Business · Companies · 1 day ago
Apple reportedly cuts iPhone 18 Pro component orders by up to 20%
Apple has reportedly asked some suppliers to make fewer components for the iPhone 18 Pro and iPhone 18 Pro Max.
The reported cuts to October orders range from at least 15% to as much as 20%.
The phones cost $100 more than their predecessors, partly reflecting higher memory costs.
Nikkei Asia’s sources say the higher prices have weakened demand, but Reuters has not independently verified the reporting, and Apple did not comment to Reuters.
The timing of Apple’s launches may also help explain the change: the company released its premium models first, while the standard iPhone 18 is expected in spring.
The order cuts affect some suppliers, and it is not clear whether Apple will make further changes after October.
Apple’s fiscal fourth-quarter earnings, due November 6, are expected to offer an early look at demand for the new phones.
Reports citing Nikkei Asia say Apple has asked some suppliers to reduce component orders for the iPhone 18 Pro and iPhone 18 Pro Max.
The reported cuts to October orders range from at least 15% to 15–20%, compared with Apple’s original plans.
The reports attribute weaker-than-expected demand partly to higher prices linked to rising memory costs.
The iPhone 18 Pro starts at $1,199 in the United States, $100 more than its predecessor, according to Android Authority.
A report also said Apple shares fell more than 2.5% in early trading after the news.
The scale of the demand slowdown is uncertain, as the reports note that Apple’s changed launch schedule may also affect component orders.
- Who
- Apple and its suppliers
- What
- Apple reportedly reduced component orders for the iPhone 18 Pro and iPhone 18 Pro Max.
- When
- October 2026; reports were published on October 9, 2026.
- Where
- Not stated
- Why
- Reports cite weaker demand amid higher prices, partly driven by rising memory costs; the changed launch schedule may also affect orders.
This story does not have two clearly opposing sides.
In October alone, we are seeing orders from Apple reducing by 15% to 20% for both the premium models; we don’t know how things would develop from here,
not as strong as previous years when all the new models are introduced all together.
Supply chain sources said Apple had become more cautious about shipments.
Apple reportedly reduced component orders for the iPhone 18 Pro models by at least 15%, with one source estimating cuts of 15–20%.
News reports about the order cuts were published, and MacRumors reported that Apple shares fell more than 2.5% in early trading.
9to5Mac said Apple was scheduled to report fiscal Q4 2026 earnings, which would provide a look at early demand for the new Pro models.
- Reported October order reduction
- At least 15%; one source estimated 15–20%
- U.S. starting price of iPhone 18 Pro
- $1,199
- Price increase over predecessor
- $100
- Reported early trading share decline
- More than 2.5%
- Scheduled fiscal Q4 2026 earnings report
- November 6, 2026
Sources
Apple'ın yeni iPhone planı tutmadı: Beklediğini bulamayınca düğmeye bastı
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