Thursday, January 22, 2026
iPhoneRumors

The iPhone Air may not be a disappointing seller, after all

Another rumor says we’ll see a second gen iPhone Air this year.

Well, maybe the iPhone Air isn’t a bust, after all. On October 22, Nikkei Asia reported that Apple is “drastically” cutting production of the iPhone Air and shifting focus toward the iPhone 17and iPhone 17 Pro models.

This report lined up with one from Morgan Stanley that said there’s strong early demand for the iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max, while the iPhone Air has faced “relative weakness” in demand so far.

“Our supply chain checks suggest an iPhone 17 build increase is likely imminent,” according to analyst Erik Woodring at the investment bank, in a research note to clients — as noted by MacRumors

In the second half of 2025, Apple’s supply chain might increase its production of the new iPhones to more than 90 million units, up from 84 million to 86 million units currently, the note said.

However, in a note to clients — as noted by AppleInsider — Apple may not be changing its production figures for the iPhone Air after all. The investment bank’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.

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Dennis Sellers
the authorDennis Sellers
Dennis Sellers is the editor/publisher of Apple World Today. He’s been an “Apple journalist” since 1995 (starting with the first big Apple news site, MacCentral). He loves to read, run, play sports, and watch movies.

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