GoKawiilApple trims iPhone 18 Pro component orders amid weaker demand, Nikkei reports
Nikkei Asia reports Apple has told suppliers to cut October component orders for the iPhone 18 Pro and Pro Max by roughly 15-20% versus original requests, citing sources who say demand has softened since early September. Sources attribute part of the slowdown to $100 price increases on both models, with one supplier noting demand is weaker than in past years when Apple released its full lineup simultaneously. Apple hasn't confirmed further cuts beyond October, and the report suggests similar reductions could hit the upcoming iPhone Duo.
GoKawiil's interpretation of the reporting above, not reported fact.
Because the Pro models carry higher margins, lower unit volumes may not immediately hurt Apple's reported revenue, the report notes, even if it signals cooling consumer appetite. The timing is notable ahead of Apple's fiscal Q4 earnings call on November 6, which could offer the first concrete read on early iPhone 18 sales trends. Supply chain order cuts are often used as an early demand signal by analysts, though they don't always translate directly into final sales figures.
- Suppliers told to cut October component orders for iPhone 18 Pro/Pro Max by 15-20%
- $100 price hikes on Pro models are cited as a factor dampening demand
- Apple's Q4 earnings on November 6 could reveal actual sales impact
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Published there as: “Report: Apple cuts iPhone 18 Pro production due to ‘soft demand’”
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