Apple(US:AAPL) Xin Lang Ke Ji·2025-11-11 11:12Core Viewpoint - Apple has decided to postpone the release of the next-generation iPhone Air due to disappointing sales, significantly impacting the supply chain [1][2]. Group 1: Product Development and Release - Apple has removed the iPhone Air 2 development project from the 2026 fall release schedule and has not provided a new timeline [1]. - The iPhone Air was initially planned to launch alongside the iPhone 18 Pro series and iPhone Fold [1]. - Industry insiders suggest that Apple may redesign the iPhone Air and potentially release it in spring 2027 alongside the iPhone 18 and iPhone 18e [1]. Group 2: Supply Chain Impact - Foxconn, one of the assembly partners for iPhone Air, has dismantled all but one and a half production lines and is expected to cease production by the end of the month [1]. - Another partner, Luxshare Precision, ended its production tasks by the end of October [1]. - Analysts predict that by the first quarter of 2026, most suppliers will reduce their production capacity by over 80%, with some long-lead components expected to cease production by the end of 2025 [2]. Group 3: Market Performance and Consumer Response - The iPhone Air, positioned between the iPhone 17 standard and Pro versions, features the thinnest body in iPhone history at 5.6 mm and weighs 165 grams, but its high starting price of $999 has limited consumer interest [2]. - Initial pre-orders for the iPhone Air sold out quickly, but the market enthusiasm did not continue after the official release on October 22 [2]. - Complicated eSIM activation processes have also deterred potential buyers [2]. Group 4: Competitive Landscape - Existing iPhone 17 Pro and standard models effectively meet the needs of most high-end users, leaving little room for the iPhone Air to capture new market segments [3]. - Historical analysis shows that previous models like mini, Plus, and now Air have failed to successfully carve out new market niches [3].