Apple(US:AAPL) Di Yi Cai Jing·2025-10-17 07:02Core Insights - The iPhone Air, Apple's thinnest iPhone, has begun pre-orders and is set to be released on October 22, with significant demand observed across various platforms [2][6][11]. Group 1: Pre-order and Demand - As of noon on the 17th, 332,000 users have reserved the iPhone Air on JD's self-operated flagship store [3]. - The iPhone Air sold out within five minutes of pre-sale on Apple's official website, indicating high demand [2]. - Over 100,000 users expressed interest in the iPhone Air on the Dewu app, with more than 9,200 reservations made [2]. Group 2: Availability and Features - The iPhone Air is currently out of stock in multiple regions, with no available units in nearby retail stores in major cities like Shenzhen, Beijing, and Shanghai [3]. - The iPhone Air is the first smartphone in China to support eSIM technology, with 195,000 users having made online reservations for eSIM services by the afternoon of the 17th [3][11]. Group 3: Pricing and Market Response - The iPhone Air is priced starting at 7,999 yuan, but has seen a price drop to 6,099 yuan on Pinduoduo due to promotional subsidies [10]. - The resale market for the iPhone Air shows a premium of approximately 1,000 to 2,000 yuan shortly after pre-sale began, with fluctuations in pricing observed [10]. - Initial estimates suggest that Apple aims to capture the mid-range market segment with the iPhone Air, targeting an estimated first-year shipment of around 10 million units [11].