Apple’s new iPhone Air isn’t meeting expectations, according to supply chain analyst Ming-Chi Kuo.

In a post on X, Kuo said on Wednesday that demand for the iPhone Air has been weaker than Apple hoped, prompting suppliers to scale back shipments and production. “Most suppliers are expected to reduce capacity by more than 80% by 1Q26,” he wrote, adding that some components with longer lead times “are expected to be discontinued by the end of 2025.”

Kuo said the weak performance suggests that Apple’s existing Pro and standard iPhone models already meet the needs of most high-end users. He added that efforts to create new market segments — like the iPhone mini, Plus, and now Air — have “failed to gain traction.”

Nikkei also reports orders have been reduced to near “end-of-production” level

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