库克来华为iPhone 17造势，探访莉莉丝还逛了北京公园

Core Insights - Apple's CEO Tim Cook visited Beijing and Shanghai to promote the iPhone 17, highlighting the company's commitment to the Chinese market and its ongoing investment in local partnerships [3][4]. Group 1: Market Performance - In the third quarter, Apple's smartphone shipments in China increased by 0.6% year-on-year, reaching 10.8 million units, capturing a market share of 15.8% [3]. - Apple's revenue from the Greater China region in the third quarter was $15.369 billion, reflecting a year-on-year growth of 4% [4]. Group 2: Product Strategy - The iPhone 17's success is attributed to its high cost-performance ratio, appealing to price-sensitive consumers [3]. - The launch of eSIM services by China's three major telecom operators is seen as a critical factor for the iPhone 17 Air's market entry, as it eliminates the physical SIM card slot, leading to design innovations [4]. Group 3: Competitive Landscape - Apple's eSIM-only strategy may prompt a shift in the Android ecosystem, with expectations that competitors will follow suit after 2026 if Apple's approach proves successful in China [5].