Apple(US:AAPL) Mei Ri Jing Ji Xin Wen·2025-10-17 10:20Core Viewpoint - The pre-sale of the iPhone Air in China began on October 17, with the first batch selling out within five minutes, indicating strong demand despite initial concerns about eSIM adoption in the market [1][8]. Group 1: Product Launch and Sales - The iPhone Air was officially announced for pre-sale on October 17, with a full release scheduled for October 22 [8]. - The iPhone Air is available in three storage options: 256GB priced at 7999 yuan, 512GB at 9999 yuan, and 1TB at 11999 yuan [6]. - The product is currently sold out on various platforms, including Apple's official website and JD.com, with only limited availability on Tmall [4][6]. Group 2: eSIM Technology Adoption - The iPhone Air features a pure eSIM design, which allows users to activate services without a physical SIM card [8]. - Major Chinese telecom operators, including China Mobile and China Unicom, have recently received approval to offer eSIM services, marking a significant step in the technology's adoption for mobile phones [8][21]. - eSIM technology has previously been used in wearables and tablets, but its introduction in smartphones represents a new phase in the Chinese market [25]. Group 3: Market Analysis and Future Outlook - Analyst Ming-Chi Kuo noted that while initial pre-sale demand for the iPhone Air appears lower than that of the iPhone 16 Plus, the production volume for the iPhone Air is expected to be significantly higher in the future [11]. - Apple's stock price has fluctuated following the launch of the iPhone 17 series and iPhone Air, currently standing at $247.25 with a market capitalization of $3.67 trillion [11].