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huanbrother

macrumors 6502a
Original poster
Apple has started advertising their Lunar New Year event on their official Tmall store. The spotlight is on the iPhone Air, offering a significant discount when combined with local provincial subsidies.

The Deal:

  • Discount: Apple is dropping the price from ¥7,999(~1150USD) to ¥5,999 (~860USD).
  • Subsidy: If you are in an eligible province, you can stack a government electronic goods coupon for another ¥500 off.
  • Final Price: As low as ¥5,499 (~790USD).
The Fine Print:According to the banner, supply is strictly limited to 13,000 units for this specific discount tier.

Dates: Jan 25 – Feb 11.

It will likely sell out instantly, but interesting to see Apple discounting the Air this heavily so soon.



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All prices in China include the 13% VAT sales tax, which means the actual sales price is US$750 for iPhone Air or $699 after subsidy.
 
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Update:


Sales opened last night at 8 p.m. Despite the widely cited 13 000-unit cap, all color variants of the 256 GB Air were still available as late as 11 p.m. on Apple’s official Tmall store. This store is operated directly by Apple; compared with the Apple Store website, it usually offers a shorter 7-day return window and installment plans capped at 12 months (half of Apple’s usual terms), but compensates with heavier discounts.


Taken together, this suggests that while the Air is strongly hyped by tech influencers, real consumer preferences in China are more conservative and practical. Many users still prefer a dual-camera setup over a single camera, especially at this price point. There is also persistent skepticism about the Air’s battery life, along with the perception that its thinner form factor inevitably means weaker sustained performance compared with the regular 17.


On top of that, eSIM remains a friction point in the Chinese market. Activation requires visiting a carrier in person with an ID, and removing or transferring an eSIM typically triggers a cooldown period of around three days. For many users, this is far less convenient than simply swapping a physical SIM. A common practice is to run a secondary SIM for cheaper data packages—often bundled with home broadband plans, such as an extra 10–50 GB per month for about 10 CNY (≈ 1.5 USD), sometimes shareable across family members. This kind of setup favors physical SIM flexibility, further reducing the appeal of the Air.


Overall, the pattern points to a preference for more grounded options: the regular 17 as a reliable workhorse, or the larger Pro Max for those who want the full feature set.
 
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This suggests that even if Apple were to reduce the price by $200, it's still dead in the water.

As long as the regular iPhone exists, there's no competitive place for the iPhone Air. The Air faces the classic "stuck in the middle" problem. Consumers compare battery life and cameras across the lineup and there's no motivating reason to buy a compromised device for $750 and certainly not for $999.
 
This suggests that even if Apple were to reduce the price by $200, it's still dead in the water.

As long as the regular iPhone exists, there's no competitive place for the iPhone Air. The Air faces the classic "stuck in the middle" problem. Consumers compare battery life and cameras across the lineup and there's no motivating reason to buy a compromised device for $750 and certainly not for $999.
I often wonder why Apple hasn't trimmed the annual product line to 3 models.

The Mini failed, the Plus failed, and now the Air is failing. It's obvious that there's no room in the market for a 4th iPhone.
 
I often wonder why Apple hasn't trimmed the annual product line to 3 models.

The Mini failed, the Plus failed, and now the Air is failing. It's obvious that there's no room in the market for a 4th iPhone.
Will be interesting to see how the iFold performs then right, although Apple will be only releasing the 18 Pro, Pro Max and iFold, so technically there will be no 4th model in the new Sept 2026 line up.
 
I often wonder why Apple hasn't trimmed the annual product line to 3 models.

The Mini failed, the Plus failed, and now the Air is failing. It's obvious that there's no room in the market for a 4th iPhone.

Because failure is relative? For instance, the mini actually bumped the standard iphone price up 100 USD. When the mini was scrapped, the price didn’t drop, instead the Plus model moved to a price point above. The Plus (and now Air) price point make the Pro and Pro Max look a lot better value

Apple is a master in upsell.
 
I often wonder why Apple hasn't trimmed the annual product line to 3 models.

The Mini failed, the Plus failed, and now the Air is failing. It's obvious that there's no room in the market for a 4th iPhone.

Ultimately, the additional model is to raise ASPs. Apple would prefer consumers spend closer to $999, but there needs to be a compelling reason for customers. Apple also doesn't want to lose the $799 base model customers to competitors.

  • 12/13 mini: Serves as $699 entry point for iPhone 12 series (the iPhone 11 was $699)
  • 14/15/16 Plus: $899 effort to raise ASP but unpopular because they had last gen chips or lacked critical features
  • 17 Plus: Does not exist because if spec'ed like base 17, would compete with 17 Pro Max
  • Air: $999 effort to raise ASPs by offering less under the context of design at a higher price
 
Tech influencers have got this one wrong. For most people their phone is an essential tool, whereas the Air is more like an accessory.

Here in the UK you can get it on Amazon discounted by 15% from the launch price, which is unheard of for a current iPhone model. Personally I would only consider buying it if it was priced well below the regular 17 which is a much better phone.
 
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Tech influencers have got this one wrong. For most people their phone is an essential tool, whereas the Air is more like an accessory.

Here in the UK you can get it on Amazon discounted by 15% from the launch price, which is unheard of for a current iPhone model. Personally I would only consider buying it if it was priced well below the regular 17 which is a much better phone.

Regular 17 isn’t a much better phone though. Some things are better, others are not.

Titanium build and a larger screen with less weight is more important than an extra camera that not many use and soft aluminium. Also the second speaker is only really needed if you don’t have AirPods or consume lots of media content on your phone, which many don’t.

Different choices for different people, but don’t try to make out the air is a massive downgrade, it isn’t.
 
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Tech influencers have got this one wrong. For most people their phone is an essential tool, whereas the Air is more like an accessory.

Here in the UK you can get it on Amazon discounted by 15% from the launch price, which is unheard of for a current iPhone model. Personally I would only consider buying it if it was priced well below the regular 17 which is a much better phone.

Most tech reviewers got it right and blasted it.

Many reviewers said something like, "17 Pro/Max is for photographers and gamers. 17 base is for normal people. Who's the Air for? People who rarely takes photos and never games but types a lot. That's niche."
 
The Air is for people who like the next big thing, beta tech, future tech/ futurists.

It's the precursor to the iPhone 20 IMO, I'm expecting a similarly thin phone but with 2-3 lens and new battery tech.
 
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