3个月降价3000，iPhone Air实现了史上最速背刺

Core Insights - The iPhone Air has seen significant price reductions shortly after its launch, indicating poor sales performance and a potential inventory clearance strategy by the company [1][11][22] - Despite the iPhone Air's disappointing market reception, the company's Q1 2026 financial results exceeded expectations, showcasing strong overall revenue growth [2][20] Pricing and Sales Performance - The iPhone Air was initially priced at 7999 yuan but is now available for as low as 4599 yuan after discounts and subsidies, representing a price drop of 3400 yuan [1] - As of January 24, 2026, the cumulative activation of the iPhone Air in China was under 200,000 units, accounting for less than 3% of the iPhone 17 series sales during the same period [1][11] - The iPhone Air's second-hand market value has plummeted by over 40% within just 10 weeks of its release, marking the largest depreciation recorded for an iPhone model [11] Product Reception and User Feedback - Users have criticized the iPhone Air for its poor battery life and limited camera capabilities, which do not meet the expectations set by its premium pricing [5][7][22] - The product's design focus on being ultra-thin has led to compromises in essential features, resulting in negative user experiences [9][12] Strategic Implications - The failure of the iPhone Air highlights a potential misalignment between the company's product strategy and actual consumer needs, raising concerns about its future direction [20][22] - The company is reportedly delaying the release of the iPhone Air 2, indicating a reassessment of its product line and market strategy [14] - The upcoming foldable iPhone is positioned as a high-risk venture, reflecting the company's attempt to innovate in a competitive landscape [16][22] Financial Performance - The company's Q1 2026 financial report showed total revenue of $143.76 billion, a 16% year-over-year increase, with net profit reaching $42.1 billion [20] - The iPhone segment alone generated $85.3 billion in revenue, marking a 23% increase and setting a record for the highest quarterly revenue from iPhone sales [20]