Apple's iPhone Air Experiment Fails as Supply Chain Cuts Production by 80%
iPhone Air demand failed to meet Apple's expectations and the company's supply chain is scaling back shipments and production, reports Apple analyst Ming-Chi Kuo.
Suppliers are expected to reduce capacity by more than 80 percent between now and the first quarter of 2026, and some components with longer lead times will be discontinued by the end of 2025.
According to Kuo, the iPhone Air's poor performance suggests that the iPhone 17 and 17 Pro models already "cover the majority of high-end user demand," so there is little room for new market segments.
There have been multiple reports suggesting the iPhone Air has failed to catch on with consumers. Last week, Japan's Mizuho Securities said that Apple would reduce iPhone Air production by a million units because of underwhelming sales performance, and earlier today, Nikkei said that there is "virtually no demand" for the iPhone Air, and that Apple would "drastically" cut production.
Apple competitor Samsung is apparently seeing the same response to its super thin smartphone, the Galaxy S25 Edge. Reports suggest that Samsung canceled development of a next-generation model after disappointing sales.
Apple's standard iPhone and Pro iPhone models have consistently performed well, but it has struggled with its fourth wildcard spot in the iPhone lineup. Apple experimented with a smaller 5.4-inch iPhone mini that did not sell well, and then moved to a larger iPhone Plus that served as a more affordable version of the large-sized Pro Max. That too failed, leading Apple to try a 5.6mm build that compromised on features for a lightweight and thin design.
We could get yet another new form factor as soon as 2026, with rumors suggesting that Apple will debut a foldable iPhone as part of the iPhone 18 lineup.
Popular Stories
Macworld's Filipe Espósito today revealed a handful of features that Apple is allegedly planning for iOS 26.4, iOS 27, and even iOS 28.
The report said the features are referenced within the code for a leaked internal build of iOS 26 that is not meant to be seen by the public. However, it appears that Espósito and/or his sources managed to gain access to it, providing us with a sneak peek...
Apple seeded the second iOS 26.2 Release Candidate to developers earlier this week, meaning the update will be released to the general public very soon.
Apple confirmed iOS 26.2 would be released in December, but it did not provide a specific date. We expect the update to be released by early next week.
iOS 26.2 includes a handful of new features and changes on the iPhone, such as a new...
Apple today released iOS 26.2, the second major update to the iOS 26 operating system that came out in September, iOS 26.2 comes a little over a month after iOS 26.1 launched. iOS 26.2 is compatible with the iPhone 11 series and later, as well as the second-generation iPhone SE.
The new software can be downloaded on eligible iPhones over-the-air by going to Settings >...
Apple today released new firmware designed for the AirPods Pro 3 and the prior-generation AirPods Pro 2. The AirPods Pro 3 firmware is 8B30, up from 8B25, while the AirPods Pro 2 firmware is 8B28, up from 8B21.
There's no word on what's include in the updated firmware, but the AirPods Pro 2 and AirPods Pro 3 are getting expanded support for Live Translation in the European Union in iOS...
Apple today released macOS Tahoe 26.2, the second major update to the macOS Tahoe operating system that came out in September. macOS Tahoe 26.2 comes five weeks after Apple released macOS Tahoe 26.1.
Mac users can download the macOS Tahoe update by using the Software Update section of System Settings.
macOS Tahoe 26.2 includes Edge Light, a feature that illuminates your face with soft...
The AirTag 2 will include a handful of new features that will improve tracking capabilities, according to a new report from Macworld. The site says that it was able to access an internal build of iOS 26, which includes references to multiple unreleased products.
Here's what's supposedly coming:
An improved pairing process, though no details were provided. AirTag pairing is already...
Apple today released iPadOS 26.2, the second major update to the iPadOS 26 operating system released in September. iPadOS 26.2 comes a month after iPadOS 26.1.
The new software can be downloaded on eligible iPads over-the-air by going to Settings > General > Software Update.
iPadOS 26.2 continues with the multitasking improvements that were added with iPadOS 26.1. You can now drag and...
Apple today released iOS 26.2, iPadOS 26.2, and macOS 26.2, all of which introduce new features, bug fixes, and security improvements. Apple says that the updates address over 20 vulnerabilities, including two bugs that are known to have been actively exploited.
There are a pair of WebKit vulnerabilities that could allow maliciously crafted web content to execute code or cause memory...
