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The Information:销售不及预期,苹果推迟发布下一代iPhone Air
美股IPO· 2025-11-11 00:04
Core Insights - Apple is facing challenges in finding new popular iPhone variants, as evidenced by the poor sales of the first-generation iPhone Air, leading to a significant reduction in its production [1][4]. Production and Sales - Apple has drastically cut the production of the first-generation iPhone Air, with Foxconn dismantling all but one production line and planning to cease production by the end of the month [3]. - The iPhone Air has only captured 3% of total iPhone sales in September, compared to 9% for the iPhone 17 Pro and 12% for the iPhone 17 Pro Max [5]. - The iPhone Air's inventory remains high, with ample stock available both online and offline, contrasting sharply with other models [3]. Product Development and Future Plans - Apple has postponed the release of the second-generation iPhone Air, originally planned for fall 2024, without providing a new release date [6]. - The new iPhone Air was expected to be lighter and have improved battery capacity, utilizing advanced cooling technology from the iPhone 17 Pro [6]. - Despite the postponement, the development of the second-generation iPhone Air, internally codenamed V62, is still ongoing, with a potential release in spring 2027 alongside the standard iPhone 18 and the budget-friendly 18e [6].