Two weeks after the launch of the iPhone 17 series, a clear picture emerges: demand is stronger than initially expected. The iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max models are emerging as favorites. However, one device stands out from the crowd: the iPhone Air.
Apple is under close scrutiny with each new iPhone generation. Sales figures and delivery times provide clues as to how well the devices are being received in the market. With the current generation, there's a clear trend: While demand for the core models is stronger, the ultra-thin iPhone Air is weakening. At the same time, analysts at Morgan Stanley see significant potential for the coming years, not least due to the first foldable iPhone, expected in 2026.
Demand for iPhone 17 series higher than expected
Morgan Stanley 's analysis is based on two factors: delivery times at the Apple Online Store and information from the supply chain. Both indicate that demand for the new iPhones is higher than originally expected. Interest is particularly strong for the iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max.
iPhone Air falls short of expectations
The situation is different for the iPhone Air. This model was supposed to attract attention with its ultra-thin design, but so far, demand has been rather muted. Analysts describe demand as "relatively weak" compared to other devices.
Production increase in sight
The higher demand is also impacting production planning. According to analysts, Apple could increase production of the iPhone 17 series from the current 84 to 86 million units to over 90 million in the second half of 2025. This suggests that Apple expects continued high demand.
Impact on the share price
The development also plays a role in Apple's share price. Morgan Stanley raised its price target from $270 to $298. At the time of the assessment, the share price was around $256. According to the analysts, the excitement surrounding the iPhone 17 series has already been priced in. Therefore, even more growth potential would be needed for a sustained short-term increase in the share price.
Looking to the future: Foldable iPhone planned
Analysts are particularly optimistic about the years 2026 and 2027. This is due to the expectation that Apple will introduce its first foldable iPhone in September 2026. This model is considered one of the biggest innovations in years. According to estimates, it could boost iPhone sales again and strengthen Apple in the long term.
iPhone 17 series impresses – with one weak point
The iPhone 17 series is off to a successful start with stronger-than-expected demand. While the iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max are exceeding expectations, the iPhone Air has so far lagged. Apple is preparing for increased production numbers, and analysts see great potential for the coming years—especially with the planned foldable iPhone, which could be the next big innovation in the smartphone market. (Image: Shutterstock / Wongsakorn 2468)
Disclaimer: No recommendation for investments
This article does not constitute financial or investment advice. The information contained herein is for journalistic and informational purposes only. Please conduct your own research or consult a financial advisor before making any investment decisions.
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