iPhone Air demand failed to meet Apple’s expectations and the company’s supply chain is scaling back shipments and production, reports Apple analyst Ming-Chi Kuo.

Suppliers are expected to reduce capacity by more than 80 percent between now and the first quarter of 2026, and some components with longer lead times will be discontinued by the end of 2025.

According to Kuo, the ‌iPhone Air‌’s poor performance suggests that the iPhone 17 and 17 Pro models already “cover the majority of high-end user…