苹果销售部门裁员，iPhone Air产量大幅削减

Core Viewpoint - Apple is laying off part of its sales team in response to weak iPhone sales, particularly the newly launched iPhone Air, as it prepares for the annual sales peak during the holiday season [2][3]. Group 1: Layoffs and Sales Strategy - Apple confirmed the layoffs are aimed at "enhancing customer engagement," affecting only a small number of positions while continuing to recruit for new roles [2]. - The impact of these layoffs on the upcoming sales season remains uncertain, but analysts have noted challenges in iPhone sales, especially for the iPhone Air model [2]. Group 2: iPhone Air Performance - Early data indicates that iPhone Air sales are below expectations, with production plans reportedly cut by half shortly after its release, achieving only one-third of the highest sales projections [2]. - Analysts from Morgan Stanley estimate that Apple may produce 90 million new iPhone units in the second half of 2025, an increase of over 6 million from previous forecasts, but this is partially offset by the weak performance of the iPhone Air [2]. - Forrester's analysis suggests that the pricing of the iPhone Air is awkward, being only $100 cheaper than the high-end iPhone 17 Pro but $200 more expensive than the base iPhone 17 model, which may hinder its sales [3]. Group 3: Consumer Reception - The iPhone Air is currently the worst-selling model in the iPhone 17 series, with long delivery wait times in Asian markets contributing to its poor performance [3]. - Analysts believe that consumer acceptance of the iPhone Air may take time, drawing parallels to the gradual acceptance of the MacBook Air after its initial release [3].