"Multiple reports in recent times claimed that Apple is cutting production of the iPhone Air unveiled last month, with one even claiming that this sleek iPhone had entered almost end-of-production mode. However, a new report contradicts those claims. In a note to investors on October 26, TD Cowen said Apple isn't reducing the number of iPhone Air units it will produce in 2025. TD Cowen's report states that the iPhone Air forecasts for October remain unchanged."
"The forecasts for the iPhone Air remain at 3 million for Q3 2025 and at 7 million for Q4 2025. The September quarter builds for the entire iPhone 17 lineup remain at 54 million, while the forecast for the December quarter is 79 million. Apple iPhone 17 Air Even if Apple scales back iPhone Air production, that doesn't necessarily mean this model won't be successful. The Pro models sometimes have higher demand initially, so Apple could just be adjusting production accordingly."
Multiple reports claimed Apple was cutting production of the iPhone Air, with one claim saying the model had entered almost end-of-production mode. TD Cowen issued a note to investors on October 26 stating Apple isn't reducing iPhone Air unit production in 2025 and that October forecasts remain unchanged. The iPhone Air forecasts are 3 million units for Q3 2025 and 7 million for Q4 2025. September-quarter builds for the entire iPhone 17 lineup are 54 million, with a December-quarter forecast of 79 million. Scaling back Air production would not necessarily indicate failure because Pro models sometimes see higher initial demand, allowing production adjustments.
Read at GSMArena.com
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