Apple(US:AAPL) 智通财经网·2025-10-22 07:14Core Insights - Apple's iPhone Air launched in China with a lukewarm consumer response, attributed to its high starting price of 7999 yuan and reliance on eSIM technology, which has seen slow adoption by local carriers [1] - Despite the initial reaction, the iPhone Air's lightweight design and new color options attracted attention, though most consumers opted for trial rather than purchase [1] - The iPhone 17 series, including the 17, 17 Pro, and 17 Pro Max, remains more popular, as they still support physical SIM cards, while the iPhone Air focuses on eSIM to enhance battery capacity [1] - Apple's sales in the Greater China region have begun to recover, with recent financial reports indicating growth after seven consecutive quarters of revenue decline [1] - The iPhone Air may provide new growth momentum for Apple amid competition from local brands like Huawei, Xiaomi, and OPPO [1] Competitive Landscape - Local competitors have launched similar lightweight and foldable models, and new flagship devices in the past week, making the iPhone Air's higher price point less attractive [2] - Consumers can often purchase higher-spec Android devices for less money, although Apple remains in the top tier of the market [2] - Demand for the new iPhone models is strong, with the iPhone 17 series seeing a 14% increase in sales compared to the iPhone 16 series within the first 10 days of launch in the US and China [2]