Kuo: Apple is scaling back iPhone Air production capacity

Renowned Apple analyst Ming-Chi Kuo has joined a growing stream of analysts reporting that Apple is scaling back iPhone Air orders.

Per Kuo, Apple is scaling back both shipments and production capacity. Most suppliers will reduce capacity by more than 80% by Q1 of 2026, and some components with longer lead times will be outright discontinued by the end of 2025.

It seems that, like the iPhone mini and iPhone Plus models, the Air was unable to gain significant traction.

But this doesn’t mean that the iPhone Air has failed. Apple’s iPhone Pro models usually outpace all other models in the beginning. Apple could just be adjusting production to help Pro sales. Apple’s vast supply chain allows it to be flexible in that way.

Non-Pro iPhone models tend to do better after the initial few months on sale. Then again, it could very well be that this is the only iPhone Air we’ll see.

iPhone Air demand has fallen short of expectations, leading the supply chain to begin scaling back both shipments and production capacity. Most suppliers are expected to reduce capacity by more than 80% by 1Q26, while some components with longer lead times are expected to be…

— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) October 22, 2025