Overview
- Nikkei reports iPhone Air supplier orders have been cut to levels typically seen near end of production, with one component manager saying November volumes fall to less than 10% of September.
- Apple is increasing output of other iPhone 17 variants, including about 5 million additional units of the base model and added orders for the 17 Pro, according to sources cited by 9to5Mac and Nikkei.
- A KeyBanc investor survey finds virtually no demand for the iPhone Air and notes limited willingness to pay for a foldable, while demand for other 17-series models is described as healthy.
- Immediate shipping and in‑store availability for the iPhone Air contrast with longer waits for iPhone 17 and 17 Pro models, reinforcing weak interest signals tracked since launch.
- Mizuho previously forecast a one‑million‑unit reduction for the iPhone Air this year, and a Weibo claim of outright cancellation remains unverified by any corroborating reporting.