Apple’s new iPhones selling ‘stronger than anticipated,’ except for one model – Morgan Stanley

iPhone Air is the thinnest iPhone ever, delivering pro performance, amazing new camera systems on the front and back, and fantastic all-day battery life.
About two weeks post-launch of the iPhone 17 series, Morgan Stanley analysts reported that demand for the devices is “slightly stronger than anticipated,” citing extended shipping times on Apple’s online store and insights from Apple’s supply chain. But, one model is lagging the rest.
Joe Rossignol for MacRumors:
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There has been strong early demand for the iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max, according to the analysts. However, they said the ultra-thin iPhone Air has faced “relative weakness” in demand so far.
“Our supply chain checks suggest an iPhone 17 build increase is likely imminent,” wrote Morgan Stanley analyst Erik Woodring, in a research note today. In the second half of 2025, Apple’s supply chain might increase its production of the new iPhones to more than 90 million units, up from 84 million to 86 million units currently, the note said…
The analysts are bullish about iPhone shipments in 2026 and 2027… “iPhones are getting old and Apple’s biggest innovation in years less than 12 months away,” the analysts wrote, in reference to the long-rumored foldable iPhone.

MacDailyNews Take: We bet iPhone Air will easily outsell the top sales mark of any iPhone mini or Plus iteration.
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MacDailyNews Note: Woodring reiterated his “Buy” rating and raised his price target on Apple shares to $298.

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