Core Viewpoint - The iPhone Air will not be launched in China as scheduled due to regulatory approval issues related to its eSIM design, which is a departure from traditional SIM cards [1][2][5]. Group 1: Product Launch Details - Apple has updated the iPhone Air's release status on its official website to "release information to be updated later," indicating that all models will be released after obtaining approval [1]. - The iPhone Air, introduced during the September 10 event, is Apple's thinnest phone at 5.6 mm thick and weighs 165 grams, featuring a 6.5-inch screen and the A19 Pro processor [1]. - The iPhone Air's design compromises battery life and camera performance due to its thinness, and it exclusively uses eSIM technology, which has delayed its launch in China [1][5]. Group 2: eSIM Technology and Regulatory Issues - The delay in the iPhone Air's release is directly linked to the eSIM design, with Apple working closely with telecom operators and regulatory bodies to secure the necessary approvals [2][5]. - eSIM technology, which is embedded in the device, offers advantages over traditional SIM cards, such as flexibility and security, but its adoption in China is limited compared to Western markets [2][5]. - Currently, only China Unicom supports eSIM for iPhones, while China Mobile and China Telecom are awaiting regulatory approval to offer eSIM services [3][5]. Group 3: Market Implications - The lack of support for physical SIM cards in the iPhone Air could significantly limit its market acceptance in China, where users still heavily rely on traditional SIM cards [5]. - The rollout of eSIM technology in China faces challenges related to strict regulations on real-name registration and anti-fraud measures, which complicate the transition from physical to embedded SIM cards [5][6]. - Apple has made local adaptations for eSIM usage in China, requiring users to activate eSIM in person at service centers, which may further delay the iPhone Air's market entry [5][6].

Core Points - Apple held its fall product launch event on September 10, introducing four new iPhone models, three Apple Watch models, and a new AirPods [1] - The iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and iPhone Air will be available for pre-order starting September 12, with official sales beginning on September 19 [1] Group 1: iPhone Air Details - The iPhone Air features a lightweight design, enhanced durability, professional-grade performance, an innovative Center Stage front camera, and a 48-megapixel camera system, along with excellent battery life [5] - The iPhone Air will not launch simultaneously in China due to its eSIM-only design, but Apple is working closely with regulatory authorities to expedite its release [5][6] - Chinese telecom operators have shown significant interest in the iPhone Air, indicating that its release in China may not be delayed for long [6]

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Group 1 - The iPhone 17 series is set to be released on September 9, featuring a new lineup that includes Standard, Air, Pro, and Max models, with a notable reduction in the Plus model [1] - The iPhone 17 Air is claimed to be the thinnest iPhone ever at 5.5mm, approximately 30% thinner than the iPhone 16 series, achieved through design changes such as a single rear camera and the use of eSIM only [3] - The new iPhone 17 Air will not include a physical SIM card slot, which may pose challenges in the Chinese market where eSIM adoption is not yet fully prepared by carriers and users [5][8] Group 2 - Apple is pushing for the adoption of eSIM technology, with the iPhone 17 Air being assembled in China without a physical SIM card slot, while other models may retain physical SIM support in certain regions [8][10] - The company's strategy aims to unify global versions of the iPhone, potentially reducing costs and improving device sealing, reflecting Apple's commitment to advancing eSIM technology despite local market readiness [10]