Apple Delays Launch of iPhone Air in China Due to Regulatory Hurdles

Core Insights - Apple has delayed the launch of the iPhone Air in China due to the need for regulatory approval for its eSIM technology [1][2] - The iPhone Air is touted as the thinnest iPhone ever at 5.6 mm and features a titanium frame for enhanced durability [3][4] - Apple's other new iPhone models, including the iPhone 17 series, are currently available for presale in China [3] Company Performance - Apple's smartphone shipments in China grew by 1% year-over-year in Q2, attributed to price discounts on the iPhone 16 models [4] - This growth occurred during a period when total smartphone shipments in China fell by 2% year-over-year, as many manufacturers launched new models earlier to leverage a national subsidy program [5] - Earlier in the year, Apple faced declining iPhone sales in China due to increased competition and a lack of AI features in its devices [5] Market Outlook - IDC forecasts a 1% decline in smartphone shipments in China year-over-year by 2025, revising down from a previous expectation of 3% growth due to the phasing out of government subsidies and ongoing economic challenges [6]