In the earnings call for the fourth quarter of the 2025 fiscal year, analysts grilled Apple CEO Tim Cook about the production cuts and sales of the iPhone Air. Cook chose not to answer directly, stating that the company has a policy against revealing sales numbers for individual models. At present, the industry holds differing opinions on the production cuts for the iPhone Air. Sources such as Ming-Chi Kuo claim that Apple has scaled back the production capacity for this model, predicting an over 80% reduction in supply chain capacity by the first quarter of 2026. On the other hand, TD Cowen insists that production forecasts have stayed the same. Cook's evasive attitude mirrors Apple's approach of emphasizing overall performance and driving up profit margins by offering premium hardware and services. Media analysis points out that Cook's reluctance to discuss the iPhone Air might suggest that the product's market performance hasn't lived up to Apple's internal expectations or that it isn't a major focus in Apple's current marketing strategies.
