$AAPL - IPHONE AIR DEMAND DISAPPOINTS, SUPPLIERS CUT PRODUCTION: MING-CHI KUO
Weak demand for the iPhone Air has prompted suppliers to slash shipments and capacity by over 80% by early 2026, with some parts ending production by late 2025. The move signals that Pro and standard iPhones already meet high-end demand, leaving little room for new variants — much like the failed mini, Plus, and now Air models
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