved production out of US years ago, building a global supply network.

    蘋果公司早在多年前就將產品製造從美國移出,而建立了全球性的供應鏈。

  • It lists suppliers in over 25 countries, with some parts made in China since the early 2000s.

    他們供應商位於多達 25 個國家,其中的幾個元件更是從 2000 年初便是由中國製造。

  • The way that I view this is the vast majority of our products are kind of made everywhere.

    我看到的是,我們大部分的產品都是在全世界各處製造的。

  • Largely I think that will carry the day in the future as well.

    而且未來大概也不會有所改變。

  • Others before Trump have tried to get Apple to bring jobs back to America.

    在川普之前的其他總統也曾經嘗試過要將蘋果的工廠移轉回來以提升就業機會。

  • President Obama reportedly asked Steve Jobs what it would take to make iPhones in the US, to which Jobs said, "Those jobs aren't coming back."

    根據傳聞,歐巴馬總統曾向賈伯斯詢問將 iPhone 帶回美國的代價為何,賈伯斯則回應他:「那些工作是回不來的了。」

  • Will there be an Apple product ever made again in the United States?

    蘋果的產品有可能再次回到美國製造嗎?

  • I want there to be.

    我也希望可以。

  • So will there ever say on the back of an Apple product, "Designed in California, assembled in the United States"?

    有沒有可能在未來的某一天,我們可以看到蘋果背後的字寫著:「於加州設計,美國製造」呢?

  • It may.

    也許吧!

  • The company has tried before.

    公司也曾經試過。

  • Remember that Mac Pro?

    記得那台電腦 (Mac Pro) 嗎?

  • It is designed by brilliant engineers in California and assembled here in the USA.

    那是由加州才華洋溢的一位工程師設計並在美國製造的。

  • A series of debts at its main supplier's factory raised questions over working conditions in Asia, so the company invested $100 million to assemble the Mac Pro in Austin, Texas.

    主要供應工廠端的債務導致亞洲的工作條件出現了問題,也因此蘋果公司在國內投資 1 億美元在美國的德州製造了電腦 (Mac Pro )。

  • The reason the Mac Pro was made in the US, that's because it's a pretty low-risk product.

    他們能在美國境內製造電腦,是因為它是一個相對低風險的產品。

  • It's not making a ton of these.

    他們並不需要製造一噸的電腦。

  • So it could move it here, test, and see if it could do US manufacturing.

    所以它可以被轉移、測試、看看美國製造的狀況。

  • And if so, then it could explore the opportunity for other products.

    可能的話,也可以開始探索其他商品回歸的可能性。

  • But the plan in Austin had issues when it came to locally sourcing enough components for the production of the Mac Pro, leading to delays.

    但這個德州奧斯汀的計畫出現了問題,他們無法生產足夠的組件以供應 Mac Pro 的需求,也因此出現了供應的延遲。

  • So what did the company do?

    那麼,公司當時怎麼應對?

  • They imported some of the parts from China, where manufacturers had capacity to keep up with demands.

    他們從中國進口了一些組件,因為那裡的工廠能夠確實達到需求的供應量。

  • How many tool and diemakers do you know in the US now?

    你知道美國總共有多少人在做工具和模具的製造嗎?

  • I could call a meeting around the United States and say, "Will every tool and die maker come to this room tonight?"

    如果我現在馬上召集全美國製造工具模具的人來開會,然後問:「所有人今晚都能來到這間房間嗎?」

  • And we wouldn't fill the room.

    你會發現,來的人數無法填滿這個空間。

  • In China, you would need several cities.

    但在中國,你會需要好幾個城市來容納他們。

  • Recently, production in the Austin plant has fizzled out.

    近期,德州奧斯汀生產的計畫已宣告失敗。

  • And production of the new Mac Pro--

    而最新 Mac Pro 的產品——

  • This is the new Mac Pro.

    這是最新推出的 Mac Pro。

  • Has been relocated back to China, according to people familiar with the plans.

    根據熟悉德州計畫的人所言,它已經被撤回中國製造。

  • With the new Mac Pro, it's not hard at all to shift production back to China.

    有了最新的 Mac Pro,將供應鏈全面撤回中國並非難事。

  • This is Apple's playbook, right?

    這就是蘋果的策略,對吧?

  • They perfected the art of making things in China.

    他們喜歡在中國製造產品。

  • So transitioning the Mac Pro or any other product to China makes a lot of sense for them.

    所以將產品如 Mac Pro 等轉到中國製造是符合他們期待的。

  • So what are Apple's choices if they want to navigate the tariffs?

    那麼面對關稅政策蘋果又會如何應對?

  • They have three options.

    他們有三個選項。

  • Given how expensive and complex moving out is, Apple may just decide to stay in China and at some point potentially pay tariffs, which would likely make Apple products more expensive.

    考慮到將供應鏈轉移到中國外的花費和複雜度,蘋果有可能會決定留在中國並繳納關稅,但產品價格也會因此升高。

  • Or Apple could move manufacturing, just not to the US.

    或者蘋果也可以將製造地移轉到美國以外的地方。

  • India and Vietnam are only two of the countries that are hoping to lure Apple and its suppliers.

    印度和越南是唯一積極想要成為蘋果供應地的兩個國家。

  • Finally, the company could strike an agreement with Trump.

    最後一個方法,蘋果公司也可以嘗試與川普協商。

  • Tim was talking to me about tariffs.

    庫克跟我談過關稅的問題。

  • And one of the things that he made a good case is that Samsung is their number one competitor and Samsung is not paying tariffs because they're based in South Korea.

    他講到一個重要的點是,三星是他們最大的競爭者,但三星卻因為他們的工廠設立在南韓而不用繳納關稅。

  • It's tough for Apple to pay tariffs if they're competing.

    繳納關稅會成為蘋果的一大弱勢。

  • And I thought he made a very compelling argument, so I'm thinking about it.

    我認為他說的挺有說服力,所以我會再考慮看看。

  • In July, Cook said tariff exclusions are key for Apple to make the new Mac Pro in America.

    在七月,庫克表示關稅的豁免與否將會是蘋果是否在美國製造新 Mac Pro 的關鍵。

  • That's what's behind the exclusions.

    這就是豁免關稅的潛在效應。

  • So we're explaining that and hope for a positive outcome.

    我們嘗試去解釋了,也期許能得到正面的結果。

  • We contacted Apple following the latest round of tariffs, but the company declined to comment further.

    我們曾聯絡蘋果公司已得到最新的關稅政策的消息,但公司已拒絕回應。

  • Apple hasn't recently moved any of its manufacturing back to the US, but it says it spent $60 billion supporting 450,000 jobs. with 9,000 US suppliers and companies last year.

    目前為止,蘋果尚未將任何製造工廠移回美國,但公司表示去年他們已經在美國的 9000 個供應商和公司裡投入 600 億美元贊助 45 萬個工作機會。

  • They're even building a new campus in Austin, Texas, the same city where that Mac Pro is no longer being assembled.

    德州的奧斯汀再也沒有生產蘋果的電腦產品,而現在他們正在那裡建造新的校園。

Which one of these Apple gadgets is the odd one out?

這其中哪一個蘋果產品是最特別的呢?

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