Since pre-orders opened last Friday, most iPhone models have already slipped to a 2–3 or 3–4 week delivery forecast. However, the iPhone Air stands out, remaining available for launch day delivery in every configuration except for one. This situation raises intriguing questions about consumer demand and Apple's production strategy.
Earlier this year, The Information reported that Apple faced challenges regarding demand uncertainty for the iPhone Air. As a result, the tech giant allocated only 10% of its iPhone manufacturing capacity to this model. In contrast, the standard iPhone 17 was set to account for 25% of total production, with the iPhone 17 Pro also at 25%, and the iPhone 17 Pro Max taking the remaining 40%.
Amidst this production strategy, rumors circulated about a significantly smaller battery capacity for the iPhone Air, which could deter a considerable segment of potential buyers. Reports indicated that only 60% to 70% of users could expect to use the slim device for a full day without recharging, compared to 80% to 90% for other models. To address this concern, Apple is reportedly developing an optional accessory: a phone case equipped with a battery pack specifically designed for the iPhone Air.
Following the inspiring launch event, the initial reception of the iPhone Air has been largely positive. Apple made significant efforts to mitigate the battery limitations associated with such a thin device, and the overall design has garnered more praise than criticism. The iPhone Air has been prominently featured in interviews with Apple executives, including CEO Tim Cook. A memorable moment involved Apple VP of Worldwide Marketing, Greg Joswiak, demonstrating the device by throwing it to Tom’s Guide’s Lance Ulanoff, who attempted to bend it unsuccessfully.
Despite the generally favorable reception, there are signs that public interest in the iPhone Air may not meet Apple's expectations. As of four days into the pre-order window, the iPhone Air remains available for day-one delivery in most colors and sizes, with the exception of the 512GB Cloud White variant, which has shifted to a 2–3 week delivery estimate. In stark contrast, several versions of the iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max quickly fell into the 2–3 week window shortly after their release, with some models now back-ordered until late October.
This situation does not automatically indicate that the iPhone Air is a failure. It is certainly too early to draw any definitive conclusions. The slower demand could be attributed to various factors, such as potential customers waiting for reviews to assess whether the trade-offs are too significant, or consumers wanting to physically try the device before making a purchase decision.
It’s possible that the dynamics will change once the iPhone Air hits the shelves, potentially making it one of the most sought-after models. Importantly, the delayed launch of the iPhone Air in China does not impact this situation, as the models differ significantly in specifications and compatibility (A3260 in the US versus A3518 in China).
As we approach a week into the pre-order period, it appears that obtaining a new iPhone on launch day may be easier than expected, which contrasts with previous years. Whether this trend is a negative indicator or simply a temporary phenomenon will become clearer in the coming weeks.
What are your thoughts on the demand for the iPhone Air? Do you think it is weaker than Apple anticipated? Share your opinions in the comments below.
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