Core Viewpoint - Apple has initiated its third large-scale promotion within a month, offering significant discounts on various products, particularly the iPhone Air, which has seen a price drop of up to 2900 yuan in three months [1][12]. Group 1: Promotion Details - The promotion period is from January 25, 2026, 20:00 to February 11, 2026, 23:59:59, with the iPhone Air 256GB originally priced at 7999 yuan now available for 5499 yuan after a 2000 yuan discount [1]. - On JD.com, similar promotions are available, allowing the iPhone Air to be purchased for as low as 5099 yuan when combining various subsidies [1][4]. - Other Apple products, including the iPhone 17 Pro/Pro Max, MacBook Air, and iPad Air, are also receiving discounts ranging from 300 to 1200 yuan [7][8]. Group 2: Inventory and Market Response - Apple has prepared approximately 200,000 units of iPhone 17 Pro/Pro Max, 13,000 units of iPhone Air, 7,300 units of MacBook Air, 20,000 units of iPad Air, and 6,000 units of iPad mini for this promotional event [10]. - The market response has been positive, with consumers expressing excitement over the significant price reductions [5]. Group 3: Recent Sales Performance - In the fourth quarter of fiscal year 2025, Apple reported total revenue of 102.466 billion USD, an 8% year-over-year increase, with net profit reaching 27.466 billion USD, up 86% [12]. - However, revenue in the Greater China region decreased by 3.6%, contrasting with growth in other regions such as the Americas and Europe [13].

Group 1 - Apple is launching a New Year promotion on its official flagship store from January 25, 2026, to February 11, 2026, with significant discounts on various products, including a 2000 yuan reduction on the iPhone Air [1][3] - The iPhone Air, originally priced at 7999 yuan, will be available for as low as 5499 yuan after discounts and subsidies, while other products like the iPhone 17 Pro and MacBook Air will see discounts ranging from 300 to 1200 yuan [1][3] - The promotional stock includes approximately 200,000 units of iPhone 17 Pro/Pro MAX, 13,000 units of iPhone Air, and 7,300 units of MacBook Air, indicating limited availability [3] Group 2 - The iPhone Air was officially launched in China on October 22, 2025, and has seen a price drop of 2900 yuan on third-party platforms within three months, now priced around 5099 yuan [4][6] - Despite initial expectations, the global sales of the iPhone Air have been underwhelming, leading Apple to cut production plans by half shortly after its launch [6] - Apple's revenue in the Greater China region for the fourth quarter of the 2025 fiscal year was $14.493 billion, a year-on-year decline of 3.6%, but the release of the iPhone 17 series has reversed this trend with a 21.5% increase in shipments [8][9] Group 3 - In the high-end smartphone market in China, Apple maintains a strong position with a market share of nearly 50% in the $600 and above segment, while competitors like Huawei hold over 30% [9] - The iPhone 17 series has significantly contributed to Apple's market recovery, with a total of 247.8 million iPhones sold globally in 2025, marking a 6.3% year-on-year increase [8][9]