Apple(US:AAPL) 量子位·2025-11-11 04:24Core Viewpoint - The iPhone Air has faced significant challenges since its launch, leading to production cuts and a lack of consumer interest, ultimately resulting in its withdrawal from the market [5][25][31] Market Response - The iPhone Air's initial sales were disappointing, with only over 50,000 activations in its first week, which is less than one-tenth of the iPhone 17 Pro Max's performance [5] - In major online sales channels like JD and Tmall, the iPhone Air's sales lagged behind both the iPhone 17 series and the older iPhone 16 models, failing to make it into the top ten of small-screen bestsellers [6] - On Amazon, the iPhone Air received a rating of only 4.4, with many users citing serious battery and performance issues compared to the Pro Max [8] Product Positioning - Apple aimed to create a "non-Pro flagship" by simplifying features, removing high-refresh screens and advanced camera capabilities, while retaining the A-series chip and main camera [12] - However, the iPhone Air's stripped-down features did not meet consumer expectations, leading to a perception of it being underwhelming and overpriced compared to the iPhone 17 Pro, which is only $100 more but offers significantly better specifications [15][16] User Experience Issues - The removal of the physical SIM card slot in favor of eSIM led to complications for users in regions where eSIM is not widely supported, causing frustration and connectivity issues [19][20] - The iPhone Air lacked unique features or configurations that could stimulate accessory development or software adaptation, making it less appealing to consumers [22][23] Competitive Landscape - The withdrawal of the iPhone Air has created a gap in the "light flagship" market, which domestic brands like Xiaomi, OPPO, and Honor have already capitalized on, offering competitive products with strong ecosystems [26][27] - Huawei has quickly responded by launching the Mate 70 Air, which is thinner and lighter at a lower price point, indicating a swift shift in market dynamics following Apple's retreat [28][29] Future Prospects - Although the iPhone Air 2 project has been removed from the main production schedule, internal development continues, with plans for improvements in weight, battery capacity, and camera performance [31][32] - The potential for a future return of the iPhone Air remains, though it may not happen soon [33]