Apple Said to Cut iPhone Air Production Amid Underwhelming SalesApple plans to cut production of the iPhone Air amid underwhelming sales performance, Japan's Mizuho Securities believes (via The Elec).The Japanese investment banking and securities firm claims that the iPhone 17 Pro and iPhone 17 Pro Max are seeing higher sales than their predecessors during the same period last year, while the standard iPhone 17 is a major success, performing significantly better than the iPhone 16.The iPhone Air is apparently the outlier; Apple plans to reduce production by one million units this year. Meanwhile, Apple plans to increase production of all other models by two million units. The overall production forecast of the iPhone 17 series this year has also been increased from 88 million units to 94 million units for the start of 2026.
Reports suggest Apple is already pulling back on the iPhone AirNew phone design compromises on camera and battery to achieve a lighter weight.If the iPhone Air is struggling, it suggests that battery life and camera quality are still more important to buyers than thickness and weight. Apple’s iPhone Air was the company’s most interesting new iPhone this year, at least insofar as it was the one most different from previous iPhones. We came away impressed by its size and weight in our review. But early reports suggest that its novelty might not be translating into sales success.A note from analyst Ming-Chi Kuo, whose supply chain sources are often accurate about Apple’s future plans, said yesterday that demand for the iPhone Air “has fallen short of expectations” and that “both shipments and production capacity” were being scaled back to account for the lower-than-expected demand.Kuo’s note is backed up by reports from other analysts at Mizuho Securities (via MacRumors) and Nikkei Asia. Both of these reports say that demand for the iPhone 17 and 17 Pro models remains strong, indicating that this is just a problem for the iPhone Air and not a wider slowdown caused by tariffs or other external factors.
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