Apple Slashes iPhone Air Production Amid Disappointing Sales – What’s Next for AAPL?
Apple began informing its suppliers this week of new production plans: overall iPhone 17 output remains about 85–90 million units, but iPhone Air units will be sharply curtailed. A Nikkei/Verge scoop notes the Air’s share (originally ~10–15% of initial production) will be cut back dramatically from November onward theverge.com. Sources say Apple has ordered 5 million more base iPhone 17s and “significantly” more Pro models, reflecting higher-than-expected demand for the flagship variants indianexpress.com theverge.com. At the same time, Air component orders are being slashed. One supply-chain manager told the Indian Express that Air orders are now “end-of-production mode,” about 10%