Apple(US:AAPL) 2 1 Shi Ji Jing Ji Bao Dao·2025-10-25 23:53Group 1 - iPhone Air was launched on October 22, with a starting price of 7999 yuan, but initial sales were disappointing despite strong pre-order demand [1] - The iPhone Air sold out within 5 minutes during pre-orders, achieving over 100 million yuan in sales within the first second on JD.com [1] - Post-launch, there was a significant amount of unsold inventory in physical stores, with reports indicating low consumer interest [1] Group 2 - Apple is reportedly reducing iPhone Air production significantly, nearing a halt, and shifting focus to the iPhone 17 and iPhone 17 Pro models [2] - Analyst Ming-Chi Kuo noted that demand for iPhone Air is below expectations, leading to a reduction in supply chain output and production capacity [2] - The iPhone Air has not successfully carved out a new market segment, similar to previous models like the mini and Plus [2] Group 3 - Apple CEO Tim Cook's visit to China comes shortly after the iPhone 17 launch, indicating the company's focus on the Chinese market [3][4] - The high-end smartphone market is competitive, with Apple aiming to increase its market share, as it holds a 62% share in the high-end segment [4] - Apple's Q3 financial results showed revenue of $94.036 billion, a 10% year-over-year increase, with Greater China revenue at $15.369 billion, up 4% [4] Group 4 - China remains a crucial market for Apple, reflecting the company's commitment to innovation and global confidence in manufacturing [5]