Apple’s slim new iPhone Air is reportedly falling short of expectations, and that could trigger a notable production pullback. A new report from Mizuho Securities claims Apple plans to trim its iPhone Air forecast by 1 million units over the coming year, even as the company ramps up manufacturing for other flagship models.
According to the report, the iPhone 17 lineup is outperforming internal targets. Apple is expected to boost production by 2 million units for the iPhone 17, 1 million for the iPhone 17 Pro, and 4 million for the iPhone 17 Pro Max. These adjustments are said to roll out by year’s end, lifting overall iPhone output from 88 million to 94 million units.
Mizuho Securities also suggests Apple’s rumored foldable iPhone has been delayed, signaling a more cautious approach to new form factors as the company prioritizes models with stronger demand.
The market backdrop adds another wrinkle: reports indicate Samsung may be ending plans for a successor to its thin-and-light Galaxy S25 Edge, hinting at broader headwinds for ultra-slim smartphone variants.
Early reception to the iPhone Air has been generally positive but subdued. Reviewers have praised its thin-and-light design while noting concerns around battery life and heat under load. Despite meeting or modestly exceeding expectations in some areas, sales appear to be trailing its stablemates, especially the iPhone 17 Pro and iPhone 17 Pro Max.
What it all means: Apple seems to be rebalancing its supply chain toward the devices consumers are buying most, while keeping total iPhone production on an upward trajectory. If these forecasts hold, expect stronger availability of the iPhone 17 family and a tighter pipeline for the iPhone Air as the year wraps up, alongside continued speculation about when a foldable iPhone might finally arrive.
