苹果销售部门裁员，iPhone Air产量大幅削减

Core Viewpoint - Apple is facing challenges in iPhone sales, leading to layoffs in its sales department as part of efforts to enhance customer engagement while preparing for the annual sales peak during the holiday season [3][4]. Group 1: Layoffs and Sales Strategy - Apple confirmed layoffs in its sales teams to strengthen customer engagement, stating that only a few positions would be affected, and that affected employees could apply for new roles within the company [3][4]. - The impact of these layoffs on the upcoming sales season remains uncertain, but analysts have noted ongoing challenges in iPhone sales, particularly for the newly launched iPhone Air model [3][4]. Group 2: iPhone Air Sales Performance - Early data from IDC indicates that Apple has cut its production plan for iPhones by half shortly after the iPhone Air launch, with sales reaching only one-third of initial expectations [4]. - Morgan Stanley analysts estimate that Apple may produce 90 million new iPhone units in the second half of 2025, an increase of over 6 million from previous forecasts, but this is partially offset by the weak performance of the iPhone Air [4]. - Despite initial consumer interest in the iPhone Air, the conversion rate to sales has slowed, with Similarweb reporting that the product page received 1 million views but the purchase conversion rate was about one-third lower than other models [4]. Group 3: Pricing and Market Position - Forrester's analysis suggests that the iPhone Air's awkward pricing is a significant barrier to boosting sales, as it is only $100 cheaper than the high-end iPhone 17 Pro but $200 more expensive than the base iPhone 17 model [4]. - Analysts from Jefferies noted that the iPhone Air is currently the worst-selling model in the iPhone 17 series, partly due to long delivery wait times in Asian markets [5].