Apple recently unveiled the new ultra-slim iPhone Air, marking a significant change in its iPhone lineup. Unlike previous variations, the iPhone Air is a distinct category on its own, offering a sleek design and powerful performance.
Apple’s decision to name the new model without a number signifies its unique position in the iPhone family. The iPhone Air combines an elegant titanium design with the powerful A19 Pro chip from the flagship iPhone 17 Pro models. However, it comes with a single camera and a price point that makes it a considered purchase.
Speculation arose about the fate of the iPhone Air following reports of scaled-back orders, similar to the iPhone mini and Plus models that were discontinued due to poor sales. Despite this, one analyst believes that the iPhone Air may have a different outcome.
Staying the Course
A research note from TD Cowen suggests that Apple has not altered its production plans for the iPhone Air. The investment bank confirms that Apple will produce 3 million units in the third quarter of 2025 and 7 million units in the following quarter.
Contrary to other analysts’ predictions of reduced production, TD Cowen’s forecasts indicate stability in iPhone Air production. This stands in contrast to Apple’s decision to decrease iPhone 12 mini production months after its launch.
Implications for the iPhone Air
Apple acknowledges that the iPhone Air caters to a niche audience and has generated mixed reactions. The device’s unique characteristics and limited production numbers suggest that Apple is testing the market’s response before making further decisions.
Despite challenges in sales, particularly in China, where pre-orders sold out quickly but in-store response was subdued, it is premature to dismiss the iPhone Air. Apple’s history of giving new product categories time to evolve indicates that the iPhone Air may have a longer lifespan than initial sales suggest.
