Industry-renowned analyst Ming-Chi Kuo has recently revealed that Apple has made the strategic move to reduce orders for the iPhone Air.
Kuo shared insights indicating that Apple will be cutting back on both shipments and production capacity for the iPhone Air. It is projected that the majority of suppliers will decrease their capacity by over 80% by the first quarter of 2026, with certain components scheduled to be discontinued by the end of 2025 due to longer lead times.
While the iPhone Air has not gained as much traction as anticipated, this adjustment in production does not necessarily denote a failure. Apple's premium iPhone Pro models typically dominate initial sales figures, and the company could be realigning its production focus to bolster Pro model sales. The flexibility of Apple's extensive supply chain allows for swift adjustments in production planning.
Historically, non-Pro iPhone models tend to exhibit stronger performance beyond the initial release phase. However, it remains uncertain whether further iterations of the iPhone Air will be introduced in the future.
iPhone Air demand has fallen short of expectations, leading the supply chain to begin scaling back both shipments and production capacity. Most suppliers are expected to reduce capacity by more than 80% by 1Q26, while some components with longer lead times are expected to be…
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) October 22, 2025
Apple iPhone 17 Air
| 256GB 12GB RAM |
€ 999.00
|
£ 899.10
|
| 512GB 12GB RAM |
€ 1,329.00
|
£ 1,079.10
|
