Apple(US:AAPL) 21世纪经济报道·2025-09-15 02:57Core Viewpoint - Pinduoduo has launched a significant discount campaign for the iPhone 17 series, offering the lowest prices available online, which may impact Apple's pricing strategy and market share in China [1][4]. Pricing and Discounts - The iPhone 17 is priced as low as 5099 yuan, the iPhone 17 Pro at 7999 yuan, and the iPhone 17 Pro Max at 8999 yuan on Pinduoduo, making it the most competitive launch price [1]. - A user reported a final price of 4999 yuan for the iPhone 17 256GB after applying additional coupons [3]. - In comparison, Apple's official pricing for the iPhone 17 256GB is 5999 yuan, with higher prices for other models [4]. Market Dynamics - The pre-sale for the iPhone 17 series faced significant demand, with over 343,000 reservations for the standard model and 227,000 for the Pro Max on JD.com [7]. - Apple's high-end market share remains strong at 62%, but it has seen a slight decline due to faster growth from competitors like Huawei and Xiaomi [10]. Competitive Landscape - Huawei regained the top position in the Chinese market with 1.22 million units shipped, while Apple shipped approximately 1.01 million units, resulting in a market share of 15% [10]. - The competition in the Chinese market is intensifying, with major brands like Vivo, OPPO, and Xiaomi closely following [10]. Future Outlook - Apple is expected to introduce a foldable iPhone next year, with projected shipments of 8 to 10 million units in 2026 and potential growth to 25 million units by 2027 [9]. - Despite a slight expected decline in iPhone sales in the fourth quarter, Apple is expanding its sales channels in China, including entering Douyin's marketplace [11].