锚定中国供应链！苹果高管今年首次访华，打卡富士康、欣旺达

21世纪经济报道03-18

2026年3月，苹果高管开启年内首次访华行程，释放持续深化中国供应链合作的明确信号。　　3月17日，Apple首席运营官Sabih Khan首站来到深圳，先后走访欣旺达电池工厂与富士康iPhone总装产线。当天，记者也一同前往，实地探访中国制造在自动化与智能化方面的最新进展。　　Sabih Khan接受21世纪经济报道记者采访时谈道：“深圳和苹果有很大的渊源，我经常来这里拜访。苹果的整个供应链之旅...

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Apple executives visit China for the first time this year to punch Foxconn and Sunwanda","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300207":1.91,"601138":1.89,"AAPB":0.6,"AAPY":0.6,"AAPX":0.6,"AAPW":0.6,"AAPU":0.6,"AAPL":1.97,"MACW.SI":0.6,"AAPD":0.6,"APLY":0.6},"content_text":"2026年3月，苹果高管开启年内首次访华行程，释放持续深化中国供应链合作的明确信号。　　3月17日，Apple首席运营官Sabih Khan首站来到深圳，先后走访欣旺达电池工厂与富士康iPhone总装产线。当天，记者也一同前往，实地探访中国制造在自动化与智能化方面的最新进展。　　Sabih Khan接受21世纪经济报道记者采访时谈道：“深圳和苹果有很大的渊源，我经常来这里拜访。苹果的整个供应链之旅，可以说是从深圳起步。最早是从iMac到iPad、iPhone，都在此完成关键制造环节。过去二三十年间，中国供应链有显著的成长，大家携手合作，比单打独斗能做出更加伟大的成果，彼此是共生关系。”　　同时，他也提到中国“十五五”规划纲要中关于高质量制造、人才与AI的布局，表示将进一步提升整体供应链能力，让过去难以实现的创新成为现实。　　欣旺达与富士康的智能制造　　粤港澳大湾区一直是智能制造的重镇，此次Sabih Khan再度来到深圳，前往欣旺达和富士康的生产基地。　　电池龙头欣旺达与苹果合作长达20年，已从最初的iPod电池供应商，演变为覆盖iPhone、 iPad、Mac、Apple Watch和AirPods等在内的多条产品线的电池成品提供商。　　在欣旺达位于深圳宝安区的电池工厂内，高度自动化的iPhone电池生产线正以惊人的节奏运转。在生产线上，记者观察到，通过多次自动化升级，传统的人力工厂逻辑正在被数字孪生、磁悬浮输送及AI视觉检测等前沿技术重构。　　比如，通过对数字孪生的应用，欣旺达不仅实现远程维护，缩短了对现场设备处理的响应时间，还能够改善产线运营效率。在车间里，磁悬浮产线也被广泛应用于提高生产自动化，该技术利用电磁力推动磁铁移动，通过智能控制电流，实现精准运动。　　同时，苹果与欣旺达联合开发自动光学检测设备，使用iPhone替代传统工业相机，对电池的六个面进行视觉检测，实现“用iPhone生产iPhone电池”。　　欣旺达董事长王威告诉记者：“苹果对供应商的要求极其高，在品质方面，不仅仅强调产品的品质，还包括整个企业经营的形式。其次是供应链管理能力方面，欣旺达在智能制造领域投入，都是和苹果一起共同创新成长的。”　　王威透露，欣旺达与苹果团队多年来保持着紧密协作，共同发掘与升级自动化能力。早在2020年，欣旺达电池产线自动化能力就已经达到了98%，这种长期的技术投入，支撑起了如今高端智能制造的底座。　　如果说欣旺达代表的是核心零部件制造的精密自动化，那么富士康展示了整机制造体系的系统级智能化。作为自第一代iPhone起便深度参与生产的合作伙伴，富士康贯穿了每一代iPhone的制造过程。　　在富士康深圳观澜厂区，记者看到，部分车间已经做到了无人工厂的生产模式，比如自动化检测工站可以做到全流程无人化操作和预测性设备维护。　　产线智能化的程度还在提高，iPhone主板生产线的智能中控中心已经实现了生产运维的数字化孪生；智能备料仓是由满足24小时生产需求的高密度智能储料柜与协作机器人、自动物料车合作，实现备料准确率100%；自动化上料系统解决了传统手工上料效率低、易出错的痛点。　　此外，随着AI逐步深入制造体系，产线工人的角色也在发生变化。对此，苹果方面透露，今年苹果将推出一门专门针对“AI+”的新课程，由苹果工程师和供应链教育团队共同开发，让员工对这些技术有理解，以便在日常工作中进行应用。　　从电池到主板，从单点工艺到整机系统，欣旺达与富士康所呈现的，是中国制造在自动化与数字化层面的持续进阶，也是苹果与供应链深度协同，共同推动全球消费电子制造范式演进的缩影。　　再谈中国供应链　　从更宏观的视角看，苹果与中国供应链的关系，是全球化产业史上一次成功的“双向奔赴”。　　2012年，乔布斯的在经典Keynote中展示“iPhone，reinvent the phone”之后的5年，苹果供应商名单中，中国大陆企业占比不到10%。现在，苹果全球200家主要供应商中，超过80%在中国设有工厂，中国企业也从最初的简单代工，逐步跃迁至覆盖结构件、电池、声学模组乃至整机装配的全链条能力。　　回溯来看，1993年至2008年是苹果与中国合作的起步阶段。彼时，苹果以产品销售为核心切入点，中国更多扮演市场和基础配套的角色。这一阶段，苹果与中国的合作多集中于产品分销与少量配件代工，为后续iPhone时代的爆发积累了初步的市场基础与供应链资源。　　随后2009年到2018年，是双方的深度合作期。iPhone入华成为关键转折点，中国市场迅速崛起为苹果全球最大生产基地与核心消费市场，双方进入“双向成就”的黄金时代。2010年iPhone 4的推出彻底引爆市场，中国迅速成为iPhone全球最大单一市场之一，目前苹果在华营收维持在20%左右。　　同时在供应链方面，中国承担了苹果全球90%以上的手机、平板生产任务。这一时期，苹果的技术标准推动中国代工厂向高端制造转型，富士康、欣旺达、立讯精密、歌尔股份等企业逐步成长为全球重要供应商，形成“苹果赋能产业链、中国支撑苹果增长”的良性循环格局。　　2019年至今是调整深耕期，在供应链多元化布局的同时，苹果持续深化在华研发、服务与生态建设，合作关系进入更成熟的新阶段。总体上苹果体现了与华合作的深度、韧性、长期主义。目前，中国承担着苹果全球大部分高端机型生产与配件制造的任务，核心地位短期内无法替代。　　富士康事业群总经理蒋集恒在接受记者采访时表示，富士康在国内深耕近40年，未来将重点围绕四个方向推进，一是以AI赋能制造体系，拥抱产业变革机遇；二是强化工程服务能力，以支撑高复杂度、高品质产品需求；三是加大人才培养与技能提升；四是推动绿色制造与可持续发展。　　他同时指出，中国产业链在全球具备核心竞争力，来源于三方面优势：一是充足且高水平的工程师与技术人才储备；二是长期稳定、高效的政企协同环境；三是完整且高效的产业链生态，使创新能够快速落地并实现规模化生产。未来将持续深化智能制造与工程服务能力，在“十五五”规划纲要下，协同推动产业升级。　　而苹果也在持续加码中国市场投入。比如，过去五年间，苹果在深圳和上海的应用研究实验室累计投入逾十亿元人民币，且仍在持续扩建。今年，深圳应用研究实验室将新增一层楼面，届时整栋大楼都会是苹果的实验室。　　此外，双方在绿色发展领域的合作持续深化，苹果推动中国供应链绿色转型，与供应商共同推进到2030年苹果全价值链实现碳中和。3月18日，苹果宣布，去年公司在中国的供应商通过苹果的供应商清洁水项目节约了创纪录的550亿升淡水，相当于能灌满西湖近四次。　　近年，苹果高管的多次访华，承诺加大在华研发与公益投入，也标志着苹果在华业务进入“研发+制造+生态+公益”全方位本土化的深耕阶段。（文章来源：21世纪经济报道）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"executive","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2620284275","isCrawlerRequest":true}