Overview

• Morgan Stanley reports demand for the iPhone 17, 17 Pro, and 17 Pro Max is modestly stronger than expected and forecasts an imminent build increase to over 90 million units, with production concentrated on Pro and Pro Max models.
• The ultra-thin iPhone Air is underperforming relative to other models, with availability and regulatory challenges in markets like China contributing to weaker early uptake.
• JPMorgan’s latest consumer survey finds purchase intent driven by performance, camera improvements, and design, with AI features ranking lower, and shows a tilt toward premium models within the iPhone 17 lineup.
• Reviews cite concrete hardware gains including a 48MP telephoto enabling up to 8x optical‑quality zoom, vapor‑chamber cooling, larger or denser batteries, faster charging, and tougher Ceramic Shield 2 surfaces.
• Hands-on testing frequently recommends the base iPhone 17 over the Air due to longer battery life, faster charging, an added ultrawide camera with macro and spatial video capability, and a $200 lower starting price.