Apple Reportedly Cutting iPhone Air Production Amid Weak Demand

Apple’s supply chain is reportedly scaling back production of the iPhone Air after lower-than-expected demand, according to a new analysis from TF International Securities’ Ming-Chi Kuo. In a post shared on X (formerly Twitter), Kuo said most suppliers are expected to reduce production capacity by more than 80% for the iPhone Air by the first quarter of 2026, with some components potentially discontinued by the end of 2025.

Production Scaled Back After Strong Start

The news follows a Nikkei Asia report earlier today claiming Apple has slashed orders for the iPhone Air, while simultaneously boosting output for the iPhone 17 and iPhone 17 Pro models.

This marks a sharp turn from early optimism. Initial data from Counterpoint Research suggested the iPhone Air was outperforming the iPhone 16 Plus — the model it replaced — during its first ten days on the market. However, that early momentum appears to have cooled significantly in the weeks since launch.

A Familiar Pattern for Apple’s “In-Between” Models

Kuo believes the iPhone Air is the latest in a series of models, such as the iPhone mini and iPhone Plus, that have struggled to define a clear place in Apple’s lineup.

The iPhone Air, introduced at Apple’s September event, was marketed as the thinnest iPhone ever, boasting a sleek new design and advanced display technology. Yet, despite its engineering appeal, many reviewers pointed to its high price tag and camera trade-offs compared to the iPhone 17 Pro, making it a tough sell for both premium and mid-range buyers.

Limited Space Between Pro and Standard Models

According to Kuo, the iPhone Air’s soft demand highlights a growing reality in Apple’s lineup — the Pro and standard iPhones already satisfy most of the high-end market, leaving little room for new variants to capture additional share.

While Apple has not commented publicly on production changes, suppliers reportedly expect reduced volumes heading into 2026, suggesting the company may reassess the Air’s role in next year’s lineup.

Looking Ahead

If the reports prove accurate, Apple’s iPhone Air may join the mini and Plus models as another experiment that failed to find its audience. As Apple shifts focus to the iPhone 17 Pro series and its upcoming foldable iPhone project, the company seems to be streamlining its portfolio around products with clearer consumer appeal and stronger margins.