Core Insights - The newly released iPhone Air has been included in government subsidies, with discounts applied to its various storage models [1][12] - The iPhone Air's sales performance has been underwhelming, prompting the rapid introduction of promotional policies [12][13] - The market perception of the iPhone Air is that it offers lower value compared to the standard iPhone 17, leading to consumer preference for the latter [14][15] Pricing and Subsidy Details - The iPhone Air 256GB model originally priced at ¥7999 is now available for ¥7599 after a ¥400 discount [1] - The 512GB model has been reduced from ¥9999 to ¥9499, and the 1TB model from ¥11999 to ¥11399, reflecting discounts of ¥500 and ¥600 respectively [1] - Only the three major telecom operators (China Telecom, China Mobile, and China Unicom) support the government subsidy for the iPhone Air, with no regional restrictions [1] Sales Performance and Market Reaction - The activation volume for the iPhone Air during its first sales week was reported to be over 50,000 units, which is considered disappointing [13] - Analysts have noted that the demand for the iPhone Air is lower than expected, leading to a reduction in supply chain output and capacity [12][13] - Apple's CEO Tim Cook did not mention the iPhone Air's sales performance during the recent earnings call, raising concerns among investors [14] Consumer Preferences and Market Trends - The iPhone Air's specifications, such as a lower battery capacity and fewer features compared to the standard iPhone 17, have contributed to its lack of appeal [14] - The eSIM functionality, while approved for commercial use by the three major telecom operators, is still in the trial phase and has limited consumer attraction [15] - The overall market trend indicates that ultra-thin flagship devices are struggling to gain consumer acceptance, as evidenced by similar products from competitors [15]