Apple(US:AAPL) 新浪财经·2025-10-14 09:08Core Viewpoint - Apple's CEO Tim Cook's visit to China aims to promote the upcoming iPhone Air, but coincides with reports of activation issues for new iPhone models, raising concerns about the company's server reliability [1][8][15]. Group 1: Tim Cook's Visit and iPhone Air Launch - Tim Cook visited China for the second time this year, engaging in promotional activities for the iPhone Air, which will be available for pre-order on October 17 and officially on sale on October 22 [3][8]. - During his visit, Cook interacted with industry figures, highlighting Apple's focus on the Chinese market [3][15]. Group 2: Activation Issues and Server Problems - Users reported widespread activation issues with the iPhone 17 series, with complaints surfacing on social media platforms [1][10]. - Apple's customer service acknowledged the server issues affecting activation, stating that the problem is being addressed and is unrelated to the devices themselves [13][15]. - This incident marks a recurrence of server problems during a product launch, reminiscent of a similar outage in May [14][15]. Group 3: Market Performance and Challenges - Apple's revenue from the Greater China region was $15.37 billion, accounting for 16.34% of total revenue in Q3 2025, indicating its significance in Apple's global market [15][16]. - Despite this, the Greater China market has faced growth challenges, with a 4% year-over-year increase compared to a global growth rate of 10% [16]. - The region experienced a decline in sales over four consecutive quarters in 2024, highlighting the competitive pressure from local brands like Huawei and Xiaomi [16].