Apple(US:AAPL) Xin Lang Ke Ji·2025-10-14 07:34Core Insights - Apple's CEO Tim Cook visited China for the second time this year, primarily to promote the upcoming iPhone Air, which will be available for pre-order on October 17 and officially on sale from October 22 [2][6] - During this visit, there were widespread reports on social media about users being unable to activate their new iPhone devices, attributed to server issues at Apple [2][11] - This incident marks a recurrence of server problems during a product launch, as similar issues were reported in May, indicating a potential risk to Apple's reputation in the Chinese market [11][12] Company Developments - Cook's visit included interactions with local entrepreneurs and participation in a live-streaming event on Douyin to generate excitement for the iPhone Air [2][6] - The launch of the iPhone Air coincides with significant developments in the eSIM mobile service sector in China, with major telecom operators receiving approval to offer eSIM services [4][6] Market Context - The Greater China region is crucial for Apple, contributing $15.37 billion to the company's total revenue of $94.04 billion in Q3 2025, accounting for 16.34% of total sales [12] - Despite this, Apple's market share in Greater China has faced challenges, with a reported decline in growth rates compared to global averages, highlighting competitive pressures from local brands like Huawei and Xiaomi [12][13] - The region experienced a decline in sales for four consecutive quarters in 2024, with year-over-year decreases of 13%, 8.1%, 6.5%, and 0.34% respectively, indicating a need for strategic adjustments [13]