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Apple to Trim iPhone Air Production as Sales Lag, Says Mizuho Securities

Apple to Trim iPhone Air Production as Sales Lag, Says Mizuho Securities
source: gettyimages
March 26, 2026

Mizuho Securities, via The Elec, says the iPhone lineup shows mixed demand signals. In their assessment, the iPhone 17 Pro and iPhone 17 Pro Max are selling better than their predecessors during the same period last year, while the standard iPhone 17 is performing strongly and outpacing the iPhone 16. The catch is the iPhone Air, which is treated as the outlier: Apple is targeting a trim in Air production by about one million units this year, even as it plans to lift production of all other models by roughly two million units.

As a result, the overall production forecast for the iPhone 17 family has been nudged higher, from about 88 million units to around 94 million units for the start of 2026.

In related market chatter, another report suggested Samsung scrapped plans to launch a Galaxy S25 Edge to compete with Apple’s Air-adjacent line, citing weak sales expectations. Despite Western demand softness, the iPhone Air is said to have sold out within hours in China last month.

The same Mizuho briefing reportedly touched on Apple’s first foldable iPhone and other future devices, signaling continued supplier checks and forecasts for a broader foldable roadmap.

What this means for investors and consumers is a potential shift in Apple’s production balance: leaner Air output paired with higher emphasis on the remaining iPhone 17 models, possibly reflecting nuanced regional demand and upcoming device plans.

Other tech-news snippets you might have missed include updates to iOS 26.4, which adds two CarPlay features (an Ambient Music widget and support for voice-based chatbot apps) and prompts users to upgrade via Settings → General → Software Update on iPhone 11 and newer. CarPlay will offer the new features once the connected iPhone runs iOS 26.4 or newer.

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