Apple(US:AAPL) 2 1 Shi Ji Jing Ji Bao Dao·2025-09-15 02:58Core Viewpoint - Pinduoduo has launched a significant discount campaign for the iPhone 17 series, offering the lowest prices available online, which may impact Apple's sales strategy and market positioning [1][4]. Pricing and Discounts - The iPhone 17 is priced as low as 5099 yuan, the iPhone 17 Pro at 7999 yuan, and the iPhone 17 Pro Max at 8999 yuan on Pinduoduo, making it the most competitive launch price [1]. - Additional discounts can bring the price of the iPhone 17 (256GB) down to 4999 yuan with coupon stacking [3]. - In comparison, Apple's official pricing for the iPhone 17 (256GB) is 5999 yuan, with higher prices for the Pro and Pro Max models [4]. Market Response and Demand - The pre-sale for the iPhone 17 series has seen high demand, with over 343 million reservations for the standard model and significant interest in the Pro Max and Pro versions [7]. - The iPhone 17 series has faced challenges in availability, with initial shipping dates pushed to after October 15 for most models [6]. Competitive Landscape - Apple remains the leading brand in the high-end smartphone market, holding a 62% market share, although it has seen a slight decline due to faster growth from competitors like Huawei and Xiaomi [9]. - In the Chinese market, Apple has experienced a drop in market share to 15%, ranking fifth, while Huawei regained the top position with 1220 million units shipped [9]. Future Outlook - Apple is expected to introduce a foldable iPhone by 2026, with projected shipments of 8 to 10 million units in the first year and growth to 25 million by 2027 [8]. - Despite a recent revenue increase in the Greater China region, challenges remain due to competitive pricing from rivals and potential market saturation [10].