Apple(US:AAPL) Sou Hu Cai Jing·2025-10-30 23:36Core Viewpoint - Apple's CEO Tim Cook avoided direct questions regarding iPhone Air sales during the Q4 FY2025 earnings call, reflecting the company's strategy of not disclosing individual product sales figures [1][2] Group 1: Sales and Production Insights - Analysts inquired about recent reports of iPhone Air production cuts, but Cook stated that the company does not disclose sales figures for individual models [1] - There are conflicting reports regarding iPhone Air production; some sources indicate a reduction in production capacity by over 80% by Q1 2026, while TD Cowen maintains its production forecasts of 3 million and 7 million units for Q3 and Q4 of 2025, respectively [1] Group 2: Strategic Implications - Cook's silence on iPhone Air may suggest that the product's market performance has not met internal expectations or is not a current focus for the company [2][4] - Apple's strategy has shifted towards enhancing overall profit margins through high-end hardware and services, rather than emphasizing individual product sales [2]