iPhone 17“大冒险”：史上最薄、AI缺席，果粉买单吗？

Core Viewpoint - The article discusses Apple's recent product launch, highlighting the introduction of the iPhone 17 series and the new Air model, while emphasizing the challenges and opportunities in various markets, particularly in China [6][11][34]. Product Launch Highlights - Apple unveiled eight new products, including four new iPhone models: iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and iPhone Air [6][7]. - The iPhone Air is notably thin at 5.6 mm, representing a 40% reduction in thickness compared to previous models, but it only supports eSIM, lacking a traditional SIM card slot [7][14]. - The standard iPhone 17 has received significant upgrades, including a 120Hz refresh rate and a starting storage of 256GB, which is a departure from previous models [8][9][14]. Pricing Structure - The pricing for the iPhone 17 series is as follows: - iPhone 17: 5999 RMB (256GB), 7999 RMB (512GB) - iPhone Air: 7999 RMB (256GB), 9999 RMB (512GB), 11999 RMB (1TB) - iPhone 17 Pro: 8999 RMB (256GB), 10999 RMB (512GB), 12999 RMB (1TB) - iPhone 17 Pro Max: 9999 RMB (256GB), 11999 RMB (512GB), 13999 RMB (1TB), 17999 RMB (2TB) [10]. Market Position and Challenges - Apple ranks second in global smartphone shipments but has dropped to fifth in the Greater China market, facing increased competition and regulatory challenges [11][30]. - The stock price fell by 1.6% following the launch, attributed to a perceived lack of groundbreaking innovation and limited focus on AI features during the event [11][12]. - The success of the iPhone 17, particularly the Air model, is crucial for Apple's market share recovery in China [12][34]. Regional Market Insights - In the Americas, particularly the U.S., Apple maintains a strong market presence, with a 47.6% share and a 14.8% year-over-year growth in Q2 2025 [21][22]. - The European market presents challenges due to regulatory pressures and increasing competition from Chinese brands, although Apple's position remains stable [23][24]. - Emerging markets, especially in Asia, show potential for growth, with increasing demand in India and Southeast Asia, but Apple needs to enhance its local presence [24][25]. China Market Specifics - The introduction of eSIM in the iPhone Air faces hurdles in China, where only China Unicom currently supports eSIM activation, potentially limiting sales [27][28]. - The delayed launch of Apple Intelligence features in the Chinese market could hinder the iPhone 17's competitiveness against local brands that are rapidly advancing in AI capabilities [29][30]. - Huawei has regained the top position in the Chinese smartphone market, posing a significant threat to Apple's market share, which has declined to 13.9% [30][31]. Conclusion - The iPhone 17's sales prospects are highly dependent on policy changes and market dynamics, with a clear regional differentiation in performance [34].