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Apple Reportedly Cutting iPhone Air Production

Apple plans to cut iPhone Air production by 1 million units due to lower demand while boosting other model outputs by 2 million, Mizuho Securities reports.

  • Last month, Mizuho Securities and The Elec reported Apple plans to cut iPhone Air production by about 1 million units amid shifting output for other models.
  • The iPhone Air, despite its engineering feats, has produced underwhelming sales as analysts say its pricier cost than the iPhone 17 and lower battery capacity hurt demand.
  • Supplier data indicate Apple is boosting iPhone 17 production by 2 million units and increasing output of iPhone 17 Pro and iPhone 17 Pro Max models due to strong sales.
  • In China, the iPhone Air sold out in hours and one Chinese retailer recorded over 5 million reservations, while estimated production volume ranges between 19 and 21 million units.
  • Looking ahead, Mizuho Securities warned the foldable iPhone could be delayed into 2027, while ShrimpApplePro said Apple is only reducing Air production and predicted 2026 sales `miles better than` the S25 Edge.
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MacRumors broke the news in United States on Friday, October 17, 2025.
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