Overview
- Foxconn has dismantled most iPhone Air lines and expects to halt production by the end of November, while Luxshare ended assembly in October, according to multiple reports.
- The project has not been fully canceled as some engineers and suppliers continue limited work, with a redesigned version potentially resurfacing as late as spring 2027.
- Consumer Intelligence Research Partners data cited in coverage shows the iPhone Air at roughly 3% of September iPhone sales, far below Pro models, reflecting poor uptake at a $999 starting price.
- Supply-chain reporting details sharp retrenchment: component orders for the Air were cut to under 10% of prior volumes and capacity reductions of more than 80% are expected by early 2026.
- Apple’s near-term lineup is being reshaped, with iPhone 18 Pro and Pro Max and a foldable expected in fall 2026, while the base iPhone 18 and lower-cost 18e are targeted for spring 2027.