According to a new supply chain report from Tianfeng Securities analyst Ming-Chi Kuo, Apple’s latest ultra-thin model, the iPhone Air, is selling poorly. The analyst expects supply chain products to decrease by more than 80% from now until Q1 2026, with some long-lead-time parts to be discontinued as early as the end of 2025.
Multiple reports indicate that the iPhone Air has not gained consumer favor. Last week, Japan’s Mizuho Securities also stated that due to poor sales performance, Apple will reduce iPhone Air production by 1 million units. Earlier this week, the Nikkei reported that the iPhone Air has seen almost no demand, leading Apple to significantly cut production.
This ultra-thin model is not the only one to fail; Samsung’s ultra-thin Samsung Galaxy S25 Edge is also selling poorly. It has been reported that due to sales issues, Samsung has also canceled the development of a follow-up model for the S25 Edge.
Ming-Chi Kuo stated that the iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max models already meet the needs of most high-end users. Therefore, the niche market for ultra-thin models like the iPhone Air is very small, and it was inevitable that it would not be favored by consumers and would have its orders cut by Apple.
