Apple's iPhone plan did not work: 15 percent 'cut' claim on orders

It was claimed that technology giant Apple changed the production plan for new iPhone models.

According to the news from Nikkei Asia, based on its sources, the company decided to make cuts in the supply chain after the demand for the iPhone 18 Pro series did not meet expectations.

It was claimed that the company asked some of its suppliers to reduce the production of components used in new models. Allegedly, component orders for October were at least 15 percent below the originally planned quantity.

$100 INCREASE IN IPHONE PRICES

The starting prices of Apple's new flagship models, iPhone 18 Pro and iPhone 18 Pro Max, are $ 1,199 and $ 1,299, respectively. Thus, the starting price of both models increased by $ 100 compared to the previous generation.

It is stated that the reason behind the price increase is the increase in the cost of memory chips. The increasing demand for artificial intelligence technologies creates cost pressure in memory production, which also affects product prices in the technology sector.

These cost increases are not limited to new iPhone models; It is stated that it also affects the MacBook and iPad series and the iPhone 16 and iPhone 17 models.

CLAIM FOR 15 PERCENT CUT IN THE PRODUCTION PLAN

In the news of Nikkei Asia, it was claimed that Apple acted more cautiously regarding shipments starting from September and reduced its orders for October.

Allegedly, the new order quantities sent by the company to suppliers were at least 15 percent below the initial production plan. It is considered that this step aims to rearrange production planning in the face of weakening demand and increasing parts costs.

However, there is no independent confirmation that the change in orders is directly due to the decline in consumer demand. It is stated that changes in production and shipment planning may arise from different reasons.

THE NEW IPHONE CALENDAR MAY ALSO BE EFFECTIVE

The news suggested that the weakening in demand observed from the end of August to October may be related to the changes planned by Apple in the launch schedule of its new products.

It is stated that the company plans to spread the launch calendar over two separate periods, instead of introducing all new iPhone models in the same period as in previous years.

In this context, it is stated that the standard iPhone 18 model is expected to be released in the spring of 2027, along with the more affordable iPhone 18e and iPhone Air 2.

Spreading model launches over different periods may also change the distribution of demand in Apple's product range throughout the year.

MEMORY COSTS ALSO AFFECTED THE RAM PLAN

It is claimed that increasing memory costs also affect the technical feature preferences of Apple's new models.

It is stated that the 12 GB RAM capacity is preserved in the iPhone 18 Pro and iPhone 18 Pro Max models, as in the previous generation. In previous claims, it was claimed that the company was considering using 16 GB RAM in the new Pro series.

However, it is claimed that rising memory costs may have prevented the implementation of this plan.

The news that Apple has decided to reduce its orders has brought the discussions about how price increases and production costs affect product planning in the technology sector to the agenda again.