Apple(US:AAPL) Xin Lang Cai Jing·2025-10-14 01:07Core Insights - Tim Cook, CEO of Apple, visited the Shanghai THE MONSTERS 10th Anniversary Exhibition, marking the start of his latest trip to China [1][2] - The exhibition showcased the largest collection of original sketches and figures from the LABUBU series, created by artist Long Jiasheng [2] - Cook's visit coincided with significant developments in China's telecommunications sector, particularly the launch of eSIM services by major operators [2] Group 1: Apple and eSIM Technology - Apple announced that the iPhone Air, its first model fully utilizing eSIM technology, will be available for pre-order on October 17 and officially on sale on October 22 [2][5] - The iPhone Air features a thickness of 7.1 mm, making it Apple's thinnest phone to date, and offers storage options starting from 256GB up to 1TB, with a starting price of 7999 yuan [5] - The response to eSIM pre-orders has been strong, with over 150,000 people queuing for China Mobile's reservation channel within four hours [5] Group 2: Financial Performance and Market Expectations - In Apple's Q3 2025 financial report, total revenue reached $94.04 billion, a 10% year-over-year increase, with Greater China revenue growing by 4% to $15.37 billion [6] - This marks the first year-over-year growth for Apple in the Greater China region since Q4 2023, indicating a positive outlook for the company in this market [6] - Cook's second visit to China this year reflects Apple's increasing expectations for the Chinese market, especially with the rollout of eSIM services [6]