Group 1 - Apple announced a new donation program to Tsinghua University aimed at helping students acquire knowledge and skills for sustainable innovation [2][3] - The donation will support a university-wide initiative to cultivate green innovation talent and explore innovative solutions to environmental challenges [5] - Apple CEO Tim Cook expressed pride in the long-term partnership with Tsinghua University and emphasized the importance of empowering students to contribute to environmental development [3][5] Group 2 - Apple has achieved carbon neutrality in its global operations since 2020 and is working towards its goal of carbon neutrality across its entire supply chain and product lifecycle by 2030 [5] - Over 90% of Apple's manufacturing in China is currently powered by renewable energy [5] - Tim Cook participated in a promotional event in Shanghai and announced the pre-order date for the iPhone Air, which will be available for sale on October 22 [5][6] Group 3 - The iPhone Air is Apple's thinnest iPhone to date, featuring a thickness of 5.6 mm and adopting a pure eSIM design [6] - The launch of the iPhone Air in mainland China has been delayed due to the readiness of eSIM support [6] - Major Chinese telecom operators have begun rolling out eSIM services, with China Unicom and China Mobile officially launching eSIM business [6]

Core Viewpoint - Apple has announced a new donation program to Tsinghua University aimed at fostering sustainable innovation skills among students, building on a decade-long partnership [2][3]. Group 1: Donation Program - The donation will establish a university-wide initiative to equip students with knowledge and skills necessary for sustainable innovation in their future careers [3]. - Apple CEO Tim Cook expressed pride in advancing the collaboration with Tsinghua University and emphasized the importance of empowering students to contribute to environmental efforts [3]. Group 2: Environmental Initiatives - With Apple's support, Tsinghua University will create research platforms and promote collaborative innovation between academia and industry to cultivate green innovation talent [5]. - Apple has achieved carbon neutrality in its global operations since 2020 and is working towards a goal of carbon neutrality across its entire supply chain and product lifecycle by 2030 [5]. - Currently, over 90% of Apple's manufacturing in China is powered by renewable energy [5]. Group 3: Product Launch - Tim Cook recently appeared in Shanghai to announce the pre-order date for the iPhone Air, which will begin on October 17 and officially launch on October 22 [5]. - The iPhone Air is Apple's thinnest iPhone to date at 5.6 mm and utilizes a pure eSIM design, eliminating the physical SIM card slot [6]. - Due to incomplete eSIM support conditions, the iPhone Air will not be available in mainland China at the same time as its global release [6].

Core Viewpoint - Apple is increasingly adapting to the Chinese market, with CEO Tim Cook engaging directly with consumers through a live stream on Douyin to announce the pre-order and release dates for the new iPhone Air [1][4]. Group 1: Product Launch - The iPhone Air will be available for pre-order in mainland China starting October 17 and will officially launch on October 22 [1]. - The iPhone Air is Apple's thinnest iPhone to date, measuring 5.6 mm in thickness, and it exclusively uses eSIM technology, eliminating the physical SIM card slot [4]. Group 2: Market Readiness - The launch of the iPhone Air in mainland China was initially delayed due to the lack of eSIM support, but all three major telecom operators in China (China Mobile, China Unicom, and China Telecom) have now received approval to offer eSIM services [4]. - The transition to eSIM technology in China has primarily been seen in devices like smartwatches and tablets, but the introduction of eSIM for smartphones marks a significant shift in the market [4]. Group 3: Demand Analysis - Analyst Ming-Chi Kuo noted that while initial pre-order demand for the iPhone Air appears lower than that of the iPhone 16 Plus from the previous year, the production volume for the iPhone Air in Q3 2025 is expected to be three times that of the iPhone 16 Plus in Q3 2024, indicating a potential increase in demand over time [5]. - The unique positioning of the iPhone Air as a new product line means that demand will need to be observed over a longer period to gain a clearer understanding [5].