Apple(US:AAPL) 猿大侠·2025-09-19 04:11Core Viewpoint - The iPhone Air will be sold exclusively as a contract phone through carrier channels in China, lacking a full-network version and eSIM flexibility among carriers [1][3][10]. Group 1: Sales Strategy - The iPhone Air will only be available through specific carriers, requiring users to bind to a single operator's service contract, limiting their ability to choose based on network quality or pricing plans [3][6]. - Apple retail stores will not display promotional materials or samples for the iPhone Air, necessitating visits to carrier stores for hands-on experience [4][5]. Group 2: eSIM Technology - The iPhone Air will utilize a pure eSIM design, eliminating the physical SIM card slot, which is expected to promote the adoption of eSIM technology in China [7][8]. - eSIM technology allows for remote activation and management of mobile services, addressing the limitations of traditional SIM card processes [8]. Group 3: Regulatory and Market Challenges - The launch of the iPhone Air in China has been delayed due to regulatory approvals and the readiness of domestic carriers to support eSIM technology [9][10]. - Apple has stated that it is working closely with regulatory bodies to expedite the launch of the iPhone Air, indicating a proactive approach to overcoming these challenges [9].