Core Insights - Apple has decided to postpone the release of the next-generation iPhone Air due to lower-than-expected sales, significantly impacting its supply chain [1] - The iPhone Air 2 development project has been removed from the 2026 fall release schedule, with no new timeline provided [1] - Apple may redesign the iPhone Air for a potential launch in spring 2027 alongside the iPhone 18 and iPhone 18e [1] Product Details - The iPhone Air is positioned between the iPhone 17 standard and iPhone 17 Pro, featuring the thinnest body in iPhone history at 5.6 mm and weighing 165 grams [2] - It has a 5-level titanium frame made of 80% recycled titanium, ensuring both lightness and durability, and is the first smartphone to support only eSIM [2] Market Performance - The starting price of the iPhone Air is $999, which does not significantly differ from the standard high-end models, leading to consumer preference for the more feature-rich iPhone 17 standard or Pro versions [4] - The iPhone Air's initial pre-order phase saw rapid sell-outs, but the market enthusiasm did not continue post-launch, partly due to the cumbersome eSIM activation process [6] - Analysts predict that by Q1 2026, most suppliers will reduce their production capacity by over 80% due to the lack of demand for the iPhone Air [6] Historical Context - Previous models like the iPhone mini, Plus, and now the Air have failed to successfully carve out new market segments, with the mini being too small for most users and the Plus lacking sufficient differentiation in performance and price [7]