Apple(US:AAPL) Mei Ri Jing Ji Xin Wen·2025-10-23 04:01Core Insights - The demand for the newly launched iPhone Air is lower than expected, leading to a significant reduction in supply chain output and production capacity [1] - Apple plans to cut the production of iPhone Air by 1 million units while increasing the production of the iPhone 17 series by 2 million units [3] - The iPhone Air's launch day performance was lackluster compared to the iPhone 17 series, with fewer customers visiting stores and limited interest in eSIM consultations [4] Group 1 - Analyst Ming-Chi Kuo predicts that by Q1 2026, most suppliers will reduce their production capacity by over 80%, with some components expected to cease production by the end of 2025 [1] - The iPhone Air's design, featuring a thickness of only 5.64 mm and a weight of 165 grams, is attributed to the elimination of the physical SIM card slot in favor of eSIM technology [4] - Market research indicates that there is "almost no demand" for the iPhone Air, and consumer willingness to pay for new form factors like foldable devices is limited [4][5] Group 2 - Historical analysis shows that previous models like the iPhone mini and Plus failed to create new market segments, with the mini being too small and the Plus lacking differentiation [5] - Apple is reassessing its product line and market strategy in light of the iPhone Air's underperformance, with plans for a foldable iPad potentially delayed until 2029 due to engineering challenges [6] - Following the disappointing demand for the iPhone Air, Apple-related stocks in Hong Kong experienced declines, with companies like FIH Mobile and Luxshare Precision seeing significant drops [7]