"For 2025, it will up the order from 84-86 million units to a number in the low 90 millions. The production increase will focus primarily on the iPhone 17 Pro and iPhone 17 Pro Max, as demand for the iPhone Air has so far been lower than predicted. But, if this report is accurate, Apple underestimated how many people would want to buy a Pro or Pro Max, and is now going to adapt to increased market demand for those models."
"Morgan Stanley analysts think demand for the iPhone 17 models is coming primarily from owners of very old iPhones, and they expect that even more users will be in that category next year. This will bode well for the upcoming iPhone 18 models and the foldable iPhone that's also expected to make its debut in late 2026. The company now expects Apple to sell 243 million iPhones next year,"
Production orders for the iPhone 17 series will increase for 2025 from 84–86 million units to the low 90 millions. The production increase will prioritize the iPhone 17 Pro and iPhone 17 Pro Max because demand for the iPhone Air has been lower than expected. Demand for the iPhone 17 models is coming primarily from owners of very old iPhones, with expectations that more users will join that upgrade cohort next year. Projected upgrades support prospects for iPhone 18 models and a foldable iPhone debuting in late 2026. Base iPhone sales are forecast at 243 million next year, with upside to 270 million if the iPhone Fold and Apple Intelligence features generate stronger demand.
Read at GSMArena.com
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