After a series of conflicting rumors about Apple scaling back production of its newly launched iPhone 17 Air, a fresh report has clarified the situation – and it looks like Apple isn’t cutting back at all. According to a recent investor note from TD Cowen dated October 26, Apple’s production forecast for the iPhone 17 Air remains exactly as planned. 
The firm emphasized that Apple’s manufacturing targets for 2025 haven’t changed, countering earlier reports that suggested the device was already nearing the end of its production run.
TD Cowen’s forecast indicates Apple will maintain output of 3 million iPhone 17 Air units for Q3 2025 and 7 million for Q4 2025. Meanwhile, production for the entire iPhone 17 lineup stands strong, with 54 million builds expected in the September quarter and 79 million in December. These numbers point to a confident production strategy, signaling that Apple sees consistent demand for its Air model despite mixed chatter online.
Analysts note that even if Apple were to tweak production slightly, it wouldn’t necessarily suggest weak performance. Historically, Apple adjusts production dynamically based on market feedback – especially when the Pro models attract initial demand surges. The iPhone Air, positioned as a refined yet accessible alternative, appears to be maintaining stable traction within Apple’s broader ecosystem.
Still, reactions online remain divided. Some users argue the Air’s price point – starting around €999 – feels steep when compared to the standard iPhone 17, while others criticize the device’s bulky camera island. Yet for many, the Air’s blend of sleek design, light form factor, and performance balance make it one of the most practical new iPhones in the lineup. Whether it ultimately becomes a quiet success or just another mid-tier experiment, Apple clearly isn’t hitting the brakes yet.
1 comment
They say it’s not reduced, but feels like PR damage control ngl