Apple(US:AAPL) Counterpoint Research·2025-10-23 09:03Core Insights - The iPhone 17 series has seen a 14% increase in sales in China and the US compared to the iPhone 16 series within the first 10 days of launch [5][6][8] - The standard version of the iPhone 17 is a significant driver of this growth, with sales nearly doubling that of the iPhone 16 in China [8] - In the US, demand for the iPhone 17 Pro Max has surged, particularly due to increased carrier subsidies [6][8] Sales Performance - The standard iPhone 17 has been well-received in China, attributed to its strong value proposition, including enhanced features at the same price point as the iPhone 16 [6][8] - In the US market, the iPhone 17 Pro Max is experiencing strong demand as users upgrade from devices purchased during the pandemic [8] - The iPhone Air has shown better performance than the iPhone 16 Plus, with expectations for its market launch in China starting from late October [8] Market Trends - The increase in carrier subsidies in the US has shifted market focus towards high-end models, enhancing customer loyalty to the Apple ecosystem [6] - The iPhone 17 series reflects a strategic move by Apple to cater to both budget-conscious consumers and high-end users, indicating a dual-market approach [6][8]