苹果新手机开售即破发，砍单到几乎停产

Group 1 - iPhone Air was officially launched on October 22, with a starting price of 7999 yuan, but initial sales were disappointing despite strong pre-order demand [1][3] - The iPhone Air sold out within 5 minutes during pre-orders, and generated over 100 million yuan in sales within the first second on JD.com [1] - Post-launch, there was a significant amount of unsold stock in physical stores, with reports indicating low consumer interest [1][7] Group 2 - Apple is reportedly reducing the production of iPhone Air significantly, with some sources indicating a near halt in production due to lower-than-expected demand [7] - Analyst Ming-Chi Kuo noted that the supply chain is expected to cut production capacity by over 80% through Q1 2026, with some components potentially ceasing production by the end of 2025 [7] - Historical patterns suggest that previous models like iPhone mini and Plus failed to create new market segments, indicating challenges in the iPhone Air's positioning [7] Group 3 - Apple CEO Tim Cook's recent visit to China is seen as a strategic move to reinforce confidence in the Chinese market amid intense competition in the high-end smartphone segment [10] - Counterpoint Research reported that high-end smartphones contributed over 60% of global smartphone revenue in the first half of 2025, with Apple holding a 62% market share in this segment [10] - Apple's Q3 financial results showed revenue of $94.036 billion, a 10% year-on-year increase, with Greater China revenue at $15.369 billion, up 4% [10]