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First of all it means that there's a great demand for eSIM, which wasn't a thing in Chinese phones up until now.

Then there's a difference between initially selling out and long-term demand. There's usually always a lag in supply to demand this early in the cycle, and a company working on this scale always needs to make adjustments along the way as they're focusing on catching up with the demand.
Also ”selling out” does not specify did they sell 10, 100, 1000 or tens of thousands of units. It just tells us that the initial demand was more than they expected, but the percentage share of the Air vs rest of the lineup cannot be determined from this alone.

Also initial demand might have spiked but as more and more users share their experience or as these ”first month with the Air” articles and videos arrive, it might change how people think about it
 
As a 12 mini owner standing on the fence for the last 5 years and advocating on the mini cancellation I'm going to upgrade to the Air.

The Air has nothing to do with the Mini.

It's even bigger than the basic iphone 17 and the huge size is simply killing every other specification and feature.

It could be 2mm thin and it would be still huge and unacceptable.
 
I am curious to see how foldable iPhone does.

I have personally thought the idea of a class of device that has already failed miserably in the market was a bad idea, but I highly curious to see and possibly be proved wrong. Same with another class of device that Mark Gurman seems to be highly promoting in the also failed "Glass Hole" AR glasses market. Come to think of it, Gurman has also been keen of seeing Apple having their own money losing chatbot.

Further coming to think of it, Gurman, in the guise of a "reporter" seems to try and spike the punch for a lot of things. Seemingly trying to publicly throw John Giannandrea under the bus before the demotion. And a vocal part of the "Apple is behind in AI" doom echo-chamber chorus.

So Yeah, I would love to see some of the Gurman promoted devices mass produced and see them come to light. Who was that other guy was constantly promoting an Apple Television. Remember him?
 
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This is really drastic, if true: “Production orders for the iPhone Air have been cut nearly to "end of production" levels, despite it only becoming available in China last week, due to weak demand in other markets, multiple sources briefed on the matter said. Under the initial production plan, the iPhone Air accounted for roughly 10% to 15% of overall new iPhone production this year, said two sources familiar with the plan. […] One supply chain manager said production orders for the iPhone Air from November onward will be less than 10% of the volume compared with September. Another supplier executive said they received a similar notice from Apple.”
 
Also initial demand might have spiked but as more and more users share their experience or as these ”first month with the Air” articles and videos arrive, it might change how people think about it

The thin and light design doesn't go away. It impacts your usage every day. This is what I've read from real world reviews of many people.
 
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This is really drastic, if true: “Production orders for the iPhone Air have been cut nearly to "end of production" levels, despite it only becoming available in China last week, due to weak demand in other markets, multiple sources briefed on the matter said. Under the initial production plan, the iPhone Air accounted for roughly 10% to 15% of overall new iPhone production this year, said two sources familiar with the plan. […] One supply chain manager said production orders for the iPhone Air from November onward will be less than 10% of the volume compared with September. Another supplier executive said they received a similar notice from Apple.”
*If true* is pulling literally all of the weight there.

Nikkei doesn't have a strong track record lol. I remember the same stuff said about iPhone X by many "analysts" and we know how that turned out.
 
Again I will repeat what I've been saying since this was unveiled. This needs to have, as a MINIMUM, the feature set of the regular iPhone. People may then pay more for a more premium design, such as titanium for example, but it has to have everything the regular model has.

The iPhone Air has fewer cameras, speaker, worse battery life. Very few people are going to pay MORE for that, period. I mean just imagine launching a phone with it's own dedicated battery pack, the fact it is just for that device is like putting a big sign on the phone saying the battery life is terrible.

It was doomed to failure from the start and is another poorly conceived product under Tim.
 
When I first saw the iPhone Air in a store, it looked and felt amazing, and I almost swapped my iPhone 15 PM for it! But after a little thought, I realized I’m not ready to give up the awesome triple camera and stereo speakers. If they could add at least a double camera setup and stereo speakers, I would’ve bought one right away!
You don’t wear AirPods? 8x zoom is that important to you?
 
Sorry, so when Apple doesn't sell out of something it means no one wants it, and when Apple does sell out it means they just only had a few on hand?
No, it means you don’t know - one way or the other - unless you have the actual sales figures & know how many units were in the first batch of stock.

You can’t judge the long-term popularity of an Apple product with the general public by how many Apple enthusiasts start pounding the pre-order button as soon as the launch video ends. Those are not “typical” customers for a mass-market consumer product like an iPhone.

I don’t know about China, but many people in the UK get their phones from a mobile network or phone shop as part of an airtime contract, so how many people choose the iPhone Air when upgrade tome comes around will be crucial.
 
“and limited willingness to pay for a foldable”

This is the byline to note.

That’s why so many Samsung foldables end up on the second hand market.
 
By now we know that they greatly overestimated the demand for it.

That was the first launch, and then the second/Chinese launch could be tailored better for the Chinese market, so to speak.

Like I've mentioned elsewhere it's a big thing that the iPhone Air was the first phone with eSIM-support in China. To not get political we can just say that it wasn't due to popular demand that that wasn't available before.
The iPhone Airs price position is to near to the regular Pro. Take the iPad Air. It starts at 649€ vs the Pro 1099€. That's only 59% of the Pros iPad while still getting an M Series Chip and good enough displays & authentication for 90% of users.

The MacBook Air (13 inch) is also only 1,24kg compared to 1,55kg (14 inch) Pro and is 1099€ vs. 1799€. Again only 61% of the Pros with again acceptable tradeoffs at that price. You can feel the difference in your everyday backpack.

The iPhone Air is simply not compelling enough.
 
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