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iPhone 17首发无缘国行AI，全新Air机型今年恐缺席中国市场

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src=\"https://static.tigerbbs.com/9599a9ca6a8a0ffe33681d4d4181b5d3\" tg-width=\"900\" tg-height=\"584\"/></p><p>对于严重依赖中国市场的苹果而言，功能软件的延迟和关键硬件的不兼容构成了双重打击。这不仅可能削弱其在与本土品牌激烈竞争中的地位，也为投资者关注的iPhone 17销售表现带来了新的风险变量。</p><h2 id=\"id_2082671241\">AI功能缺席国行版首发，年底前上线仍存变数</h2><p>对于期待在新款iPhone上体验苹果原生AI功能的中国消费者而言，等待还将继续。</p><p>根据计划，<strong>苹果原本希望在年中通过iOS 18.6系统更新将Apple Intelligence引入中国，但这一进程被一再推迟。</strong></p><p>据了解，目前，苹果在技术层面（如iOS 18.5系统）已为支持中文AI做好准备，国行iPhone的Apple Intelligence将通过第三方提供服务，整合了<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>的大模型。</p><p>古尔曼透露，<strong>目前苹果的目标是在今年年底前通过iOS 26.1或iOS 26.2更新来推出这些功能，</strong>并且已在中国员工中进行内部测试，但鉴于各种不确定性，发布计划仍可能再次被推迟。</p><h2 id=\"id_130550482\">全新Air机型或遇准入难题</h2><p>除了软件功能的延迟，硬件层面的挑战也同样严峻。本次发布会的一大焦点预计是全新的“iPhone 17 Air”，这是一款拥有6.6英寸大屏的轻薄化设计机型。</p><p>然而，一个核心问题是，<strong>iPhone 17 Air预计将完全取消实体SIM卡槽，全面转向eSIM。</strong>古尔曼在其专栏中明确指出，仅支持eSIM“将使其在中国大陆的销售变得困难”，不排除“受到限制或推迟”的可能。</p><p>在中国市场，eSIM的推广和普及程度远不及欧美，主流用户仍高度依赖实体SIM卡。如果苹果无法为国行版iPhone 17 Air提供支持实体卡的版本，无疑将极大限制其市场接受度，甚至可能使其错失最佳销售窗口。</p><p>此外，iPhone 17 Air本身的产品定位也存在争议。</p><p>为了追求极致轻薄，<strong>该机型在电池续航和摄像头方面做出了妥协（如采用单后置摄像头），</strong>而其定价预计将夹在功能更全面的标准版iPhone 17和性能更强的iPhone 17 Pro之间。</p><p>参考<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>此前推出的类似定位的机型S25 Edge销售表现平平，市场目前对iPhone 17 Air的销量前景也持谨慎态度。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>iPhone 17首发无缘国行AI，全新Air机型今年恐缺席中国市场</title>\n<style 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href=\"https://wallstreetcn.com/articles/3755129\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","SG9999002224.SGD":"Allianz Global High Payout SGD","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4534":"瑞士信贷持仓","AAPL":"苹果","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN 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(AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest 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Air”，可能因其仅支持eSIM卡的设计而在中国市场遭遇准入难题。古尔曼称，这一硬件规格可能导致该机型在中国的发布“受到限制或推迟”，直到苹果与运营商找到解决方案。对于严重依赖中国市场的苹果而言，功能软件的延迟和关键硬件的不兼容构成了双重打击。这不仅可能削弱其在与本土品牌激烈竞争中的地位，也为投资者关注的iPhone 17销售表现带来了新的风险变量。AI功能缺席国行版首发，年底前上线仍存变数对于期待在新款iPhone上体验苹果原生AI功能的中国消费者而言，等待还将继续。根据计划，苹果原本希望在年中通过iOS 18.6系统更新将Apple Intelligence引入中国，但这一进程被一再推迟。据了解，目前，苹果在技术层面（如iOS 18.5系统）已为支持中文AI做好准备，国行iPhone的Apple Intelligence将通过第三方提供服务，整合了阿里巴巴、百度的大模型。古尔曼透露，目前苹果的目标是在今年年底前通过iOS 26.1或iOS 26.2更新来推出这些功能，并且已在中国员工中进行内部测试，但鉴于各种不确定性，发布计划仍可能再次被推迟。全新Air机型或遇准入难题除了软件功能的延迟，硬件层面的挑战也同样严峻。本次发布会的一大焦点预计是全新的“iPhone 17 Air”，这是一款拥有6.6英寸大屏的轻薄化设计机型。然而，一个核心问题是，iPhone 17 Air预计将完全取消实体SIM卡槽，全面转向eSIM。古尔曼在其专栏中明确指出，仅支持eSIM“将使其在中国大陆的销售变得困难”，不排除“受到限制或推迟”的可能。在中国市场，eSIM的推广和普及程度远不及欧美，主流用户仍高度依赖实体SIM卡。如果苹果无法为国行版iPhone 17 Air提供支持实体卡的版本，无疑将极大限制其市场接受度，甚至可能使其错失最佳销售窗口。此外，iPhone 17 Air本身的产品定位也存在争议。为了追求极致轻薄，该机型在电池续航和摄像头方面做出了妥协（如采用单后置摄像头），而其定价预计将夹在功能更全面的标准版iPhone 17和性能更强的iPhone 17 Pro之间。参考三星电子此前推出的类似定位的机型S25 Edge销售表现平平，市场目前对iPhone 17 Air的销量前景也持谨慎态度。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":246,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":12,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/476487542591552"}