Apple(US:AAPL) Xin Lang Ke Ji·2025-10-15 04:30Core Insights - Apple's CEO Tim Cook visited China for the second time this year, promoting the upcoming iPhone Air launch while facing significant activation issues reported by users [1][5][10] - The activation problems were attributed to server issues rather than device malfunctions, with Apple stating that repairs were underway [10][12] - Cook's visit coincided with a pivotal moment for eSIM services in China, as major telecom operators announced the launch of eSIM support for the iPhone Air [3][5] Group 1: Tim Cook's Visit and iPhone Air Launch - Tim Cook's visit included a live stream on Douyin to promote the iPhone Air, which will be available for pre-order on October 17 and officially on sale on October 22 [1][5] - The visit was marked by a significant amount of user complaints regarding the inability to activate new iPhone devices, which surfaced on social media platforms [5][7] Group 2: Server Issues and User Feedback - Users reported widespread activation failures for various iPhone models, leading to frustration and negative feedback on platforms like Weibo and Xiaohongshu [5][7] - Apple's customer service confirmed that the activation issues were due to server problems, which were being addressed, and reassured users that it would not affect future device usage [10][12] Group 3: Market Context and Challenges - Apple's Greater China market contributed $15.37 billion to the company's total revenue of $94.04 billion in Q3 2025, accounting for 16.34% of total revenue, highlighting its significance [11] - Despite this, the Greater China market has faced challenges, with a decline in market share due to the rise of domestic competitors like Huawei and Xiaomi, and a notable drop in growth rates over the past year [11][12] - Cook's frequent visits to China reflect Apple's strategy to address market challenges and strengthen its presence in the region, although server reliability remains a critical issue [12]