生产减半、定价尴尬！iPhone Air再迎坏消息

Core Insights - The launch of the iPhone Air has not met sales expectations, with production orders cut by half and sales reaching only one-third of Apple's highest projections [1][2] - The iPhone Air's design sacrifices core features for its ultra-thin profile, leading to a lack of competitive advantage in its pricing tier [2] - The iPhone 17 series, excluding the Air model, is performing well, with a forecasted total production capacity of 90 million units for the second half of the year [3] Group 1 - The iPhone Air is described as "the thinnest iPhone in Apple's history," but its sales have been disappointing, prompting a significant reduction in production orders [1] - The device's ultra-thin design (5.64 mm) comes at the cost of essential features, such as the removal of a second speaker and a single main camera, along with a reduced battery capacity that requires an additional detachable battery pack [2] - The pricing of $999 places the iPhone Air in an awkward position, only $100 cheaper than the iPhone 17 Pro, which offers superior features, leading to poor market reception [2] Group 2 - Analysts suggest that the iPhone Air is essentially a "trial device" for Apple's future foldable phones, aimed at gauging consumer acceptance of thinner devices [3] - The iPhone Air has been identified as the worst-performing model in the iPhone 17 series, particularly struggling in the Chinese market [2] - Apple has reportedly delayed the development of the next generation of the iPhone Air, with supply chain capacity expected to be reduced by over 80% [3]