Apple(US:AAPL) 新浪财经·2025-09-19 08:14Core Viewpoint - The launch of the iPhone 17 series has generated significant consumer interest, but the iPhone 17 Pro is facing challenges in the resale market due to oversupply and competitive pricing strategies from e-commerce platforms [3][6][8]. Group 1: iPhone 17 Series Launch - The iPhone 17 series officially went on sale today, with long queues at physical stores indicating strong brand appeal [3][6]. - The iPhone 17 Pro has been rejected by scalpers, primarily due to an oversupply of this model [3][6][7]. - Apple has not provided specific inventory data regarding the iPhone 17 series [7]. Group 2: Pricing and Market Dynamics - E-commerce platforms are offering substantial subsidies, making prices lower than Apple's official pricing, which limits scalpers' profit margins [8]. - The iPhone 17 standard version starts at 5,999 yuan, maintaining last year's price but with improved specifications, while the iPhone 17 Pro has increased in price by approximately 1,000 yuan to 8,999 yuan [8][9]. Group 3: eSIM and Product Delays - The iPhone Air, which exclusively supports eSIM, has been delayed in its release due to the readiness of eSIM services from telecom operators [9][11]. - China Unicom has indicated that it is prepared to support eSIM services, while China Mobile and China Telecom are also ready to launch their eSIM mobile services soon [11][12]. Group 4: Competitive Landscape - Huawei has launched significant price cuts on its high-end models, including the Mate X6 and Pura 80 series, ahead of the iPhone 17 series release, intensifying competition in the premium smartphone market [13][14]. - As of Q2 2025, Huawei regained the top position in the Chinese smartphone market with a shipment of 12.5 million units, while Apple ranked fifth with a market share of 13.9% [14].