Apple has reportedly cut orders for the iPhone 18 Pro and iPhone 18 Pro Max due to “soft demand.” A new report from Nikkei Asia says Apple has told select suppliers to cut component production for the device, as price increases allegedly “dampened consumer demand.”
Price hikes reportedly dampen iPhone 18 Pro demand
The report cites “multiple familiar with the matter,” and claims Apple has “turned more conservative on shipments since early September. Two of those sources claim that component orders for October have been cut by “at least 15%” compared to what Apple originally requested.
Another anonymous supply chain manager told Nikkei Asia that demand is “not as strong as previous years when all the new models are introduced all together.” This, of course, refers to Apple not releasing the base iPhone 18 until next spring.
One source added that they expect a “similar fate for the iPhone Duo” after it’s released, referring to potential production cuts.
Apple increased prices for the iPhone 18 Pro and iPhone 18 Pro Max by $100 compared to their predecessors. While hampering demand, this also means that the impact of that lower demand won’t “immediately translate to lower revenue for Apple,” the report explains.
Apple will report its fiscal Q4 2026 earnings on Monday, November 6. This will provide a look at the first several weeks of iPhone 18 Pro and iPhone 18 Pro Max demand.
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