Overview
- Nikkei Asia reports iPhone Air production is being cut to levels typical of a product’s end‑of‑life, with November orders under 10% of September and the model remaining readily available as other variants face shipping delays.
- Apple has raised orders for the base iPhone 17 by about 5 million units and increased iPhone 17 Pro output, while keeping the overall iPhone 2025 forecast steady at roughly 85–90 million units.
- A KeyBanc Capital Markets survey finds virtually no demand for iPhone Air and limited willingness to pay for a foldable, with AI features not yet materially influencing purchase decisions.
- Analyst Ming‑Chi Kuo says many iPhone Air suppliers will reduce capacity by more than 80% by the first quarter of 2026, with some long‑lead components ending by late 2025.
- China was a notable outlier with initial sell‑outs after a delayed launch, but multiple supply‑chain reports say demand elsewhere remains weak as the Air—originally planned as about 10–15% of this year’s build—is seen by some as a bridge to a potential foldable in 2026.