Core Insights - iPhone 17 sales have significantly increased, particularly the standard version, which is reportedly eight times the sales of last year's standard model [1][3] - The Pro version, which was previously popular, is now the least sold model, indicating a shift in consumer preference towards the standard version [3][6] - Despite the increase in sales volume, the overall profit for Apple may decline due to the lower profit margins associated with the standard model compared to the Pro and Max versions [6][8] Sales Performance - The standard version of iPhone 17 is priced at 5999 yuan and has become the best-selling model in the domestic market [1][3] - The Pro version has seen a significant drop in sales, with the standard version now outselling it, which is a departure from previous trends [3][6] - The standard version's sales increase is attributed to its high cost-performance ratio, featuring upgrades such as increased storage from 128GB to 256GB, improved display, and enhanced camera capabilities [5][6] Profitability Analysis - Apple's revenue and profit may not benefit from the increased sales of the standard version, as the sales distribution has shifted from higher-margin Pro and Max models to the lower-margin standard model [6][8] - The sales distribution has changed from a previous model where 40% bought Pro, 40% bought Max, and 20% bought standard, to a new distribution where 60% buy standard, 30% buy Max, and only 10% buy Pro [6][8] - CEO Tim Cook's strategy of increasing volume without raising prices has led to higher sales but potentially lower profitability, as the most profitable models remain the Pro and Max versions [8]
iPhone17标准版销量增8倍?但库克却只能含泪苦笑