Apple(US:AAPL) 智通财经网·2025-10-23 10:43Core Insights - The standard iPhone 17 has shown strong performance, particularly in China, due to its high cost-performance ratio, attracting consumer interest [1] - In the U.S., demand for the iPhone 17 Pro Max has surged following a 10% increase in carrier subsidies, indicating a strategic shift towards high-end customers [1] - The iPhone Air is performing slightly better than the iPhone 16 Plus, with its launch in China set for October 17, although it is expected to maintain a niche position due to higher pricing and shorter pre-sale period [1] Group 1 - The standard iPhone 17 is appealing to consumers with enhanced features at the same price as the previous model, leading to strong sales in China [1] - U.S. carriers are increasing subsidies to boost the market for the iPhone 17 Pro Max, reflecting a trend towards high-end devices and maximizing customer lifetime value [1] - The iPhone Air's launch is significant for both Apple and the eSIM ecosystem, but it is expected to attract a smaller audience compared to the standard iPhone 17 [1]