Apple Cuts Component Orders for New iPhone Models Amid Weak Demand
Rising memory chip prices are contributing to higher costs for the iPhone 18 Pro series. Apple has reportedly asked some suppliers to reduce component production for the new models due to weaker-than-expected market demand.
Apple is reportedly reducing component production for its new iPhone 18 Pro and iPhone 18 Pro Max smartphones, citing increased memory chip costs and weaker-than-anticipated market demand. The tech giant has asked some of its suppliers to cut component orders for October by at least 15% from original plans, according to sources cited by Nikkei Asia.
One supply chain executive indicated that the reduction for the two high-end models alone in October was between 15% and 20%. The impact of these cuts will vary among suppliers due to different production cycles, and it remains unclear whether Apple will further decrease orders from November onwards.
The overall demand for Apple's orders from August to October has been lower than in previous years. This could also be linked to Apple's strategic decision to launch three premium models first this year, deferring the release of the standard iPhone 18 and iPhone Air models to spring 2027. This shift delays the need for significant component procurement for the latter until the end of the year and early 2027.