iPhone Air iPhone Air NOT a flop after all?!

[joshwithachance]

iPhone Air production cut orders may not be true

According to AppleInsider, the iPhone Air may in fact NOT be the sales flop the media has been making it out to be. And says that reports of production cuts are just not true…

“On October 26, TD Cowen stepped in to denounce the claims. Apple isn't changing how many iPhone Air units it will produce in 2025 at all, the note to investors seen by AppleInsiderclaims.

TD Cowen's report says that there are no changes to iPhone forecasts for October, taking a moment to emphasize that this included the iPhone Air forecasts. Supply chain research indicated to the analysts that builds were unchanged in the month.

What TD Cowen calls "field work" led to the firm maintaining unchanged forecasts for the iPhone Air at 3 million for the third calendar quarter of 2025, and 7 million for the fourth calendar quarter.

Overall for all iPhone 17-generation models, the September quarter builds remain at 54 million, with a similarly static forecast of 79 million for the December quarter.”

Thoughts?👀

 

[Apple_Robert]

Either way, it really doesn’t matter. People can still purchase the Air.

 

[JoeG4]

Either way, it really doesn’t matter. People can still purchase the Air.

Hypothesizing here: Perhaps the iPhone Air had fewer supply chain issues and they've been able to constantly produce a large amount of them?

The new pro/pro max do use a different chassis style entirely. While the air's design is much skinnier and has some new stuff, it's possible that they had a lot easier time making those.

 

[JPack]

Hypothesizing here: Perhaps the iPhone Air had fewer supply chain issues and they've been able to constantly produce a large amount of them?

The new pro/pro max do use a different chassis style entirely. While the air's design is much skinnier and has some new stuff, it's possible that they had a lot easier time making those.

Do you think Apple had an easier time making Air than base 17? It's been over a month and the base model remains consistently out of stock, globally, in-store and online.

Thoughts?👀

TD Cowen is a sell-side investment bank. Sometimes, these analysts produce contrarian reports simply because they don't have access to supply chain info the way Kuo and Nikkei do. Other times, they want Apple to notice them for the next M&A so TD can provide advisory services instead of Goldman.

 

[bbates123]

Finally some optimistic news!