Overview
- Supply‑chain reports from Nikkei Asia and The Elec say iPhone Air output has been cut to near end‑of‑production levels, with orders reduced to under 10% of September volumes and possibly around 1 million units per month.
- Ming‑Chi Kuo reports suppliers were told to reduce iPhone Air capacity by more than 80% by Q1 2026, with some long‑lead components set to be discontinued by the end of 2025.
- Apple is reallocating manufacturing to higher‑selling iPhone 17 and 17 Pro models, with multiple outlets reporting an overall lineup target in the range of 85–90 million units.
- Analysts attribute the weak uptake to battery‑life anxiety, a pared‑back camera setup, and pricing that sits too close to the Pro models.
- Industry rumors suggest Apple may reposition a second‑generation Air as the entry model in 2026 and accelerate work on a foldable iPhone, though Apple has not confirmed any lineup changes.