Apple(US:AAPL) Guan Cha Zhe Wang·2025-10-23 03:32Core Viewpoint - Apple is significantly reducing production orders for the iPhone Air due to disappointing market performance and is shifting focus to the better-performing iPhone 17 and iPhone 17 Pro series [3][4]. Group 1: Production and Market Performance - The iPhone Air has entered a production halt phase, with the company currently in a capacity adjustment stage, waiting to accumulate orders before resuming production [1]. - Reports indicate that the iPhone Air is nearing a state of "near cessation" in production, with a planned reduction of approximately 1 million units due to lower-than-expected demand [3][4]. - The total estimated production for the iPhone Air is between 19 million and 21 million units, with the reduction bringing it down to a range of 18 million to 20 million units [4]. Group 2: Pricing and Consumer Response - The pricing of the iPhone Air is considered high for the Chinese market, where consumers can find upgraded Android models at lower price points, potentially impacting its market performance [4]. - The iPhone Air's launch faced delays due to the operators postponing the rollout of eSIM strategies, which affected its initial sales momentum [3]. Group 3: Competitive Landscape - The iPhone 17 series, particularly the entry-level model, has received significant upgrades, making it a more attractive option compared to the iPhone Air, which may have contributed to the latter's poor sales performance [7]. - Analysts predict that the actual market demand for the iPhone 17 and iPhone 17 Pro series is higher than expected, with potential production increases to over 90 million units in the future [7].