Apple Cuts iPhone Air Production as iPhone 17 Series Demand Surges

[{"selector":"#anim-c54d83fc-452e-44f3-ad27-ea9901b4d0ed","keyframes":{"opacity":[0,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-e636f4dc-8c9b-41d3-aabf-c9b0ec1cc7c8","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Apple Cuts iPhone Air Production as iPhone 17 Series Demand Surges

[{"selector":"#anim-6aad400d-1f90-4e45-88d3-0d84392f31cc","keyframes":{"opacity":[0,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-34d78841-56b4-4778-984d-3ce65f8af91d","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] iPhone Air Production Cut – Apple sharply reducing iPhone Air output due to weak global demand. – Supplier orders down to under 10% of September levels. – Initially planned for 10–15% of 2025 iPhone output . – Strong early China sales but poor global response. – Seen as a bridge to Apple’s first foldable iPhone (2026) .

[{"selector":"#anim-81754557-7ae3-4c8c-a2cc-834c8ac468b1","keyframes":{"opacity":[0,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-e80fc01a-a980-4837-9c9a-e7d4d539a63d","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] iPhone 17 Series Growth – Higher demand drives increased production for iPhone 17 and 17 Pro. – Added ~5 million more units for the base model. – U.S. wait times: iPhone 17 (2–3 weeks), 17 Pro (1–2 weeks). – Forecast steady at 85–90 million units for 2025. – Suppliers call Apple’s outlook a rare sign of stability .

[{"selector":"#anim-4ec4a4a1-f7c9-46ec-99d3-82688f5c1a5f","keyframes":{"opacity":[0,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-caf2b347-2426-4399-bf3e-fd9fbc6e9a3c","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] – iPhone 17 launched Sept 9; shipments Sept 19. – Counterpoint & IDC: iPhone shipments ↑ YoY, beating rivals. – iPhone 17 series 14% stronger than 16 in early sales. – Apple to watch Air sales in China before next-quarter changes. – Stable forecast shows confidence ahead of 2025 holiday season .