A new TD Cowen investor note contradicts earlier claims that Apple is cutting iPhone Air production. The firm reports that Apple’s plans remain unchanged, with 3 million units set for Q3 2025 and 7 million for Q4 2025, while overall iPhone 17 builds are projected at 54 million and 79 million, respectively. TD Cowen notes that production adjustments often reflect shi...
A new TD Cowen investor note contradicts earlier claims that Apple is cutting iPhone Air production. The firm reports that Apple’s plans remain unchanged, with 3 million units set for Q3 2025 and 7 million for Q4 2025, while overall iPhone 17 builds are projected at 54 million and 79 million, respectively. TD Cowen notes that production adjustments often reflect shi…
