Apple trims Air iPhone output by about 1M as iPhone 17 lineup grows

Apple will cut production of its new ultrathin iPhone Air by about one million units after weaker-than-expected demand, according to a recent analysis by Mizuho Securities, while increasing output of other models in the iPhone 17 family. The firm said the standard iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max are all selling ahead of last year’s comparable models, prompting Apple to boost production for those devices and raise the initial iPhone 17 series forecast from 88 million units to 94 million units for the current manufacturing cycle.

Mizuho’s report attributes the reduced Air allocation to limited consumer uptake of the superslim form factor relative to Apple’s base and flagship offerings. The standard iPhone 17 was given an additional two million units of planned production, the Pro was increased by one million units, and the Pro Max by four million units. At the same time, Mizuho trimmed its estimate for Apple’s total annual shipments, citing uneven demand across the lineup, from a prior projection of 246 million units to roughly 229 million units for 2026.

Analysts and market observers point to several factors that may be constraining sales of the iPhone Air. The...