2025.11. 25 本文字数：972，阅读时长大约2分钟 苹果iPhone Air是该公司近年来对智能手机设计最大的一次调整，但从机构追踪的早期数据来看， 销量低于预期。 数据公司IDC通过分析苹果供应链的情况来跟踪iPhone销量。IDC发现，苹果公司在iPhone发布后 的几周内将生产计划削减了一半，而iPhone Air 的销量仅达到了最高预期的三分之一。 IDC分析师纳比拉·波帕尔（Nabila Popal）表示："苹果对iPhone Air抱有更大的期望，但它尚未 实现。" 摩根士丹利分析师则估计，苹果公司2025年下半年可能生产9000万部iPhone系列新手机，较原来 的预期高出600多万部，但补充称："这些数字部分被iPhone Air相对疲软的表现所抵消。" 另据相关网站监测数据，尽管iPhone Air在9月份刚推出时一度引起消费者的浓厚兴趣，但这些关注 转化为销量的速度正在放缓。根据网络情报平台Similarweb的数据，苹果The Air产品页面本月浏览 量达到100万次，但 iPhone Air的购买转化率比其他型号低约三分之一。 作者 | 第一财经 钱童心 苹果销售部门正式宣布 ...

Core Viewpoint - Apple is laying off part of its sales team in response to weak iPhone sales, particularly the newly launched iPhone Air, as it prepares for the annual sales peak during the holiday season [2][3]. Group 1: Layoffs and Sales Strategy - Apple confirmed the layoffs are aimed at "enhancing customer engagement," affecting only a small number of positions while continuing to recruit for new roles [2]. - The impact of these layoffs on the upcoming sales season remains uncertain, but analysts have noted challenges in iPhone sales, especially for the iPhone Air model [2]. Group 2: iPhone Air Performance - Early data indicates that iPhone Air sales are below expectations, with production plans reportedly cut by half shortly after its release, achieving only one-third of the highest sales projections [2]. - Analysts from Morgan Stanley 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 [2]. - Forrester's analysis suggests that the pricing of the iPhone Air is awkward, being only $100 cheaper than the high-end iPhone 17 Pro but $200 more expensive than the base iPhone 17 model, which may hinder its sales [3]. Group 3: Consumer Reception - The iPhone Air is currently the worst-selling model in the iPhone 17 series, with long delivery wait times in Asian markets contributing to its poor performance [3]. - Analysts believe that consumer acceptance of the iPhone Air may take time, drawing parallels to the gradual acceptance of the MacBook Air after its initial release [3].

Group 1 - Xiaomi's founder and CEO Lei Jun announced that the sales performance of the Xiaomi 17 series exceeded expectations during its initial launch [2][4] - The Xiaomi 17 series achieved record sales within the first five minutes of its launch, setting new records for both sales volume and revenue for domestic smartphones in all price segments in 2025 [5] - The Xiaomi 17 Pro Max model accounted for over 50% of the sales within the Xiaomi 17 series, breaking the record for first-day sales volume and revenue for domestic smartphones in 2023 [5] Group 2 - Despite the strong sales of the Xiaomi 17 series, Xiaomi Group's stock performance has been relatively weak, with a 2.09% decline on October 6, closing at 53.85 HKD [5] - From the beginning of October, Xiaomi Group's stock has seen a slight decrease of 0.28%, while the Hang Seng Index and Hang Seng Tech Index have increased by 0.38% and 1.31%, respectively [6] - Over the past year, Xiaomi Group's stock price had increased significantly, more than tripling from August of last year to the first quarter of this year, but has since entered a consolidation phase [8]

Core Viewpoint - The iPhone 17 standard version has received a strong market response, prompting Apple to evaluate and potentially increase production lines due to high pre-sale performance [1] Group 1: Sales Performance - The pre-sale data for the iPhone 17 series shows that within one minute of opening, sales exceeded the total sales of the same day last year [1] - The pre-sale volume for the standard version increased approximately 8 times year-on-year, while the Pro series saw a growth of about 3 times [1] - The delivery time for the standard version on Apple's official website has extended to October, indicating a one-month wait, which is rare for previous iPhone launches [1] Group 2: Production Capacity - Foxconn's Zhengzhou port area is currently in the ramp-up phase for iPhone 17 series mass production, with nearly 200,000 workers operating in two shifts to meet production demands [1] - The production line utilization rate has reached 80%-90%, with the main capacity fully shifted to the iPhone 17 series [1] Group 3: Future Projections - Industry chain information suggests that Apple's total inventory for 2025 is projected to be around 100 million units, with adjustments to be made based on market performance [1]