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BackWill iPhone 18 Pro price increase scare away Apple fans? Less than 1 month after launch, Apple reportedly cuts orders
Will iPhone 18 Pro price increase scare away Apple fans? Less than 1 month after launch, Apple reportedly cuts orders
Developing
自由时报1 hour agoTech2 min readChinaView original

Will iPhone 18 Pro price increase scare away Apple fans? Less than 1 month after launch, Apple reportedly cuts orders

Quick Look

  • Less than a month after Apple launched the iPhone 18 Pro series, news of order cuts was reported.
  • Supply chain orders dropped by 15% to 20%, mainly due to sluggish buying momentum due to rising prices for new phones.
  • At the same time, Samsung was also affected by rising memory costs, and it was reported that it would reduce production by 20% to 30% in the fourth quarter.

AI-generated summary

Why It Matters

Apple launched the iPhone 18 Pro series this year and significantly raised the price, with the starting price in Taiwan reaching 44,900 yuan. At the same time, it changed its launch strategy and only launched high-end models first, with the standard version postponed to the spring of 2027. Rising memory costs are a common pressure faced by Apple and Samsung.

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Less than a month after the iPhone 18 Pro series was launched, there was news of order cancellation. (Photo/Reuters)

Apple’s new iPhone 18 Pro series this year has only been on the market for less than a month, and there is news of order cancellation! The latest news points out that due to the price increase of the new phone, some Apple fans are unable to buy it, and the overall market buying sentiment is not as good as expected. Apple has asked some suppliers to reduce component production of the iPhone 18 Pro series, and order volume in October will be reduced by at least 15%.

Japanese media "Nikkei Asia" quoted people familiar with the matter as saying that Apple has become more conservative in its shipment expectations for the new iPhone since early September, and further adjusted component orders in October. A senior supply chain executive revealed that in October alone, orders related to the iPhone 18 Pro series dropped by 15% to 20%, but it is still unclear how the situation will develop in the future.

Please read on...

New phone prices increase, listing strategies change, buying momentum is tested

Price may be one of the key reasons for the order cancellation this time. Affected by rising memory costs, Apple has significantly increased the prices of the iPhone 18 Pro series this year. Taking Taiwan as an example, iPhone 18 Pro starts from 44,900 yuan, and iPhone 18 Pro Max starts from 49,900 yuan. If you want to buy the latest Pro flagship, you need to prepare at least more than 40,000 yuan in your wallet. For some Apple fans, if the old iPhone they have is still usable, they may not be in a hurry to pay for a new one.

On the other hand, the lack of the relatively affordable standard version of the iPhone 18 this year also makes the market demand for new phones not as strong as a one-time launch. In the past, Apple usually launched the standard version and Pro series at the same time in the fall. This year, it broke the convention and launched high-end models such as iPhone 18 Pro and iPhone 18 Pro Max first. The standard version of iPhone 18, iPhone Air 2 and iPhone 18e are expected to be postponed to the spring of 2027. However, supply chain people also pointed out that the change in listing strategy is not enough to fully explain the reason for the decline in buying sentiment.

Although there are reports of order cuts, it does not mean that Apple's revenue will definitely decline accordingly. Since the price of the iPhone 18 Pro series has been raised this year, even if sales volume decreases, the higher stand-alone selling price may still offset part of the impact. As for the actual sales of the new phone, we still need to wait for Apple to release its financial report later to further observe.

Memory costs have soared, and Samsung has also reported cutting production by 20% to 30%. (Photo/Reuters)

It won’t make any money even if it’s sold. Samsung is also rumored to be cutting production.

In fact, the cost pressure faced by the mobile phone market is not limited to Apple. Korean media "Money Today" reported that Samsung has also been hit by soaring memory costs. Even if it increases the price of mobile phones, its profit margins are still squeezed. Therefore, it is reported that it plans to significantly reduce production by 20% to 30% in the fourth quarter. Rather than continuing to produce but not make money, Samsung would rather reduce production first to avoid further dragging down overall profits.

"You May Also Want to See"

It’s hard to make money even if you sell it! Samsung’s increase in mobile phone prices is useless, rumor has it that it will cut production by 30% by the end of the year

What to Watch

AI outlook — possibilities, not facts

  • Apple will disclose actual sales data of iPhone 18 Pro series in subsequent financial reports

    Very likely · Within months

  • Samsung will implement a plan to reduce production by 20% to 30% in the fourth quarter

    Likely · Within months

Open Questions

  • Will Apple adjust its subsequent production strategy?
  • Will the delayed launch of the standard iPhone 18 stimulate demand?
  • Will Samsung's production cuts affect global memory supply and prices?

Related Topics

This article was originally published by 自由时报.

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