US tariffs bite Chinese industry

美国关税对中国产业造成冲击

FT News Briefing

新闻

2025-04-25

11 分钟
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单集简介 ...

Apple plans to shift the assembly of all US-sold iPhones to India as soon as next year, factories in China have begun slowing production and furloughing some workers in the aftermath of US tariffs, and Alphabet shares rose after it reported first-quarter profit surged 46 per cent. Plus, the Trump administration wants to stamp out one of America’s enduring financial pastimes: writing paper cheques. Mentioned in this podcast: Alphabet shares jump as Google search boosts profits Apple aims to source all US iPhones from India in pivot from China A crucial earnings season Is Trump’s drive to kill the paper cheque a ‘no brainer’? Chinese factories slow production and send workers home as US tariffs bite The FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian, Ethan Plotkin, Lulu Smyth, and Marc Filippino. Additional help from Katie McMurran, Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.  Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • Good morning from the Financial Times.

  • Today is Friday, April 25th, and this is your FT News Briefing.

  • Tariffs are pushing some iPhone assembly out of China,

  • and this trade war is also causing a downturn in Chinese manufacturing.

  • Plus, the Trump administration is trying to void paper checks.

  • Something that the non-U.S.

  • mind kind of struggles to comprehend why checks have remained so popular in the U.S.

  • I'm Mark Filippino, and here's the news you need to start your day.

  • Apple plans to shift to India for the assembly of all U.S. iPhones as soon as the end of next year.

  • That's according to FT sources.

  • The company currently assembles most of its phones in China.

  • But U.S.

  • President Donald Trump is targeting the country with massive tariffs, and those have hit Apple hard.

  • Apple still heavily relies on Chinese suppliers for earlier steps in the production process, though.

  • Now, the tech giant has already started diversifying its production to India,

  • but it needs to ramp up its capacity there even more in order to meet U.S. demand.

  • Of course, it's not just U.S. companies in China that have been bitten by tariffs.

  • Chinese factories are slowing production and furloughing some of their workers.

  • Many American companies are now canceling their orders and production lines are feeling the pressure.

  • I'm joined by the FT's Deputy Beijing Bureau Chief, Ryan McMurrow, who's been reporting on this.