史上最薄iPhone卖不动了？

Core Viewpoint - The iPhone Air, marketed as the "thinnest iPhone ever," has experienced a lukewarm market reception in China, contrasting sharply with the strong demand seen for the iPhone 17 series [1][2][4]. Product Details - The iPhone Air was officially launched on October 22, with a starting price of 7999 yuan. It features the A19 Pro chip, a 6.5-inch Super Retina XDR display, weighs 165g, and has a thickness of only 5.6mm. Unlike the iPhone 17 series, it uses a titanium frame and only supports eSIM, making it incompatible with physical SIM cards [2][4]. - The device's design is noted for its craftsmanship and lightweight feel, but its performance is perceived as limited, particularly in battery life and camera capabilities [2][4]. Market Performance - The initial sales environment for the iPhone Air has been described as quiet, with reports of limited foot traffic and inquiries at retail locations. Sales staff indicated that the device is more suitable as a secondary phone rather than a primary device due to its average battery life and single-camera setup [4][6]. - Online availability shows that the 256GB version is in stock for immediate pickup, while higher storage options require waiting periods [6]. Secondary Market - In the second-hand market, the iPhone Air has not seen the price premiums that were common with the iPhone 17 series. Instead, it is being sold at prices lower than the official retail price by 300-700 yuan [7]. Supply Chain Insights - Analyst Ming-Chi Kuo has indicated that demand for the iPhone Air is below expectations, leading to a reduction in supply chain output and production capacity, with a potential 80% cut by Q1 2026 [12][15]. - There are concerns that the iPhone Air's reliance on eSIM technology may deter many consumers in China, as the market's readiness for eSIM adoption is still developing [16]. Industry Impact - The launch of the iPhone Air has prompted a renewed focus on eSIM technology in China, with major telecom operators announcing the resumption of eSIM services. This shift may influence the competitive landscape among domestic smartphone brands, which are also planning to release eSIM-compatible devices [16][17].