Overview
- Reports say Apple told some suppliers to cut October component orders for the iPhone 18 Pro and Pro Max by roughly 15 to 20 percent, with the scale varying by supplier.
- Nikkei Asia is the main source for the report and it was carried by other outlets on Friday, Oct. 9, while Reuters said it could not immediately verify the claim and Apple has not commented.
- Apple raised iPad and MacBook prices in June because higher DRAM and storage costs tied to AI data‑centre buildouts have raised component prices and pressured margins.
- The iPhone 18 Pro and Pro Max start at $1,199 and $1,299 respectively, prices analysts say and some suppliers report could be weighing on upgrade demand since there was no lower‑priced base model in this launch.
- If confirmed, the cuts could reduce near‑term work for some suppliers and signal a more cautious Apple shipment posture that investors and parts makers will watch for in upcoming order and earnings updates.