Apple Slashes iPhone Air Production Amid Reports of “Virtually No Demand”

Apple is making drastic cuts to iPhone Air production. The decision follows reports of significantly weaker-than-expected consumer interest. This news was first reported by Nikkei Asia.

The company is now shifting its focus toward the upcoming iPhone 17 and iPhone 17 Pro models. This move signals a major strategic pivot for the tech giant.

Production Cuts Reach Near “End of Production Levels”

According to Nikkei Asia, the production reduction is severe. The cuts are so deep they are nearing “end of production levels.” This indicates a fundamental miscalculation of market demand for the device.

Initial sales in China showed promise with reported sell-outs. However, overall reception in the region and other global markets has been lukewarm. This combined weakness has forced Apple’s hand.

A new KeyBanc Capital Markets survey confirms the troubling trend. It revealed “virtually no demand for iPhone Air.” The report also noted limited consumer interest in foldable phone technology generally.

Last week, Japan’s Mizuho Securities provided specific numbers. The firm stated Apple will reduce iPhone Air production by one million units this year. Meanwhile, production for iPhone 17 models will increase by two million units.

Broader Market Impact and Consumer Trends

This situation reflects a clear shift in consumer preferences. The market mix is continuing to shift toward Pro and Pro Max models. Buyers appear to favor enhanced features over new form factors.

Apple’s experience is not isolated. Samsung has reportedly canceled plans for a successor to its Galaxy S25 Edge. This decision was also attributed to low sales of its rival device.

Furthermore, advanced AI features have yet to meaningfully influence buying decisions. This suggests that for now, practical design and proven performance outweigh experimental technologies for most consumers.

The significant reduction in iPhone Air production underscores a major market miscalculation. Consumer appetite for this new category has proven far weaker than anticipated. Apple’s swift pivot to its core iPhone 17 lineup highlights its adaptive strategy in a challenging landscape.

Info at your fingertips

Why is Apple cutting iPhone Air production?

Apple is cutting production due to much weaker consumer demand than expected. Reports indicate “virtually no demand” for the new model. This has led to a major strategic shift in their manufacturing plans.

What models is Apple focusing on instead?

Apple is now shifting its focus to the iPhone 17 and iPhone 17 Pro models. Production for these devices is being increased. The company sees stronger consumer interest in these upcoming releases.

How deep are the production cuts?

The cuts are described as “drastic” and near “end of production levels.” Mizuho Securities specified a cut of one million iPhone Air units. This is a significant reduction for a new product.

Is this a problem only for Apple?

No, the trend appears broader. Samsung has also canceled a similar foldable device, the Galaxy S25 Edge. This suggests a general market coolness toward this specific smartphone category.

Are AI features driving iPhone sales?

According to recent market analysis, AI features have not yet meaningfully influenced buying decisions. The survey found limited willingness to pay for new form factors like foldables. Consumer preference remains with proven Pro models.