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Apple Pulls iPhone Air 2 From 2026 Roadmap as Partners Halt Production

Weak demand for the ultra-thin model prompted an indefinite delay that is already triggering supplier cutbacks.

Overview

  • The Information reports Apple has removed the next iPhone Air from its 2026 fall schedule and given no new timeline.
  • Foxconn has dismantled nearly all iPhone Air lines, keeping about one and a half and expecting to stop by month’s end, while Luxshare ended assembly at the end of October.
  • Apple has not formally canceled the product, with some engineering and testing still proceeding and a redesigned second generation in spring 2027 cited as a possibility by several reports.
  • A prominent tipster says the device remains in normal testing with unconfirmed evaluations that include a 6.5‑inch high‑refresh display and a larger battery.
  • Early uptake lagged internal expectations, with roughly 50,000 first‑week activations and about 100,000 in 12 days in China, as price, battery size and eSIM setup were cited as hurdles; analyst Ming‑Chi Kuo projects supplier capacity could fall over 80% by Q1 2026 with some parts ending by year‑end.