Reports suggest Apple is already pulling back on the iPhone Air
Apple’s iPhone Air was the company’s most interesting new iPhone this year, at least in that it was the most different from previous iPhones. We came away impressed with its size and weight during our review. But early reports suggest its novelty may not translate into commercial 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 “did not meet expectations” and that “shipments and production capacity” were reduced to account for lower-than-expected demand.
Kuo’s rating is supported by reports from other analysts at Mizuho Securities (via MacRumors) and Nikkei Asia. Both of these reports indicate that demand for the iPhone 17 and 17 Pro models remains strong, indicating that it is just a problem for the iPhone Air and not a broader slowdown caused by tariffs or other external factors.
The standard iPhone, full-size iPhone Pro, and big iPhone Pro have all been mainstays of Apple’s lineup, but the company has had a harder time delivering a fourth phone that sells well enough to stick around. The small-screen iPhone mini and the large-screen iPhone Plus were each discontinued after two generations.
