Apple(US:AAPL) Zhong Guo Ji Jin Bao·2025-10-25 16:11Core Insights - The iPhone Air was officially launched on October 22, priced from 7999 yuan, and is the first phone in China to adopt eSIM technology [2][8] - Initial pre-orders sold out within five minutes, but post-launch market performance has significantly cooled, with many retailers experiencing excess inventory and price drops below the official price [2][4] - Demand for the iPhone Air is reportedly lower than expected, leading to supply chain adjustments and production cuts, with a forecast of an 80% reduction in capacity for most suppliers by Q1 2026 [6] Sales Performance - The iPhone Air's launch day was markedly less enthusiastic compared to the iPhone 17 series, with reports of low consumer interest in various retail locations [4] - In the second-hand market, the iPhone Air has already seen price drops, with average prices on trading platforms close to or even below the official retail price [4][6] Consumer Feedback - Consumer reactions to the iPhone Air are mixed, with some praising its lightweight design while others express concerns about battery life and the inconvenience of eSIM activation [10][14] - Specific complaints include short battery life and overheating issues, while some users find the device's performance satisfactory compared to previous models [10][11][14] eSIM Technology - The iPhone Air exclusively uses eSIM technology, which requires users to activate it through a physical visit to a carrier's store, leading to some consumer frustration [8] - eSIM technology is seen as a significant shift in the mobile industry, transitioning from physical SIM cards to embedded solutions, marking a move towards a "cardless era" in mobile communications [8]