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iPhone Air Production Reportedly Remains Unchanged Amidst Speculation of Manufacturing Cuts

iPhone Air Production Reportedly Remains Unchanged Amidst Speculation of Manufacturing Cuts

This prediction contradicts earlier reports from other industry analysts that hinted that Apple was cutting production of its slim new iPhone Air.

Written by Sucharita Ganguly, Edited by David Delima | Updated: 28 October 2025 18:41 IST

iPhone Air Production Reportedly Remains Unchanged Amidst Speculation of Manufacturing Cuts

Apple is reportedly reducing iPhone Air (pictured) production due to weak global sales outside China

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Highlights

Report says production shifts reflect demand trends not weak sales
An earlier report claimed Apple reduced output due to slow demand
iPhone Air remains Apple’s thinnest model yet at 5.6mm

Apple introduced its ultra-slim 5.6mm iPhone Air in September alongside the iPhone 17 series phones. It was previously rumoured to be struggling with weak demand and a reported production cut of up to 1 million units. However, the handset may not be underperforming after all. A fresh investor note has surfaced online, which indicates that Apple has not altered its production schedule, maintaining a target of 7 million units for the 2025 holiday quarter. Earlier reports likened the iPhone Air to the iPhone mini's struggles, but new data suggests steady demand and unchanged production plans.

iPhone Air Demand Steady, Apple

In an investor note dated October 26 viewed by AppleInsider, TD Cowen (TD Securities) says that Apple has no plans to scale back production of the iPhone Air in 2025. According to the firm, Apple's iPhone Air forecasts for October remain consistent, with production targets set at 3 million units for Q3 2025 and 7 million units for Q4 2025. TD Cowen also noted that overall iPhone 17 lineup builds are expected to reach 54 million units for the September quarter and 79 million for the December quarter.

However, relying solely on production figures to gauge sales performance can be misleading. Apple frequently revises output when initial forecasts, either too optimistic or too conservative, do not align with actual market conditions. Such adjustments usually reveal more about Apple's forecasting strategy than the true strength of iPhone sales.

Apple Has Reportedly Slashed iPhone Air Production Due to This Reason

TD Cowen's outlook for the iPhone Air contrasts with earlier reports from other industry analysts, which suggested a downturn in the model's production plans. For instance, earlier this month, a Nikkei Asia report claimed that Apple is scaling back production of the new iPhone Air due to weaker-than-expected sales outside China.

In contrast, the iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max are reportedly seeing stronger demand. Despite this shift, Apple is said to be maintaining its overall production target of 85–90 million units for the iPhone 17 lineup.

The older reports also suggested that suppliers have been asked to reduce iPhone Air component and module orders, with November production expected to drop sharply compared to September. At the time, it was speculated that production of the iPhone Air may have reached “end-of-production” levels, accounting for less than 10 percent of initial forecasts.

iPhone Air Review: Thincredible

In India, the iPhone Air starts at Rs. 1,19,900 for the 256GB variant and stands out as Apple's thinnest iPhone ever at just 5.6mm. Built from 80 percent recycled titanium, it features Ceramic Shield 2 glass on both sides for up to four times better crack resistance, according to Apple. The phone sports a 6.5-inch Super Retina XDR OLED display with a 120Hz adaptive refresh rate, runs on iOS 26, and is powered by a A19 Pro chip with Apple Intelligence support. It also offers a 48-megapixel main camera, an 18-megapixel selfie shooter, Wi-Fi 7, Bluetooth 6, and up to 27 hours of claimed battery life.

iPhone Air

REVIEW
KEY SPECS
NEWS

Design
Display
Software
Performance
Battery Life
Camera
Value for Money

Good
Incredibly lightweight and super thin
Stunning display
Solid performance
Good primary and selfie cameras

Bad
A single-camera sensor at the back
Slow charging
Battery life could have been better
Mono speaker leaves much to be desired
Expensive

Read detailed Apple iPhone Air review

Display 6.50-inch

Processor Apple A19 Pro

Front Camera 18-megapixel

Rear Camera 48-megapixel

RAM 12GB

Storage 256GB, 512GB, 1TB

OS iOS 26

Resolution 1260x2736 pixels

More Apple mobiles Apple mobiles price in India

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Further reading: iPhone Air, iPhone Air Demand, iPhone Air Price in india, iPhone, Apple

Sucharita Ganguly

Email Sucharita Ganguly

Sucharita is a writer with Gadgets 360 and is mostly found playing with her cat in her free time. She has previously worked at breaking news desks across organizations. Powered by coffee, The Beatles, Bowie, and her newfound love for BTS, she aims to work towards contributing to a better media environment for women and queer folk. More