Business · Companies · 1 day ago
Apple reportedly cuts iPhone 18 Pro parts orders amid weaker demand
Apple has reportedly asked some suppliers to make fewer parts for the iPhone 18 Pro and iPhone 18 Pro Max.
The reported reason is weaker-than-expected demand for the two premium phones.
One supply-chain account said orders for October were cut by 15% to 20%, but the scale and duration of any cuts are not confirmed across the reports.
The Pro models cost 150 euros more than their predecessors, and suppliers said demand is not as strong as when all new iPhone models launch together.
Apple plans to release the standard iPhone 18 next spring, though suppliers said that timing does not fully explain the weaker demand.
Lower phone sales could put pressure on Apple’s revenue and profit margins, and the news may weigh further on its share price.
The reports say it is not clear whether Apple will change orders again from November; holiday-season sales and the next results may help show whether demand or production limits are the main issue.
Apple reportedly asked some suppliers to cut parts production for the iPhone 18 Pro and Pro Max because of weaker-than-expected demand.
Two sources cited by Nikkei Asia said Apple cut October parts orders for the two models by 15% to 20% from its original requests.
A supply-chain executive said it was not yet clear whether Apple would change orders again from November.
The report has prompted concerns that demand, rather than only production constraints, may be weighing on iPhone sales.
An analyst cautioned that one report is not enough to establish a broader demand trend.
- Who
- Apple and suppliers of parts for the iPhone 18 Pro and Pro Max.
- What
- Apple reportedly reduced October parts orders by 15% to 20% from its original requests because of weaker demand.
- When
- October 2026. The articles were published on October 12, 2026.
- Where
- Not stated.
- Why
- The sources attribute the cuts to weaker-than-expected demand. Emerce also reports that Apple raised prices for both models by 150 euros compared with their predecessors.
This story does not have two clearly opposing sides.
Apple management forecast iPhone growth in the September quarter in the mid-teens and said supply constraints had widened compared with the June quarter.
Apple reportedly cut parts orders for the iPhone 18 Pro and Pro Max by 15% to 20% from its original requests.
A supply-chain executive said it was not yet clear whether Apple would make further order changes from November.
- Models
- iPhone 18 Pro and iPhone 18 Pro Max
- Order change
- October parts orders reportedly reduced by 15% to 20%
- Price increase
- 150 euros compared with the models' predecessors
- Next model launch
- Apple plans to launch the standard iPhone 18 next spring
- Sources
- Two sources cited by Nikkei Asia reported the October order cuts
What people are saying
Only in October we see that Apple has reduced orders for both premium models by 15 to 20 percent. We do not yet know how the situation will develop.
At the time, this was explained as a production-side constraint, but this report adds to the possibility that some of it is demand-side.
Sources
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