供应链资源配置
Search documents
曝苹果调整iPhone 17系列生产策略:iPhone Air减产百万台
Huan Qiu Wang· 2025-10-18 03:53
Core Insights - Apple is making significant adjustments to its production plans for the upcoming iPhone 17 series due to underperformance in the market, particularly for the iPhone Air model [1][3] - The overall shipment forecast for the iPhone 17 series has been raised from 88 million units to 94 million units, reflecting a 6.8% increase, with the revised target expected to be achieved by early 2026 [1][3] Production Adjustments - Apple has decided to reduce the production of the ultra-thin iPhone Air model by approximately 1 million units due to weak sales performance and potential inventory risks [3] - In contrast, the standard iPhone 17, Pro, and Pro Max models have significantly exceeded sales expectations, prompting Apple to prioritize their production [3] Sales Performance - The standard iPhone 17 has seen a double-digit sales increase compared to its predecessor, while the high-end Pro series has experienced even more substantial year-on-year growth, particularly for models featuring advanced technologies [3] - Apple has informed component suppliers to adjust production quotas to ensure adequate supply for the standard and Pro series models, increasing orders for critical components like screens and chips [3]