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被问到iPhone Air销量,库克沉默了

Core Insights - Apple's Q4 FY2025 revenue reached $102.47 billion, marking an 8% increase from $94.93 billion year-over-year, with net profit soaring 86% to $27.47 billion [1] - The Greater China region reported a revenue decline of 3.6% to $14.49 billion, contrasting with growth in other regions [1] - CEO Tim Cook attributed performance issues in China to supply constraints and expressed optimism about the iPhone 17 series' popularity in the region [2] Financial Performance - Total revenue for Q4 FY2025 was $102.47 billion, a record for the period, compared to $94.93 billion in the same quarter last year [1] - Net profit for the quarter was $27.47 billion, up from $14.74 billion year-over-year, resulting in diluted earnings per share of $1.85, a 91% increase from $0.97 [1] - Apple anticipates a revenue growth of 10% to 12% for the upcoming quarter ending in December [1] Market Dynamics - The iPhone 17 series saw a 14% increase in sales during the first ten days post-launch compared to the iPhone 16 series [4] - The base model iPhone 17 experienced a 31% sales increase over its predecessor, particularly well-received in China for its value [4] - Intense competition from local brands like Huawei and Xiaomi poses challenges for Apple's market share in China [4] Product Insights - The recently launched iPhone Air is expected to generate market interest, although its sales performance has raised concerns among analysts [5][8] - Reports indicate a potential production cut of 1 million units for the iPhone Air due to underwhelming market response, though conflicting reports suggest Apple may maintain its production plans [8] - The iPhone Air's higher price point compared to the more feature-rich iPhone 17 may limit its appeal, positioning it as a niche product [9]