#iPhoneAir即将开售#【iPhone Air 国行终定档！#库克现身直播间带货iPhoneAir#】苹果CEO库克10月13 日晚间突现抖音Apple Store直播间，宣布iPhone Air国行版将于10月17日早9点开启预订，10月22日正式 开售。 作为苹果首款仅支持eSIM的机型，iPhone Air在中国大陆依赖中国移动、中国电信和中国联通提供eSIM 服务。苹果强调，用户需联系运营商确认eSIM开通时间与细则。这一设计不仅为实现极致轻薄，也被 视为推动eSIM普及的关键一步。 当天，中国联通官方公众号消息，中国联通正式上线eSIM业务全国预约通道。同日，据中国移动官微 消息，中国移动正式获得开展eSIM手机运营服务商用试验的批复，用户可前往中国移动营业厅办理 eSIM手机业务。 值得关注的是，在当天较早时候，库克已现身上海参加了LABUBU巡展，与泡泡玛特创始人CEO王宁 以及LABUBU之父龙家升合影。龙家升还向库克赠送了定制版 Labubu玩偶，一款手持 iPhone的Labubu 特别款式。 这是继今年8月Apple Store官方旗舰店正式入驻抖音商城以来，库克在该平台上的首次亮 ...

Core Viewpoint - Apple's September product launch is not just about releasing new iPhones but represents a clear strategic declaration, focusing on hardware innovation and ecosystem control [1][12] Group 1: iPhone Air - The introduction of iPhone Air marks a significant strategic shift, with Canalys predicting that its shipment volume will nearly double by the second half of 2025 compared to the previous Plus series [3][4] - iPhone Air is not a successor to Plus or mini but a redefinition of Apple's high-end product line, simplifying naming conventions and establishing itself as an independent category [4] - The design of iPhone Air utilizes ultra-thin titanium alloy, pushing engineering limits and serving as a testing ground for future innovations [4] - iPhone Air integrates Apple's self-developed 5G modem and wireless components, enhancing energy efficiency and reducing reliance on suppliers like Qualcomm [4] Group 2: eSIM Adoption - iPhone Air is Apple's first globally launched pure eSIM model, accelerating the industry's shift towards a no-physical-SIM card era [6] - While the U.S. market has fully adopted eSIM since the iPhone 14, other markets still rely on hybrid or physical SIM versions, with China having minimal eSIM penetration due to regulatory caution [6] - The introduction of iPhone Air is expected to drive regulatory changes in China, promoting eSIM adoption as the market for cellular-connected smartwatches grows [6][7] Group 3: IoT Devices and Ecosystem - Apple's strategy emphasizes making iPhones thinner to enhance ecosystem control, facilitating seamless device switching and connectivity experiences [9] - The Apple Watch is positioned as a core component of the ecosystem, with new features enhancing usability and health monitoring capabilities [10] - AirPods are evolving from audio accessories to multifunctional devices, deepening integration within the Apple ecosystem and enhancing user engagement through new health features and real-time translation capabilities [11] Group 4: Market Positioning - Apple's recent product launch reflects a return to its core identity, reclaiming industry leadership through bold hardware innovations and accelerating eSIM transformation [12][13] - The company is responding to market trends, with Canalys forecasting that by the end of 2025, a quarter of smartphones will have AI capabilities, up from 9% last year [13]