Apple Slashes iPhone Air Production by 80% Amidst Stunning Lack of Demand

Apple is drastically cutting production of its new iPhone Air. The company is reducing output by over 80% following its launch last month. This move comes directly from supply chain reports and noted analysts.

The decision reflects significantly weaker-than-expected consumer demand. According to Mizuho Securities, Apple is cutting production due to underwhelming sales. This is a major setback for Apple’s latest experimental device.

Supply Chain Confirms Drastic Cuts

Respected Apple analyst Ming-Chi Kuo confirmed the severe production pullback. He stated suppliers will reduce capacity by more than 80% through the first quarter of 2026. Some components with long lead times will be discontinued entirely.

A separate analyst survey revealed “virtually no demand” for the iPhone Air. The business publication Nikkei Asia reports the cuts are so deep they are near “end of production levels.” This indicates a fundamental miscalculation of the market for this device.

A Contrasting Launch and Market Response

The iPhone Air’s struggles present a confusing picture. Its launch in China last week saw the device sell out within hours. However, the sustained demand in that key market remains unclear.

The eSIM-only model faced a delayed launch in China. This was due to required government approvals for the technology. The initial sell-out may not translate into long-term sales strength. Apple is now shifting its focus toward the upcoming iPhone 17 and iPhone 17 Pro models.

The iPhone Air production cut represents one of Apple’s most significant product miscalculations in recent years, forcing a swift and dramatic strategic pivot to its core lineup.

Info at your fingertips

Why is Apple cutting iPhone Air production?

Apple is cutting production due to much lower consumer demand than anticipated. Analyst reports indicate “virtually no demand” for the new ultra-thin model, forcing Apple to balance supply.

How much is production being reduced?

According to analyst Ming-Chi Kuo, suppliers are expected to reduce their capacity by more than 80%. This drastic cut will continue through the first quarter of 2026.

Did the iPhone Air sell out anywhere?

Yes, the iPhone Air sold out quickly upon its launch in China last week. However, it is unclear if this strong initial demand will be sustained in the Chinese market.

What is Apple focusing on now?

With the iPhone Air underperforming, Apple is reportedly shifting its focus and resources toward the development and production of its next-generation iPhone 17 and iPhone 17 Pro models.

Was the iPhone Air launch delayed in China?

Yes, the iPhone Air had a delayed launch in China. The delay was caused by the need for government approvals for its eSIM-only technology, which is less common there.