iPhone Air刚开售就减产，苹果概念股下跌

Group 1 - Apple concept stocks experienced a decline, dropping by 1.79% at one point and narrowing to a 1.37% drop by midday, with several companies like TaiLing Microelectronics and Shenzhen South Circuit leading the decline with over 5% drop [1] - Renowned Apple analyst Ming-Chi Kuo indicated that the demand for iPhone Air is below expectations, leading the supply chain to reduce shipments and production capacity, with a forecasted reduction of over 80% by Q1 2026 [3] - Kuo noted that existing Pro and standard models adequately meet high-end user demand, and previous models like iPhone mini and Plus failed to create new market segments due to lack of differentiation [3] Group 2 - Domestic reports suggest that iPhone Air has entered a pre-processing production halt due to lower-than-expected sales abroad and delayed domestic launch, currently in a capacity adjustment phase [4] - iPhone Air, launched at a starting price of 7999 yuan, is Apple's first model fully relying on eSIM technology, featuring a thickness of only 5.6mm and weighing 165g, making it the thinnest iPhone ever [4] - Despite initial strong interest and rapid sell-out, iPhone Air's sales performance did not meet expectations, while the overall iPhone 17 series sales are reportedly strong, with Apple increasing orders for the base iPhone 17 by approximately 5 million units [4]