Renowned Apple analyst Ming-Chi Kuo has joined a growing stream of analysts reporting that Apple is pulling back iPhone air orders.
According to Kuo, Apple is scaling back both shipments and production capacity. Most suppliers will reduce capacity by more than 80% by Q1 of 2026, and some components with long lead times will be completely discontinued by the end of 2025.
It seems that, like the iPhone mini and iPhone Plus models, the Air was unable to gain significant traction.
But this does not mean that the iPhone Air has failed. Apple’s iPhone Pro models usually outsell all other models initially. Apple can simply adjust the product to help Pro sales. Apple’s vast supply chain allows it to be that flexible.
Non-Pro iPhone models tend to do better after the first few months on sale. Then again, it could very well be that this is the only iPhone Air we’ll see.
Demand for the iPhone Air has fallen short of expectations, causing the supply chain to begin scaling back both shipments and production capacity. Most suppliers are expected to cut capacity by more than 80% by 1Q26, while some components with longer lead times are expected to…
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) October 22, 2025
