Recent reports had suggested that Apple was cutting down production of the newly launched iPhone Air, with some even claiming that the device had entered an “end-of-production” phase.
However, a new investor note from TD Cowen, dated October 26, appears to contradict those claims, confirming that Apple’s iPhone Air production remains steady for the coming quarters.
According to TD Cowen’s report, Apple has not reduced its iPhone Air production targets for 2025. The production forecast for October remains unchanged, signaling that Apple is confident in the device’s market performance despite earlier speculation.
Apple iPhone Air Production Forecast Remains Stable
The report highlights that Apple’s production forecast for the iPhone Air is still set at 3 million units for Q3 2025 and 7 million units for Q4 2025. Furthermore, the total iPhone 17 lineup — which includes the iPhone 17, iPhone 17 Plus, iPhone 17 Pro, and iPhone 17 Air — is projected to reach 54 million units in the September quarter and 79 million units in the December quarter.
The consistency in these figures suggests that Apple’s supply chain remains stable, and that consumer demand for the iPhone Air continues to align with the company’s initial expectations.
Apple iPhone 17 Air Pricing and Market Position
The iPhone 17 Air, available in configurations such as 256GB with 12GB RAM priced at around €999 / £999, and 512GB with 12GB RAM priced at €1,329 / £1,199, remains a sleek alternative for users who want high-end performance without opting for the Pro models.
Even if Apple makes slight adjustments to its production later, analysts note that such changes are common and often reflect shifts in consumer preference between different models. In this case, Apple could be prioritizing production of its iPhone 17 Pro models, which traditionally see higher initial demand.
Overall, TD Cowen’s findings reaffirm that Apple’s iPhone Air remains a key part of its 2025 lineup — and that reports of large-scale production cuts may have been overstated.