The iPhone 17 models are selling well, while the iPhone Air is flopping
Analysts at Morgan Stanley said that demand for the iPhone 17 series has been “modestly stronger” than the investment banking firm’s initial expectations. The data is based on information from Apple’s supply chain and the shipping estimates on Apple’s online store.Unsurprisingly, the devices that are enjoying the reported strong demand are the iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max. As for the super slim iPhone Air, the demand for it has faced a “relative weakness.” Part of the reason for that discrepancy may be that the iPhone Air is not available in China.
Optimism about the iPhone 18
Another key factor for Apple’s success in 2026 will be the expectation for a strong lineup with six new devices. While the specific models aren’t specified, those are likely to include the iPhone 18 lineup, the follow-up to the iPhone Air, the iPhone 17e, and the iPhone Fold.
Unsurprising results for the iPhone Air
Apple has made many compromises with the iPhone Air, and the market is responding accordingly. Just like the Galaxy S25 Edge, Apple’s slim phone is performing better than expected, but it still has a worse battery than what feels comfortable to many people. While that’s the new smartphone trend, I don’t think Apple will find much success with the thin phone, even if its general results stay good.
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