Core Insights - Apple's CEO Tim Cook visited China for the second time this year, promoting the upcoming iPhone Air launch while facing significant activation issues reported by users [1][5][10] - The activation problems were attributed to server issues rather than device malfunctions, with Apple stating that repairs were underway [10][12] - Cook's visit coincided with a pivotal moment for eSIM services in China, as major telecom operators announced the launch of eSIM support for the iPhone Air [3][5] Group 1: Tim Cook's Visit and iPhone Air Launch - Tim Cook's visit included a live stream on Douyin to promote the iPhone Air, which will be available for pre-order on October 17 and officially on sale on October 22 [1][5] - The visit was marked by a significant amount of user complaints regarding the inability to activate new iPhone devices, which surfaced on social media platforms [5][7] Group 2: Server Issues and User Feedback - Users reported widespread activation failures for various iPhone models, leading to frustration and negative feedback on platforms like Weibo and Xiaohongshu [5][7] - Apple's customer service confirmed that the activation issues were due to server problems, which were being addressed, and reassured users that it would not affect future device usage [10][12] Group 3: Market Context and Challenges - Apple's Greater China market contributed $15.37 billion to the company's total revenue of $94.04 billion in Q3 2025, accounting for 16.34% of total revenue, highlighting its significance [11] - Despite this, the Greater China market has faced challenges, with a decline in market share due to the rise of domestic competitors like Huawei and Xiaomi, and a notable drop in growth rates over the past year [11][12] - Cook's frequent visits to China reflect Apple's strategy to address market challenges and strengthen its presence in the region, although server reliability remains a critical issue [12]

Core Insights - Apple's CEO Tim Cook visited China for the second time this year, primarily to promote the upcoming iPhone Air, which will be available for pre-order on October 17 and officially on sale from October 22 [2][6] - During this visit, there were widespread reports on social media about users being unable to activate their new iPhone devices, attributed to server issues at Apple [2][11] - This incident marks a recurrence of server problems during a product launch, as similar issues were reported in May, indicating a potential risk to Apple's reputation in the Chinese market [11][12] Company Developments - Cook's visit included interactions with local entrepreneurs and participation in a live-streaming event on Douyin to generate excitement for the iPhone Air [2][6] - The launch of the iPhone Air coincides with significant developments in the eSIM mobile service sector in China, with major telecom operators receiving approval to offer eSIM services [4][6] Market Context - The Greater China region is crucial for Apple, contributing $15.37 billion to the company's total revenue of $94.04 billion in Q3 2025, accounting for 16.34% of total sales [12] - Despite this, Apple's market share in Greater China has faced challenges, with a reported decline in growth rates compared to global averages, highlighting competitive pressures from local brands like Huawei and Xiaomi [12][13] - The region experienced a decline in sales for four consecutive quarters in 2024, with year-over-year decreases of 13%, 8.1%, 6.5%, and 0.34% respectively, indicating a need for strategic adjustments [13]