"极致轻薄"遇"市场寒流" iPhone Air于2025年10月22日在中国上市，但市场表现低迷。供应链数据显示，截至2026年1月24日， iPhone Air累计激活量不到20万台，销量不及预期。IDC机构调研发现，由于iPhone Air的销量仅为苹果 最高预期的约三分之一，苹果在该款机型上市仅几周后就将其生产计划削减了一半。 从苹果Apple Store天猫旗舰店披露的库存情况来看，此次参与促销活动的iPhone Air数量也仅1.3万台。 据记者了解，iPhone Air为追求极致轻薄做出了多项配置妥协。其厚度仅5.6毫米，重量165克，是苹果 史上最薄的iPhone。但为实现这一目标，电池容量、续航时间相较同级别机型明显减少，后置摄像头也 取消了长焦镜头。 国际数据公司IDC中国研究经理郭天翔分析指出，iPhone Air产品在续航、影像等方面存在短板，短期 内或吸引部分消费者，但最终可能因不符合预期而出现退货或转卖等情况。 上市仅三个月的"迄今最薄iPhone"，创下了苹果历史上新款iPhone降价幅度最大纪录。据记者了解，近 日，苹果某第三方购物平台官方旗舰店发布促销公告，苹果开启了2026 ...

Core Viewpoint - Apple's introduction of VC (Vapor Chamber) cooling technology in the iPhone 17 Pro series marks a strategic move towards localized AI computing and enhanced mobile performance, responding to the growing demand for AI smartphones and AR glasses [1][2]. Supplier Dynamics - **Bowen Alloy**: The company confirmed that its VC cooling materials have become a core component in a leading A company's high-end models and will be fully applied in the upcoming AI smartphone. This indicates a continuous increase in the market share of domestic suppliers within the Apple supply chain [3][5]. - **Rongqi Technology**: As a core supplier of wireless charging module testing equipment, the company has reached mass production of VC material and module testing equipment, enhancing quality control and testing processes in the VC industry [6][8]. VC Technology Overview - VC, or Vapor Chamber, is an advanced thermal management technology that outperforms traditional heat pipes, especially in managing heat in high-density electronic devices. It offers higher thermal conductivity and can quickly distribute heat across a larger area [9][10]. - The structure of a VC consists of two copper plates with a capillary structure in between, utilizing phase change principles to manage heat effectively. This technology is evolving from 1D heat pipes to 2D VC and even 3D VC solutions, which provide better thermal management for high-power devices [12]. VC Supply Chain - The VC technology has become a critical path for thermal upgrades in smartphones, with domestic companies gradually filling in the gaps in the supply chain, providing comprehensive support for thermal management in the Apple ecosystem. The demand for VC cooling solutions is expected to grow with the increase in AI terminals and wearable devices [17]. Upcoming Events - The 6th Thermal Management Industry Conference and Expo (iTherM2025) will take place from December 3-5, 2025, at the Shenzhen International Convention and Exhibition Center, showcasing various companies involved in VC materials, equipment, and modules [19].