Contrary to numerous reports that have been published in recent weeks claiming that Apple is reducing the production of its latest smartphone model, the iPhone Air, a new analysis from a reputable financial institution completely refutes these rumors. Some earlier reports even went so far as to claim that the slim and sleek iPhone is nearing the end of its production cycle, but new information paints a completely different picture.
In a note sent to investors by investment firm TD Cowen on October 26, it was clearly stated that Apple has no plans to reduce the number of iPhone Air devices that will be produced in 2025. The report emphasizes that production forecasts for October remain unchanged and that recent rumors are unfounded. This detailed analysis, based on supply chain data, brings peace back to the market and stakeholders.
According to TD Cowen’s report, the iPhone Air production forecast for the third quarter of 2025 is still fixed at 3 million units. This figure will remain unchanged for the fourth quarter of 2025 and equal to 7 million devices. Additionally, total production figures for all models of the iPhone 17 family are forecast at 54 million units in the quarter ending September and 79 million units in the quarter ending December. These numbers show that Apple is still firmly sticking to its original production schedule.
Of course, experts believe that even if Apple decides to reduce the production of this model in the future, this will not necessarily mean its commercial failure. In Apple’s early product release cycles, demand for Pro models is typically significantly higher. In such a situation, it is quite natural for the company to shift its production resources towards more popular models to meet the market demand. This strategy helps Apple always maintain a balance between supply and demand and determine which model deserves the title. The best Apple phone in terms of sales in that time period.
Source: GSMArena
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