Core Viewpoint - Apple has initiated its third large-scale promotion within a month, offering significant discounts on various products, particularly the iPhone Air, which has seen a price drop of up to 2900 yuan in three months [1][12]. Group 1: Promotion Details - The promotion period is from January 25, 2026, 20:00 to February 11, 2026, 23:59:59, with the iPhone Air 256GB originally priced at 7999 yuan now available for 5499 yuan after a 2000 yuan discount [1]. - On JD.com, similar promotions are available, allowing the iPhone Air to be purchased for as low as 5099 yuan when combining various subsidies [1][4]. - Other Apple products, including the iPhone 17 Pro/Pro Max, MacBook Air, and iPad Air, are also receiving discounts ranging from 300 to 1200 yuan [7][8]. Group 2: Inventory and Market Response - Apple has prepared approximately 200,000 units of iPhone 17 Pro/Pro Max, 13,000 units of iPhone Air, 7,300 units of MacBook Air, 20,000 units of iPad Air, and 6,000 units of iPad mini for this promotional event [10]. - The market response has been positive, with consumers expressing excitement over the significant price reductions [5]. Group 3: Recent Sales Performance - In the fourth quarter of fiscal year 2025, Apple reported total revenue of 102.466 billion USD, an 8% year-over-year increase, with net profit reaching 27.466 billion USD, up 86% [12]. - However, revenue in the Greater China region decreased by 3.6%, contrasting with growth in other regions such as the Americas and Europe [13].

Group 1 - Apple has launched year-end promotional activities on e-commerce platforms ahead of "Double Twelve," with price reductions of 300 yuan for iPhone 17 Pro and iPhone 17 Pro Max, starting from 8699 yuan and 9699 yuan respectively, running from December 8 to December 14 [1] - Compared to previous years, the promotional efforts for the iPhone 17 series are significantly weaker, with only a 300 yuan discount during the Double Eleven shopping festival, while the iPhone 17 standard version did not have any discounts [1] - In contrast, during the Double Eleven of 2024, the iPhone 15 Pro Max saw a price drop of 1300 yuan, and the newly released iPhone 16 series had a discount of 500 yuan [1] Group 2 - In May, Apple issued a price reduction notice for the iPhone 16 Pro 128GB version and all versions of the iPhone 16 Pro Max, with reductions of up to 1000 yuan, and the iPhone 16 Pro 128GB version, combined with national subsidies, priced at 5499 yuan, reflecting a total discount of 2500 yuan [2] - Analysts believe that the previous aggressive price cuts were emergency measures due to sales pressure, while the market feedback for the iPhone 17 series has been positive, leading to only regular small promotions this time [2] - According to Counterpoint Research, in October 2025, iPhone shipments in China surged by 37% year-on-year, with a market share rising to 25%, marking the first increase since 2022, driven primarily by the iPhone 17 series [2] Group 3 - As of November 30, the cumulative sales of the iPhone 17 series in China reached 12.553 million units, leading the domestic smartphone market [3] - In the week of November 24 to 30, 2025, Huawei captured 18% of the market share, closely following Apple's 18.6% share [3]

Group 1 - Apple has initiated price reductions for the iPhone 16 series as part of Mother's Day promotions, with all models except the iPhone 16e participating in the discount [1][4] - The iPhone 16 series promotions on Amazon UK do not include any bundled gifts or trade-in services, making the iPhone 16 easier and cheaper to repair over time [4] - The iPhone 16 is expected to be one of the most valuable iPhones in years due to potential import tariffs affecting the upcoming iPhone 17 [4] Group 2 - JD.com has announced significant promotions for the iPhone 16 Pro series, with discounts up to 2500 yuan available for consumers [5] - The iPhone 16 Pro 128GB version can be purchased for as low as 5499 yuan after applying a 500 yuan national subsidy, with 12-month interest-free installment options [5] - The iPhone 16 Pro Max 256GB and 512GB versions are available at discounted prices of 7799 yuan and 9799 yuan respectively, also with 12-month interest-free payment plans [5]