X @郭明錤 (Ming-Chi Kuo)

iPhone Air demand has fallen short of expectations, leading the supply chain to begin scaling back both shipments and production capacity. Most suppliers are expected to reduce capacity by more than 80% by 1Q26, while some components with longer lead times are expected to be discontinued by the end of 2025. This indicates that the existing Pro series and standard models already cover the majority of high-end user demand well, leaving little room to carve out new market segments and positioning — as previous ...