Apple trims iPhone 18 Pro component orders by up to 20% amid weak demand and rising memory chip costs
+3 new sources since this summary was written
Apple instructed its suppliers to cut component orders for the iPhone 18 Pro and Pro Max models by roughly 15%‑20% for October. The reduction reflects softer-than‑expected consumer demand and higher memory‑chip prices that forced a price increase for the premium devices. Apple will still launch a base iPhone 18 and an upgraded iPhone Air in early‑2027. Major component makers such as TSMC, Qualcomm and Broadcom are among those affected.
Why it matters
Apple’s order cut may lower near‑term revenue for key suppliers, while helping Apple avoid excess inventory in a slower market (Investing.com report). The adjustment could also modestly pressure Apple’s quarterly earnings if component cost savings are offset by weaker sales of the premium line.
Key facts
- 1Apple reduced October component orders for the iPhone 18 Pro and Pro Max by 15%‑20% compared with original expectations. investing.com
- 2The cuts were driven by higher memory‑chip prices that raised device costs and weakened demand. seekingalpha.com
- 3Suppliers impacted include Taiwan Semiconductor Manufacturing Co., Qualcomm and Broadcom. gurufocus.com
- 4Apple plans to launch a base iPhone 18 and an upgraded iPhone Air in early 2027. investing.com
- 5Apple reported Q3 revenue of $109.4 billion, up 16% year‑over‑year, with a gross margin of 50.1%. tradingview.com
Open questions
- The exact reduction range varies between 15% and 20% across sources.
Summary written by AlphAI from 8 of 8 sources. Not investment advice. Figures are as stated by the linked sources.