iPhone Air demand is lower than expected, and the supply chain has begun to reduce shipments and capacity
2025-10-22 17:39:24
October 23rd news, tianfeng international well-known apple analyst Guo Mingxian said that iPhone Air demand is lower than expected, the supply chain has begun to reduce shipments and production capacity. The production capacity of the supply chain will generally be reduced by more than 80% to 1Q26, and some components with a long lead time are expected to be discontinued before the end of 2025. This means that the existing Pro series and standard version models have covered most of the high-end user requests very well, and it is difficult to find new market segments and positioning (attempts from mini, Plus to Air have not been successful so far).
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