市场反响不及预期 苹果被爆或减产iPhone 17 Air

Group 1 - Apple is significantly adjusting the production plan for the iPhone 17 series, with a reduction of approximately 1 million units for the ultra-thin model, iPhone Air, due to lower-than-expected demand in key global markets [2] - The decline in iPhone Air production is not indicative of overall weak sales for the iPhone 17 series, but rather a specific issue with the iPhone Air model [2] - The iPhone Air's design prioritizes extreme thinness, which has led to compromises in core specifications such as processor performance and battery capacity, with the battery limited to approximately 2900mAh and a single-camera setup maintained until 2025 [2] Group 2 - In Q3 2025, Apple's global smartphone market share was 18.2%, showing a slight increase of 0.1 percentage points year-over-year, indicating insufficient growth momentum [3] - Although Apple achieved a 1% year-over-year growth in the Chinese market, it has not established a dominant position, with a reported 11% year-over-year decline in revenue for the Greater China region in Q1 of fiscal year 2025, reflecting intense competition and market pressure [3]