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Apple's newest iPhone Air has been the subject of production whispers, but a fresh investor note says planned output for 2025 is unchanged. Here’s what TD Cowen found and why the numbers matter for the iPhone 17 lineup.
TD Cowen pushes back on production-cut rumors
Multiple recent reports suggested Apple was cutting iPhone Air production after last month’s launch, with one story even claiming the model had entered an almost end-of-production phase. On October 26 TD Cowen told investors those claims are off the mark. The firm said Apple is not reducing the number of iPhone Air units it expects to build in 2025 and that its October forecasts remain intact.
What the forecasts say
- iPhone Air builds: 3 million for Q3 2025, 7 million for Q4 2025
- iPhone 17 lineup: 54 million units in the September quarter
- iPhone 17 forecast: 79 million units for the December quarter
Those figures suggest Apple still plans substantial production even if some models skew toward the higher-end Pro variants. Initial demand often favors Pro models after a launch, prompting Apple to shift assembly priorities rather than cancel a model.
So does a scaled-back run mean the iPhone Air is a flop? Not necessarily. Production adjustments can reflect supply-chain optimization, component availability, or strategic allocation across models. Short-term figures rarely tell the whole story about a product’s long-term success.
Expect more clarity as sales data and carrier inventory numbers roll in over the coming quarters. In the meantime, TD Cowen’s note offers an important counterpoint to earlier reports and a reminder that analyst forecasts often evolve with fresh information.
Source: gsmarena
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