然而，当前市场对这类"为薄而薄"的产品似乎并未全然买账。其中，iPhone Air的销售轨迹呈现出明显 的高开低走态势。预售阶段，凭借苹果品牌的号召力和超薄设计的视觉冲击，该机型一度创下"官网5分 钟售罄"的纪录，但热度并未持续。 日本瑞穗证券发布的报告指出，苹果决定削减iPhone Air的生产规模，预计减少约100万台，原因是市场 表现"远低于预期"；摩根士丹利也在分析中提到，虽然iPhone 17系列整体销量超出预期，但iPhone Air 需求疲软。一位业内人士对记者称，iPhone Air因仅支持eSIM，在中国市场"卖得一般"，但供应链的调 整不明显。 业内普遍认为，iPhone Air为追求极致轻薄牺牲了太多实用体验——例如，续航缩短，苹果虽同步推出 专用磁吸电池MagSafe作为解决方案，但这一外接配件本身与手机的轻薄理念相悖，附加电池后整体厚 度和重量反而超过常规手机。此外，iPhone Air仅配备单颗4800万像素主摄像头，取消了超广角与长焦 镜头，起售价高达7999元。 今年，轻薄手机成为智能手机行业的新风潮——三星、苹果等品牌相继推出机身厚度控制在5.5毫米至6 毫米之间的超薄机型， ...

在一众高喊着"AI Phone"的新品里，iPhone Air的出现多少显得有些突兀。它没有更强的算力，也没有全新的影像系统，却凭借"史上最轻旗舰手机"的身份， 在短时间内引爆全行业的模仿热潮。 当iPhone拾起"Air"这个词，整个手机圈仿佛集体被唤醒——轻薄，再一次成为了被讨论的焦点。 除苹果外，国内TOP5手机大厂也在积极加入到「Air」大战中。近期，华为Mate 70 Air线下海报在互联网曝光，暗示华为Mate系列首款轻薄旗舰11月登场； 小米正在评估17 Air新机，主打中尺寸、高像素全能方案。不仅如此，OPPO、vivo、荣耀也有相关的计划。 进入5G与AI时代后，手机变得越来越重——大底影像模组、散热系统、AI加速芯片、超大容量电池等，这些都让机身从6mm膨胀到9mm，从150克一路涨到 230克。厂商在参数上越卷越凶，却也让"轻薄"成了一种奢侈。 因此，iPhone Air的初次亮相，的确足够惊艳。但当「轻薄」成为苹果的营销符号，模仿几乎是必然的结果。三星、传音、moto、小米、华为——几乎所有 品牌都在同一时间推出或曝光带有"Air"、"Slim"、"Edge"等后缀的机型。 （图源：A ...

Core Insights - The iPhone Air is facing significant challenges in the market, with demand falling short of expectations, leading to a projected production capacity reduction of over 80% by Q1 2026 [1][5][6] - The iPhone 17 series has effectively met the majority of consumer needs, making it difficult for the iPhone Air to find a new market position [3][19] - Apple plans to cut production by 1 million units of the iPhone Air while increasing the iPhone 17 series production by 2 million units [5][6] Group 1 - The iPhone Air's starting price is 7999 yuan, but it is being sold at a lower price on second-hand platforms, indicating weak demand [6][12] - The iPhone Air only accounts for 3% of the overall sales of the iPhone 17 series, highlighting its poor market performance [7] - The iPhone Air has been criticized for its lack of competitive features compared to the iPhone 17 series, which offers better specifications at a lower price point [14][19] Group 2 - The iPhone Air's design sacrifices functionality for a thinner profile, which has not resonated with consumers [12][19] - The device's battery life is significantly lower than competitors, with only a 3149mAh battery compared to newer Android models [12][19] - The iPhone Air's reliance on eSIM technology complicates user experience, as the activation process is cumbersome in the current market [13][19] Group 3 - The iPhone Air's situation mirrors that of previous models like the iPhone mini and Plus series, which also struggled due to a lack of consumer demand [16][18] - Apple's focus on a single selling point has led to neglect of broader consumer needs, resulting in poor sales performance [19][20] - The extreme thinness of the iPhone Air aligns with future mobile design trends, but its value proposition remains questionable [19][20]