'India Is Replacing China As Global Manufacturing Power For The United States', Says Fareed Zakaria

（印度裔）法里德·扎卡里亚称：印度正取代中国，成为美国的全球制造业大国

A major global shift may already be underway, and according to Fareed Zakaria, India is at the center of it. In a striking statement, the CNN host suggested that India is “essentially replacing China” as a key manufacturing hub, especially for the United States. The comment reflects a deeper transformation in global supply chains, where companies are increasingly turning to India for both scale and stability. From producing smartphones at scale to emerging as a tech powerhouse, India’s rise is being driven by a unique combination of skilled talent, cost advantage, and de ocratic resilience. Zakaria also pointed out that emerging markets now make up nearly half of the global economy, creating new opportunities for countries like India. But this rise comes with challenges, including internal complexties and global geopolitical pressures. The question now is not whether India is rising, but how fast it can reshape the global order.

一场重大的全球格局转变或许已然开启，而据法里德·扎卡里亚所言，印度正处于这一变革的核心。这位CNN的印度裔主持人发表惊人言论称，印度“实质上正在取代中国”，成为关键的制造业中心，尤其是对美国而言。

这一观点反映出全球供应链正在发生更深层次的转型：企业越来越多地将印度作为兼具规模与稳定性的选择。从大规模生产智能手机，到崛起为科技强国，印度的崛起得益于技术人才、成本优势以及制度韧性的独特结合。

扎卡里亚还指出，新兴市场如今已占到全球经济的近一半，这为印度等国创造了新机遇。但这一崛起也伴随着挑战，包括国内复杂问题与全球地缘政治压力。现在的问题已不再是印度是否会崛起，而是它能以多快的速度重塑全球秩序。

Fareed Zakaria argues that we are witnessing a historic global geopolitical and economic shift, with India at its center. He highlights that all iPhone 17 models are now manufactured in India, with around 50% of all iPhones and 25% of all smartphones produced there—a dramatic rise from zero just four years ago. In his view, India has essentially replaced China as the main smartphone manufacturer for the U.S. in a short period, demonstrating its ability to carry out large‑scale, high‑precision manufacturing that was once thought only China could achieve.

Zakaria notes the world is entering a period of uncertainty: the U.S. is retreating from its role as the liberal hegemon, creating a power vacuum similar to the 1920s when Britain declined and the U.S. was unwilling to lead. Into this flux, India has emerged as a major global power—with the world’s largest population, a top‑tier economy, and rapidly advancing technology—even though it remains a develo country with a relatively low per capita GDP.

法里德·扎卡里亚认为，我们正在见证一场历史性的全球地缘政治与经济格局转变，而印度正处于这一转变的中心。他强调，所有 iPhone 17 机型现已在印度生产，目前约 50% 的 iPhone 和 25% 的智能手机都产自印度——短短四年间，这一比例从零实现了飞跃。在他看来，印度已在短时间内基本取代中国，成为美国最主要的智能手机生产国，展现出大规模、高精度制造的能力，而这种能力曾被认为只有中国具备。

扎卡里亚指出，世界正进入一个充满不确定性的时期：美国正从自由秩序霸权国的角色上后退，形成了类似 20 世纪 20 年代的权力真空——当时英国衰落，而美国不愿承担领导责任。在这种动荡格局中，印度已崛起为全球主要大国：拥有世界第一人口规模、顶尖经济体量和快速进步的科技水平，尽管它仍是人均 GDP 较低的发展中国家。

以下是印度网友的评论：

krishnamoorthyganesan1346
Hearing this statement for the past five years, frustrating

这种话我都听了五年了，越听越烦。

nathanchadha4684
iPhones are primarily assembled in India using components sourced globally, though production is rapidly shifting toward full manufacturing.

iPhone主要在印度组装，零件来自全球各地，不过印度正快速向完整制造转型。

kww123-j6l
no one makes everything nowadays but in just 4 years what they have done is no short of a miracle. Those who undertand manufacturing and supply chains will know exactly what i am saying.

现在没有哪个国家能造出所有东西。但印度这四年做到的事，简直就是奇迹。懂制造业和供应链的人都懂我在说什么。

Haoruo-k8j
Weird title, because what he said is India replacing China as manufacturer of smart phones for the US... why you deliberately left out that part... as if India is taking over everything...

这标题很奇怪。他明明说的是印度取代中国，成为给美国造手机的国家。你为什么故意漏掉这一点？搞得好像印度要接手所有产业一样。

Potatoalex538
India is quickly taking over everything china does..even rice production china was the largest india took over now.china use to be largest producer of cotton and wool now buying from india,even bangladesh buying from india .now iphone and many more just watch..

印度正快速接手中国做的所有事。就连大米，以前中国产量第一，现在印度超过了。中国以前是棉花、羊毛最大生产国，现在都从印度买，连孟加拉国都从印度买。接下来还有iPhone等更多产业，等着看吧。

Anil_Dikshit
India dying to replace China as the new world factory

印度做梦都想取代中国，成为新的世界工厂。

yunshenghe932
India already missed the globalization bus 30 years ago, while China got on this bus. And globalization is retreating now.

印度30年前就错过了全球化这班车，而中国赶上了。现在全球化还在倒退。

lucloudc
One day without bragging,boasting,scamming,lying is a day wasted.. Putting a phone(all parts are made in China)together is NOT manufacturing!!!

印度人一天不吹牛、不吹嘘、不骗人、不说谎，就像白过了一天。把手机拼起来——所有零件都是中国造的——这根本不叫制造！

eshavKapoor-s6j
bhsi believe me ham us taraf bhi bd rhe hain abhi 60-70% parts imported hain but future mein 4-5 yrs max completely ham manufacturing mein pahunch jayenge thoda wait kro bas

相信我，我们也在往那个方向发展。现在60%-70%的零件靠进口，但最多再过四五年，我们就能实现完整制造，再等等就好。

nerrailwaygorakhpur7173
@KeshavKapoor-s6jkabhi nhi hoga soch samajh ke bola Karo kuch 100% koi bhi nhi kar sakta sivay China ke ye aaj tak nhi hua hai khud China bhi nhi hai 100% jo kabhi hua he nhi wo kar loge tum?

现在根本做不到。说话动点脑子。除了中国，没有谁能做到100%自产。这事以前从没发生过，连中国都没完全做到，你们凭什么能做到？

ucloudc
@KeshavKapoor-s6jNope will never happen!! Now 0ver 90% are imported and as long as Godmodi is the PM,nothing will change,only bragging lying,etc.. In the past 12 years the industry(manufacturing ) in India hasn't change a bit. Still counting 15% of the GDP.

不可能，永远做不到！现在超过90%都是进口。只要莫迪当总理，就什么也改变不了，只会吹牛撒谎。过去12年，印度制造业一点变化都没有，占GDP比重还是15%。

Jason-sf8vx
Asembly i phone is very low level munafacturing, what it needs is cheap labour cost. Also the world is moving towards strong nation implies pressure on others to maintain power.

组装iPhone是很低端的制造，只需要廉价劳动力。而且世界正在走向强国竞争，大国会施压维持自己的地位。

watb8689
replacing it is just an assembly. China holds all the main components

说什么取代，只不过是组装而已。核心零部件全在中国手里。

nerrailwaygorakhpur7173
Replace koi kar he nhi sakta ye khuleaam hai ki China ko replace karne wala aaj tak paida he nhi hua

没人能取代中国。说白了，能取代中国的国家，至今还没出生。

Potatoalex538
Nah china was also assembline lol go and do research

不对，中国以前也只是组装，哈哈，自己去查资料。

PSX247
India assembles. China manufactures.

印度只会组装。中国才是真正制造。

pache1970
It was the same for China 10 years ago when South Korea and Japan manufactured while China assembled. It is called moving up the value chain.

10年前的中国也一样。当时韩国、日本负责制造，中国只负责组装。这叫向产业链上游升级。

ockermania5575
@Apache1970 , that’s an interesting analogy. Yes. India should move up the value chain. I hope it happens sooner than later.

这个比喻很有意思。没错，印度应该往产业链上游走。我希望这一天早点到来。

nerrailwaygorakhpur7173
​@Apache1970 No what you are saying is still today same whatever Japan and South Korea was doing are doing today also there was very less space for China. But what is the main topic? You said 10 years ago ie 2016 in 2016 China already is a leader in many many sectors leave south korea and Japan. But in today's time things are more complex if you can't invest Billions you will loose all that's it I have learnt from China.

不对，你说的情况现在依然存在。日韩当年做的事，现在还在做，中国当年的空间很小。回到正题，你说10年前，也就是2016年，那时中国在很多领域已经领先日韩了。现在的环境更复杂，不砸进去几百亿美元，就什么都做不成，这是我从中国身上学到的。

aniruddhamukherjee688
Ham khud kyu kuch nahi kar sakte America ke liye kyun ? Gulam gulam hi rehenge

我们为什么不能自己做点事，非要给美国干活？难道就一直当奴才吗？

SVCS-f2n
He is an enterprising man

他是个很有事业心的人。

anish-opx
Assamble only

我们印度只是组装而已。

aliakram9947
Spider man viluin he look, now praise China

长得像蜘蛛侠里的反派，现在又来捧中国。

TheWhoFiless
made in india is just assembled in india at the end

所谓印度制造，到头来只是在印度组装。

CönTieu-z7n
Lol 3 elite women beat 3 elite men from india

哈哈，3个精英女性打赢了3个印度精英男性。

rajmalhotra6264
china manufactures nt assemble.

中国是制造，不是组装。

kevinfanhu2479
question 1 - Does assembly = manufacturing? 2 - 80% of the components goes into Indian iPhone are manufactured in China, how much has China invested in that ? 3 why procentage of the manufacturing GDP is declining

问题1：组装等于制造吗？问题2：印度产iPhone里80%的零件是中国造的，中国在这上面投了多少？问题3：为什么制造业占GDP的比重在下降？

KeshavKapoor-s6j
No lol manufacturing share is constant first not declining India's service sector is growing at much a higher pace and manufacturing is doing quite good afternoon Covid Congress bots activated in chat

不对，哈哈，制造业比重根本没降，是稳定的。印度服务业增长快得多，制造业在疫情后表现也不错。评论区里国大党的水军都出来了。

nerrailwaygorakhpur7173
No India's service sector is still leading india brother but india is not showing seriousness towards something else that's why india is loosing overall

不对，印度还是靠服务业撑着。但印度在其他领域根本不上心，所以整体才落后。

yedmaricar9946
Indians are taking advantage of divided peoples.

印度人在利用别人的分裂获利。

sahascreativespace1690
Don't want to believe anything that US does. They want india fighting with China, Pak etc ..enough of this nonsense

美国说的话我一个字都不信。他们就是想让印度跟中国、巴基斯坦打架，够了，别再胡说八道。

ihsanullah-m7l
So next target is India right?

那下一个目标就是印度了，对吧？

michaelkwon3722
Giving false GDP numbers and only assembling without actually manufacturing doesn't make you on even par with China!China has the lead in most technology sectors!Most of the rare earth's are processed in China and the top ten schools of science and engineering are almost all in China!I can talk about infrastructures,electric vehicles, nuclear energy,bullet trains, heavy machinery,almost all people are happy with the direction of the government!There's alot more to compare but let's talk about India!Extreme poverty,half the people poo outdoors,low IQ,caste system,braggarts,low manufacturing capabilities, hygiene issues,extreme corruption, low quality infrastructure, fraudulent diplomas,low quality educational system,living in Bollywood euphoria,religious divisions,media propaganda not dealing with reality!

虚报GDP，只搞组装不搞真正制造，根本没法和中国相提并论。中国在绝大多数科技领域都领先。绝大多数稀土加工在中国，全球前十的理工科院校几乎都在中国。基建、电动车、核能、高铁、重型机械，几乎所有人都认可国家的发展方向。能比的还有很多，说说印度吧：极度贫困、一半人露天排便、智商低、种姓制度、爱吹牛、制造能力弱、卫生差、腐败严重、基建劣质、文凭造假、教育水平低、活在宝莱坞幻想里、宗教分裂、媒体只会宣传不面对现实。

jgwizo
People who speak of economic natioalism forget China does not create propaganda of its success. Why?

鼓吹经济民族主义的人都忘了，中国从不大肆宣传自己的成功，为什么？

rp4117
To develop at breakneck speed & still retain its de ocratic credentials with respect for peoples' rights is one incredible feat, which India is accomplishing. Its a lot easier for a dic ship to mow down its own people with guns & tanks, drown its own culture with water, or control people with surveillance cameras, all in the name of "development. It may work for a while, but then comes the world rebellion happening right now

以极快的速度发展，还能保留民诸、尊重人*，这是印度正在完成的了不起成就。独才政权以发展为名，用枪炮坦克镇压民众、毁灭文化、用监控控制人民，这容易多了。这种模式也许管用一时，但全世界的反抗正在到来。

tydf229
The whole reason for Apple to assemble final product is to get a label not as “Made in China” to appease the paranoid US Congress. lol

苹果把最后组装放在印度，唯一原因就是不想贴“中国制造”，好安抚神经质的美国国会，哈哈。

gandirungmsha1887
Nowadays this fellow talk about India is good. Otherwise he always criticizes , it's very strange for me to hear

这人现在突然说印度好了，以前他总是批评，我听着都觉得奇怪。

mutuenzo6808
India sees itself as a superpower every day, while China sees itself as a develo country. This huge difference in mindset makes it impossible for India to become a superpower.

印度天天把自己当超级大国，中国却一直认为自己是发展中国家。这种心态上的巨大差距，注定印度成不了超级大国。

krishram6954
Let's not forget what's happening to China now will happen to India in future. The West just uses the Asia for its own good, nothing much.

别忘了，现在发生在中国身上的事，将来也会发生在印度身上。西方只是利用亚洲为自己牟利，仅此而已。

sahascreativespace1690
Indua has a huge population and we want to just live peacefully .just stay away from us USA

印度人口众多，我们只想和平生活。美国离我们远点。

yongchen8204
It is not as easy as Zaharia gps says for India to replace china as America’s manufacturing slave. Simply, india for the next 10 years will not have enough electricity and infrastructures to handle the volume and the quality of goods china is serving for america consumers in the last 30 years. The goods has to be cheap enough, quality enough and variety enough for choosing wall street bosses in order for India to claim as the cost advantage and manufacturing savvy enough to be its sub, sub contractors. From America supply manufacturers chains, there are simply many layers of subtractions? Brokers , middle men and contractors before one makes a dollar from America companies.

扎卡里亚说得太轻松了，印度想取代中国给美国当制造代工没那么容易。简单说，未来10年印度都没有足够的电力和基建，去达到中国过去30年给美国供货的规模和质量。商品必须足够便宜、质量够好、种类够多，才能入华尔街老板的眼，印度才有资格说自己有成本优势、有制造能力，去当层层分包商。美国的供应链里有太多层级、经纪人和中间商，想从美国公司赚一美元都难。

sudo2998
Components to build almost anything still comes from China. China also has a well established list of suppliers who can supply any component or product you need. India still does not have that kind of wide supply chain. India "can" produce, but as of now, India is not naturally producing by itself because the Indian market does not demand it, because India is not producing for the world like China is. Long way to go.

几乎所有产品的零件都还来自中国。中国还有成熟的供应商体系，你要什么零件都能找到。印度至今没有这么完整的供应链。印度“有能力”生产，但目前还没法自主生产，因为印度市场没有这个需求，印度也不像中国那样为全世界生产。路还长着呢。

Richard-n3x9c
The cnn turd talking so much crap,India don't even have their own domestically produced phone company or well-known electronic company.

CNN这个家伙满嘴胡话。印度连自己的国产手机品牌、知名电子企业都没有。

fabianyaptortong1885
Yeah. , India is definitely already replacing China as a World manufacturing hub . Leven superpooper after USA

是啊，印度肯定已经取代中国成为世界制造中心了，甚至是仅次于美国的超级大国。

arunalixy
He doesn't even know what he is talking. This proves that education is extremely important.

他自己都不知道在说什么。这说明教育真的太重要了。

cocococo-jn5vy
Who will trust India again after Modi hugged the PM of Israel 2 days before Israel /USA attacked Iran. India don't stands for anything now

以色列和美国袭击伊朗前两天，莫迪还跟以色列总理拥抱，谁还会再信任印度？印度现在毫无立场。

nishanthramakrishnan3362
Iphones are still made in China, India is doing just the assembly. Actual components and manufacturing is still done in China

iPhone依然是中国制造，印度只是组装。真正的零件和制造都还在中国。

nerrailwaygorakhpur7173
IN iPhone majorly 5 Countries participate and a big one is China itself with more than 300+ companies after that South Korea, Japan, Spain, France also play a major role

一部iPhone主要由5个国家参与，大头就是中国，有300多家企业。之后是韩国、日本、西班牙、法国，也都扮演重要角色。

anonymous39940
People like you never appreciate the growth of our country. Before 2014 not even the assembly plant was in India. Now we reached to a stage where we are exporting to Western Countries.

你这种人永远看不到国家的进步。2014年之前，印度连一家组装厂都没有。现在我们已经能向西欧国家出口了。

alok_anand1401
Yeah because we were researching then and moving towards making our own products not just assembly to call it make in India

没错，因为我们当时在搞研发，要做自己的产品，而不只是靠组装就叫“印度制造”。

graphsiaasiagraph9500
No even china doesn’t make all the components. Dumb like you think if it’s not 100% manufacturered than it’s not made in India. Was India even doing a tiny assembly back in 2016? The components composition from India has gone high evry year since 2020.

不对，连中国都造不出所有零件。你这种傻瓜才觉得，不是100%自产就不算印度制造。2016年的时候印度连一点点组装都做不了。2020年以来，印度自产零件的比例每年都在提高。

edhiepitz
The speaker don't understand how Trade works. India, being able to replace China as the sole supplier for US is nothing to brag about, since there's no single country in the world that become strong by just supplying 1 country. China become formidable as it is because CN have more than 100 countries as #1 trade partner, not just US alone.

说话的人根本不懂贸易是怎么运作的。印度就算取代中国成为美国唯一供应商，也没什么好吹牛的。世界上没有哪个国家只靠给一个国家供货就能变强。中国之所以强大，是因为有100多个国家的最大贸易伙伴是中国，而不只是美国。

继续阅读：制造业

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