Demand for iPhone has fallen for one reason
Quick Look
- Apple has reduced supplies of the new iPhone 18 Pro and iPhone 18 Pro Max smartphones due to lower demand associated with a $100 price increase.
- This was reported by Nikkei Asia, citing sources.
- Deliveries began on September 18, and the company is planning conservatively.
AI-generated summary
Why It Matters
Apple releases new iPhone models in September every year. Last year, the company introduced four models, including the base iPhone 18 and the flagship Pro and Pro Max versions. Rising prices for new models may be due to increased component costs and inflation.
Apple has reduced supplies of new smartphones due to decreased demand. This was reported by Nikkei Asia.
One of the publication’s sources said that the reduction affected both flagship models. Agency specialists linked the weak demand with an increase in the price of smartphones - both models have risen in price by $100 (8.5 thousand rubles) compared to their predecessors. Thus, the iPhone 18 Pro in the USA costs at least $1,200 (102 thousand rubles), the iPhone 18 Pro Max costs $1,300 (110 thousand rubles).
Deliveries of these models began on September 18. The material says that almost immediately Apple began to build a conservative supply plan. Suppliers do not yet know how the situation will develop in the coming months.
The new production plan also affected the decline in supplies of parts for smartphones. So, last fall Apple released four models, and this fall - three. Moreover, the third device - the folding iPhone Duo - will go on sale later. Demand for parts for the base iPhone 18, due out in early 2027, could start to pick up towards the end of the year.
What to Watch
AI outlook — possibilities, not facts
Demand for the base iPhone 18 will begin to rise towards the end of 2026.
Possible · Within months
The foldable iPhone Duo will go on sale later this year.
Likely · Within months
Open Questions
- How significantly were deliveries reduced compared to plans?
- What will be the exact production volume of the foldable iPhone Duo?
- When exactly will the foldable iPhone Duo launch?
- How did competitors react to Apple's change in strategy?






