iPhone Air“雷声大，雨点小”？

Core Insights - iPhone Air has officially launched in mainland China, but production has reportedly halted due to lower-than-expected sales and delays in the domestic market [1][3] - The iPhone Air is marketed as the "thinnest iPhone ever," featuring a thickness of 5.6 mm and a weight of 165 grams, but it has not generated significant consumer interest compared to other models in the iPhone 17 series [1][5] Product Performance - Initial sales data indicates that iPhone Air's pre-order enthusiasm is significantly lower than that of the iPhone 17 series, with the latter experiencing longer shipping times for other models [3][4] - In physical stores, the iPhone Air is readily available with no waiting period, contrasting sharply with the iPhone 17 series, which is largely sold out [4] Market Analysis - Analysts suggest that the demand for iPhone Air is below expectations, leading to a reduction in production capacity, with forecasts indicating an 80% cut in supply chain capacity by Q1 2026 [5] - Despite the challenges faced by iPhone Air, the overall performance of the iPhone 17 series remains strong, with a reported 14% increase in sales compared to the iPhone 16 series in the first ten days post-launch [7] Strategic Adjustments - Apple plans to reduce the production of iPhone Air by approximately 1 million units due to its underwhelming market performance, while simultaneously increasing production for other models in the iPhone 17 series [9] - The standard iPhone 17 model is noted for its strong value proposition, appealing to consumers in China, which is a critical market for Apple [7][9]