兄弟你好轻 虽然今年的 iPhone 17 标准版与 iPhone 17 Pro 系列都迎来了非常大的提升，但铝合金无论热性能再怎么优异，在质感和观感上始终都和苹果已经在 Apple Watch 上实验过的抛光钛金属工艺相差甚远。 而今年如果想要在 iPhone 产品线里买到钛金属的机型，就只剩下 iPhone Air 这一支独苗了。 从某些角度来说，iPhone Air 和当年的 iPhone X 有点像——它们都用着全新的硬件设计，处在硬件重大变革的前夜，让一部分愿意冒险的用户提前体验到 了未来的感觉。 甚至于，在使用体验方面，iPhone Air 都和 iPhone X 有几分类似：这个硬件非常迷人，这个体验非常忐忑。 不过今年大陆国行版本的 iPhone Air 推迟发售，爱范儿手中的这台 iPhone Air 并非正式的评测样机，而是编辑部一位小伙伴自购的港版日用机。 正因如此，爱范儿需要对本篇评测做出如下免责声明： 本文是基于港版 iPhone Air 的使用体验，并非购买建议，有关网络制式、运营商开卡等信息，请以爱范儿后续国行版本 iPhone Air 评测为准。 初体验：轻轻轻轻轻 虽然苹果取 ...

Product Overview - The iPhone 17 features a 120 Hz screen with an always-on display, enhancing performance [1] - The iPhone Air stands out with its thin design and large screen, resembling Samsung's S25 Edge [2] - The iPhone 17 Pro showcases a bold design with a bright orange finish, alongside a neutral silver option [3] Camera Performance - The iPhone 17 includes a new square sensor selfie camera with intelligent portrait/landscape switching [1] - The main and ultra-wide cameras on the iPhone 17 are considered solid [2] - The iPhone Air lacks an ultrawide camera, which is a notable drawback [3] Battery and Features - The iPhone 17 Pro offers the best battery life, a clear improvement from the previous year [4] - The iPhone Air's battery life is better than expected but not exceptional [2] - The iPhone Air is missing a second speaker, impacting video playback in landscape mode [3] Market Positioning - The iPhone 17 is no longer perceived as a compromise [4] - The iPhone Air represents a peak of future design, despite certain trade-offs [4] - The iPhone 17 Pro, with its industrial design, is positioned as the most premium option [4]

Core Viewpoint - Apple is launching new iPhone models, including iPhone 17 Pro, iPhone 17 Pro Max, and iPhone Air, marking the first major redesign since 2020, amidst strong consumer demand and a critical purchasing window [1][2]. Group 1: Product Launch and Features - The new iPhone models feature a return to aluminum casing and a redesigned back, with iPhone Air emphasizing a lightweight design as its main selling point [1]. - iPhone 17 Pro series is expected to be the most popular due to upgrades in battery life, camera technology, and durability, starting at $1,099, which is only $100 more than the previous model [2]. - iPhone Air, priced at $999, focuses on a slim design but has shortcomings in battery life and camera capabilities, potentially limiting its sales growth [4]. Group 2: Market Context and Competition - Apple faces challenges in the Chinese market, with a 6% year-over-year decline in sales and only a 12% market share, trailing behind local brands like OPPO, Huawei, and Xiaomi [2]. - Competitors like Samsung have recently launched upgraded flagship devices, including a foldable phone, while Apple is not expected to release a foldable phone until late next year [2][6]. - The overall market sentiment is cautious, with analysts noting that while price increases are occurring, they may not significantly catalyze stock price movements [2].

Core Points - The Apple Fall Event showcased the iPhone 17 series, which includes significant upgrades, particularly in the standard model that features a 120Hz display, 256GB storage, and a price of $799 [2][4][92] - The iPhone 17 standard model has received enhancements such as a full 1-120Hz ProMotion display, new front camera, ultra-wide camera upgrades, and an anti-reflective coating [4][9][12] - The iPhone Air, despite initial hype, has seen a decline in interest post-event due to its limitations and the introduction of eSIM technology, which is currently only supported by China Unicom [28][47][50] Group 1 - The iPhone 17 standard model has broken the norm by including ProMotion technology, previously reserved for Pro models, and features like Always-On Display and anti-reflective coating [4][7][8] - The camera upgrades in the iPhone 17 include a 48MP ultra-wide lens and a new 24MP front camera with advanced features like Center Stage and dual recording capabilities [12][19][80] - The new charging protocol, SPR AVS, allows for higher charging power, improving user experience compared to previous models [20][24][26] Group 2 - The iPhone Air's design is noted for its extreme thinness and integration of components, but it lacks practical features that may limit its appeal as a primary device [31][36][42] - The transition to eSIM technology in the iPhone Air positions Apple as a leader in the Chinese market, although the implementation faces challenges due to limited carrier support [47][50][61] - The iPhone 17 Pro series emphasizes professional-grade features, including ProRes Raw video support and advanced imaging capabilities, targeting content creators and professionals [79][81][88] Group 3 - The pre-order numbers indicate a strong preference for the iPhone 17 standard model, with approximately 2.58 million reservations, while the iPhone Air only garnered around 250,000 [92][94] - The disparity in pre-order interest reflects pent-up demand for the standard model and skepticism towards the Air's eSIM-only approach [94][95]

Core Insights - The US smartphone market is projected to grow by 9% year-on-year in Q2 2025, driven by strong performances from major carriers [1] - AT&T, T-Mobile, and Verizon reported year-on-year smartphone sales growth of 16%, 20%, and 12% respectively, attributed to aggressive promotional activities [1] - High-end device sales increased by 11% due to these promotional efforts [1] Sales Performance - The average selling price of smartphones rose by 2%, contributing to an 11% increase in smartphone revenue, reaching $17.5 billion in Q2 2025 [5] - The average price of smartphones in the US was $647.53, up from $632.59 in the previous year [5] - Sales in the $300-$599 price segment surged by 48% due to the popularity of the iPhone 16e and the early launch of the Google Pixel 9a [5] Brand Performance - Apple's sales increased by 10% due to strong marketing and sales of the iPhone 16e, supported by carrier promotions [5] - Samsung's smartphone sales grew by 16%, driven by demand for flagship models and effective marketing of the S25 Edge [5] - HMD's sales plummeted by 41%, leading to its exit from the US market, creating opportunities for competitors like Motorola and TCL to capture the low-end market share [6]

Core Insights - The US smartphone market is projected to grow by 9% year-on-year in Q2 2025, driven by strong performances from major carriers [4] - The average selling price of smartphones increased by 2%, contributing to an 11% year-on-year revenue growth, reaching $17.5 billion [6][8] - Apple and Samsung experienced significant sales growth due to effective marketing and promotional activities, while HMD announced its exit from the US market [7][8] Market Performance - Major US carriers AT&T, T-Mobile, and Verizon reported smartphone sales growth of 16%, 20%, and 12% respectively, attributed to summer promotional activities [4] - High-end device sales increased by 11% year-on-year, supported by the strong demand for flagship models [6][8] - The average selling price for smartphones in Q2 2025 was $647.53, up from $632.59 in the previous year [6] Brand Analysis - Apple's sales revenue grew by 10% year-on-year, benefiting from the marketing of the iPhone 16e and various promotional offers from carriers [6][8] - Samsung's smartphone sales volume increased by 16% year-on-year, aided by the launch of the S25 Edge and effective marketing strategies [7][8] - HMD's sales plummeted by 41% year-on-year, leading to its exit from the US market, creating opportunities for competitors like Motorola and TCL to fill the gap [7][9]

Core Viewpoint - The launch of ultra-thin smartphones by major brands like Samsung and Apple is expected to stimulate market demand and benefit the supply chain, including companies like Hon Hai, TSMC, and Largan Precision [1][2]. Group 1: Market Trends - Samsung has introduced its first ultra-thin AI smartphone, the S25 Edge, with a thickness of 5.85mm, while Apple's upcoming iPhone 17 Air is rumored to be even thinner at 5.65mm [1]. - The ultra-thin smartphone trend is gaining popularity due to consumer preferences for sleek and minimalist designs, which are believed to create new market opportunities in the slowing smartphone industry [1][2]. Group 2: Production Challenges - The production and design of ultra-thin smartphones present significant challenges, including potential impacts on structural integrity, camera module specifications, and battery life, while maintaining a screen size of at least 6.5 inches [1]. Group 3: Competitive Landscape - Currently, only Apple and Samsung have the capability to design ultra-thin smartphones that meet market demands, but other manufacturers are expected to follow suit, leading to a competitive landscape in the coming year [2]. - The sales performance of Samsung's S25 Edge is anticipated to influence the strategies of other brands, as ultra-thin smartphones are expected to be more affordable than flagship models, potentially increasing market acceptance [3].

Core Insights - Samsung Electronics has launched its thinnest flagship model, the S25 Edge, aiming to surpass Apple in the high-end smartphone market [1][4] - The S25 Edge is designed to meet the growing demand from consumers in their 20s and 30s for portable smartphones [1] - The device features enhanced AI capabilities, allowing real-time interaction through visual and voice commands [5] Product Details - The S25 Edge will be available in South Korea on May 23 and in the U.S. on May 30, with a launch in approximately 30 countries including China and Europe [5] - The starting price for the S25 Edge is $1,099, featuring a 6.7-inch screen and a thickness of 5.8 mm, making it larger than the basic S25 model but only slightly heavier [5] - Samsung has made structural changes to reduce the thickness of internal components, including the printed circuit board and thermal systems [4] Market Strategy - Analysts suggest that the early release of the S25 Edge is a strategic move to preemptively capture market share ahead of Apple's anticipated thinner iPhone launch later this year [5] - Samsung aims to attract consumers seeking thinner smartphones, indicating a thoughtful decision to address this market demand [5] Performance Assurance - Samsung has addressed concerns regarding the performance and heat management of the thinner device, stating that they have successfully designed a thinner heat spreader to accommodate the slim design [6] - The company is confident that users will not experience overheating issues with the S25 Edge [6] Market Position - According to Counterpoint Research, Samsung became the leading smartphone supplier globally in Q1 2025, holding a 20% market share, slightly surpassing Apple at 19% [6] - However, Samsung has indicated that potential tariff risks could impact demand and shipment volumes in the second quarter [7]

Core Viewpoint - Apple is initiating a new round of price reductions for the iPhone 16 series, while upcoming products may face price increases due to tariff impacts [1][2] Group 1: Tariff Impact - Apple's CEO Tim Cook indicated that the company expects a cost increase of $900 million for the quarter ending in June due to tariffs, without new tariffs being imposed [1] - The uncertain tariff environment complicates Apple's ability to predict cost impacts beyond June, with imported Apple products still subject to a 30% tariff and products from India and Vietnam facing a 10% tariff [1] Group 2: Pricing Strategy - Analysts suggest that Apple may raise prices on high-end products during the fall product launch to offset some tariff impacts, although the company aims to dissociate price increases from tariffs [1] - Price increases are likely to be justified through new features and design improvements rather than directly linked to tariff costs [1] Group 3: Market Competition - The rising costs from tariffs are expected to affect iPhone demand in the U.S. market, with Apple potentially adopting aggressive promotional strategies in other markets to stabilize sales and market share [2] - Samsung has launched its flagship S25 Edge model ahead of Apple, featuring enhanced AI capabilities, which poses a competitive threat in the high-end market [2] - According to Counterpoint Research, Samsung held a 20% share of the global smartphone market in Q1 2025, slightly ahead of Apple's 19%, indicating a competitive landscape [2]