Reports state that the new ultra-thin iPhone Air isn’t selling well. If the internet discourse is to be believed, the reasons why are fairly obvious.
Apple’s experiment with making an ultra-thin smartphone is not going well. As per analysts and supply chain insiders, low demand has apparently forced the company to trim production targets for the iPhone. „Production orders for the iPhone Air have been cut nearly to ‚end of production‘ levels“, Nikkei Asia reported earlier this week. Japan’s Mizuho Securities has lowered its sales forecast for the slim smartphone owing to low demand, as per The Elec. Earlier this week, TFI Securities analyst Ming-Chi Kuo alo shared on X that suppliers are lowering their capacity by as much as 80% and that they have already started to scale back production and supply operations.
The reports paint an interesting picture of the iPhone Air situation. Soon after Apple chief Tim Cook visited China, the South China Morning Post reported that the iPhone Air was sold out in the country. Analysts at Counterpoint Research also painted a favorable picture of the iPhone Air, noting that it was outselling the iPhone 16 Plus (the model it replaced in 2025), but warned that the Air model will remain a niche, at least initially.
