"迄今最薄iPhone"，厚度仅有5.6毫米、重165克的iPhone Air甚至在发布之前就吸引了足够多的注意力。 图/苹果官网截图 然而，自2025年10月22日正式发售以来，它的市场表现就远不如预期。 卖得不好这件事几乎不需要证明，生产端已经给出了反馈。有报道称，苹果供应商已经拆除了多条iPhone Air生产线。就连小米、OPPO、vivo等多家手机 厂商最近也传出消息，取消轻薄机型相关项目。 这款一度被视为2025年苹果秋季发布会最大亮点的手机，为什么没能让更多人想要真的拥有？ iPhone Air，没人"爱"？ 李晨（化名）是一名理工男，他对手机的要求简单到有些"过时"：不打游戏、不爱拍照，手机很少外放，电池也是勉强能撑大半天就行，最重要的是—— 够轻，为此他愿意牺牲一些功能选择iPhone Air。 但像他这样的人，在如今的智能手机市场里并不是主流。这也直接导向了iPhone Air 的尴尬：它满足了一小群人对轻薄的渴望，却无法承载大多数人的需 求。 从实际的市场反馈看，轻薄并非刚需，甚至可以说，它在很多人的决策列表里根本排不上号。今年苹果的iPhone 17系列销售情况颇佳，刚过去的"双11" ...

Core Viewpoint - Lenovo Moto is aggressively positioning itself in the smartphone market by criticizing competitors' "Air" products, particularly targeting Huawei and Apple, while struggling to achieve significant market share and brand recognition [2][4][16]. Group 1: Market Positioning and Competition - Lenovo Moto has introduced a standard for "Air" phones, claiming that true "Air" devices must be less than 6mm thick and weigh under 160g, which is seen as a direct critique of Huawei's Mate 70 Air and Apple's iPhone Air [2][6][10]. - In Q1 of this year, Lenovo Moto held nearly 5% of the global smartphone market, ranking ninth, and remains far from its goal of being among the top three globally [16][14]. - The introduction of the Moto X70 Air, with a thickness of 5.99mm and weight of 159g, is part of Lenovo's strategy to capture consumer interest in lightweight devices [5][6]. Group 2: Consumer Reception and Expert Opinions - Experts suggest that while the lightweight design may appeal to some consumers, it is unlikely to become mainstream due to the need for a balance between performance, battery life, and user experience [11][13]. - The focus on lightweight phones is seen as a marketing strategy rather than a substantial shift in consumer demand, with predictions that such devices will remain a niche market [11][13]. Group 3: Brand Challenges and Future Outlook - Motorola's brand presence in China has diminished since its acquisition by Lenovo in 2014, with previous attempts to launch various phone brands failing to gain traction [14][16]. - Lenovo aims to increase investment in its smartphone business to regain a competitive position within three years, although challenges remain due to strong competition from established domestic brands [14][16]. - The company faces significant hurdles in improving its market presence, including enhancing product innovation, brand recognition, and effective marketing strategies [16][20].

Core Viewpoint - Huawei has launched the Mate 70 Air, a lightweight smartphone with a thickness of 6.6mm and a starting price of 4199 yuan, entering the ultra-thin smartphone market alongside competitors like Apple and Samsung [1][2]. Group 1: Product Features and Market Position - The Mate 70 Air features a 6500mAh battery and retains a physical SIM card slot, unlike the iPhone Air which only supports eSIM [1][4]. - The smartphone is positioned in the mid-range market, priced between 4000 to 5000 yuan, which is a highly competitive segment in China [7]. - The device includes a 50MP triple-camera system and a 7-inch display, aiming to provide a balance between lightweight design and user experience [4][7]. Group 2: Market Trends and Competitor Analysis - The trend of ultra-thin smartphones has been growing, with major brands like Samsung and Apple releasing models with thicknesses below 6mm [3]. - Despite initial sales success, the iPhone Air has shown disappointing performance, activating only 50,000 units in its first week in China, which represents just 3% of the total iPhone 17 series sales [5][6]. - Analysts suggest that the demand for ultra-thin smartphones may be limited due to compromises in performance, battery life, and user experience [4][7]. Group 3: Challenges and Consumer Sentiment - The ultra-thin smartphone segment faces challenges in balancing aesthetics with practical functionality, as consumers prioritize battery life and performance [7]. - The complexity of eSIM activation in China has also been highlighted as a barrier to the adoption of models like the iPhone Air [7]. - Industry experts believe that the future of ultra-thin smartphones will depend on manufacturers finding a balance between design and practical value for consumers [7].

Core Points - Lenovo officially launched the moto X70 Air ultra-thin smartphone, emphasizing its lightweight design and comprehensive imaging upgrades [1][3] - The device features a thickness of only 5.99mm and weighs 159g, constructed with aerospace-grade aluminum alloy for strength and lightness [1] - The moto X70 Air is equipped with a 50MP AI imaging system on both front and rear cameras, supporting 2× lossless quality mode [1][3] Pricing and Variants - The starting price for the moto X70 Air is 2399 yuan for the 12GB+256GB version, while the 12GB+512GB version is priced at 2699 yuan [4] Features and Specifications - The smartphone has passed GJB150A-2009 certification and supports IP68 and IP69 ratings for dust and water resistance [3] - It includes a "Star Sea Blade Battery" with fast charging capabilities and features dual-engine NFC for three-way card swiping [3] - The device runs on "Tianxi Personal Super Intelligent Body 3.5" and "Super Connectivity 3.0," enhancing AI experience and multi-device collaboration [3] Special Editions - A customized gift box version endorsed by Zhang Linghe is also launched, containing exclusive items such as a custom card, signed waist seal, wallpapers, and ringtones [3]

Core Insights - The article discusses the significant shift of artificial intelligence (AI) from cloud-based solutions to edge computing, driven by the explosion of computing power and increasing privacy concerns. This transition is termed the "downward revolution" in AI, which is expected to create new opportunities in the industry [1][2]. Industry Developments - The Ministry of Commerce and eight other departments in China have issued guidelines to accelerate innovation in AI terminal products, emphasizing the need for collaboration between supply and demand [1][2]. - Major tech companies, including Meta, OpenAI, NVIDIA, Lenovo, and JD.com, are making significant advancements in edge AI, indicating a competitive landscape that is heating up [1][3]. - According to Tianfeng Securities, the combination of policy support and industry leadership is expected to lead to a major cycle of innovation in edge AI products, with 2026 projected to be a pivotal year [1][3]. Market Potential - The demand for edge AI is driven by user needs for real-time processing, data privacy, and personalized experiences. Edge AI reduces reliance on cloud computing resources, thereby enhancing user experience and privacy protection [2][6]. - The Chinese edge AI market is projected to grow from less than 200 billion yuan in 2023 to over 1.9 trillion yuan by 2028, with a compound annual growth rate (CAGR) of 58% [6][7]. Competitive Landscape - Companies are intensifying their efforts in edge AI, with OpenAI planning to launch several AI hardware products in the coming year, including smart speakers and smart glasses [3][6]. - Lenovo is also making strides in edge AI, with its upcoming Moto X70 Air smartphone expected to feature advanced AI capabilities, positioning it as a strong competitor to Apple's products [3][4]. Technological Innovations - The trend towards smaller AI models for edge devices is gaining traction, with companies focusing on practical performance and power efficiency rather than just increasing model parameters [7][8]. - Lenovo has introduced technologies such as model compression and inference acceleration engines to enhance the performance of AI PCs, achieving capabilities comparable to cloud-based models [9][11]. Future Outlook - The integration of edge and cloud AI is seen as crucial for enhancing overall AI performance, with companies like Lenovo developing platforms that facilitate seamless collaboration between devices [11][12]. - The maturation of model miniaturization technology and continuous upgrades in hardware components are expected to lead to a significant explosion in AI terminal products, benefiting domestic manufacturers [14].