China’s subsidy program is fueling <a href="iPhone 17 demand, giving Apple more momentum at the low end than it historically sees in September.
iPhone 17
In September 2025, Apple reportedly told suppliers to raise output of the $799 iPhone 17 by up to 40% after pre-orders exceeded forecasts. That’s significant because Apple’s first two months of iPhone sales are usually driven by iPhone 17 Pro models.
The core iPhone 17 typically doesn’t become the sales engine until after January.
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