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[TECHNOLOGY] · United States, China, Japan, Taiwan · 74 sources

started · updated

Part of situation: Apple iPhone 18 Pro and Duo launch face supply and hardware (216 clusters)

Apple reduces iPhone 18 Pro component orders amid rising costs

iPhone 18 Pro component orders memory chip shortage AI demand smartphone sales

Apple has reportedly requested suppliers to reduce component orders for the iPhone 18 Pro and Pro Max by 15% to 20% for October. This adjustment follows lower-than-expected consumer demand and rising manufacturing costs.

Key drivers for the production shift include a significant increase in the price of memory chips, such as DRAM and NAND Flash, fueled by the global demand for artificial intelligence infrastructure. These rising costs have forced Apple to increase the retail prices of its premium models by approximately $100 compared to the previous generation.

While some reports suggest softening demand due to these price hikes, market data from China shows strong performance for the Pro Max model, which has seen high activation rates. Additionally, Apple’s decision to delay the launch of standard iPhone 18 models until spring 2027 has concentrated initial interest on the Pro series and the new foldable iPhone Duo, potentially complicating short-term demand forecasting.

Entities

AT&T · Apple · China · Foxconn · Google · Nikkei Asia · Qualcomm · Reuters · Samsung · TSMC · iPhone 18 Pro · iPhone 18 Pro Max

Claims

What the coverage asserts, and how many sources carry each claim.

Sources

آيفون 18 برو ماكس: نقاط تستحق التفكير قبل اتخاذ قرار الشراء | وكالة خبر للأنباء [ns1.khabaragency.net]
Mobile : Les ventes de l’iPhone 18 Pro Max montre que la hausse des prix peut fonctionner [digitalmag.ci]
Apple, Zayıf Talep Nedeniyle iPhone 18 Pro Bileşen Siparişlerini Azalttı [dijitaliyidir.com]
Nové iPhony lidé nekupují, vadí jim vysoká cena. Apple už objednává méně součástek [byznys.hn.cz]
Apple aurait déjà pu demander une réduction des unités fabriquées de l'iPhone 18 Pro - Génération iPhone [www.generationiphone.fr]
Apple recortaría pedidos del iPhone 18 Pro y sus acciones caen en bolsa [eltabloide.com.co]
Ninguém quer o iPhone 18 Pro? Apple abranda a produção deste smartphone [pplware.sapo.pt]
蘋果iPhone 18 Pro砍單卻熱賣？揭密供應鏈與百萬銷量三大真相 - 瘋先生 [mrmad.com.tw]
RaillyNews - Apple’s iPhone 18 Pro Manufacturing Orders Decreased by 15% [raillynews.com]
Apple Disebut Pangkas Pesanan Komponen iPhone 18 Pro, Ini Alasannya [www.liputan6.com]
A20 Pro 跑分壓過 M4！iPhone 18 Pro系列殺入前四，2nm 製程＋RAM 頻寬提升 50% [qooah.com]
曝iPhone 18标准版备货预期下调 销量向高端机型倾斜 [phone.cnmo.com]
Opravdu potřebujete iPhone Pro? Plynulý displej už nestojí devět tisíc navíc [smartmania.cz]
Gli iPhone 18 Pro non convincono: Apple avrebbe ridotto gli ordini ai fornitori [www.hwupgrade.it]
Apple Inc. $AAPL Shares Newly Acquired by Schulz Wealth LTD. [www.marketbeat.com]
Apple seškrtal objednávky dílů pro iPhone 18 Pro. Nikkei mluví o 15 procentech [superapple.cz]
Apple iPhone 18 Pro Max [www.movilzona.es]
Apple kürzt iPhone 18 Pro Produktion um bis zu 20% [www.schmidtisblog.de]
苹果被曝削减iPhone 18 Pro零部件订单，供应链回应 ”总量未变”_天极网 [yesky.com]
iPhone 18 Pro: recortes de producción y acogida fría [www.soydemac.com]
Delta senkt Prognose, Humana profitiert von Medicare und Apple bremst Bestellungen [www.it-boltwise.de]
Bericht: Apple reduziert Nachbestellungen für das iPhone 18 Pro | heise online [lomazoma.com]
Tesla-Aktie steigt: Q3-Auslieferungen schlagen Prognosen [anlegerplus.de]
Apple Cuts iPhone 18 Pro Orders 15% as AI Chip Shortage Hits Smartphone Demand [coinpaper.com]
Apple má problém. O iPhone 18 Pro není takový zájem, jak se čekalo [www.letemsvetemapplem.eu]
Apple Reportedly Cuts iPhone 18 Pro Orders as Demand Softens - Innovation Village | Technology, Product Reviews, Business [innovation-village.com]
Apple Reportedly Cuts iPhone 18 Pro Production as Demand Softens [www.breezyscroll.com]
Apple se lleva un golpe con el iPhone 18 Pro: recorta pedidos hasta un 20% [www.negocios.com]
Apple-Aktie: Ist das ein Schuss vor den Bug? [www.sharedeals.de]
iPhone 18 Pro Siparişleri Kesildi mi? [shiftdelete.net]
Apple Dikabarkan Pangkas Pesanan Komponen iPhone 18 Pro hingga 15%, Ada Apa? [www.medcom.id]
Apple được cho là cắt ít nhất 15% đơn linh kiện iPhone 18 Pro trong tháng 10 vì nhu cầu yếu [tinhte.vn]
iPhone Duo ab 16. Oktober: Faltmodell kostet rund 2. 300 Euro [www.ad-hoc-news.de]
Nikkei Asia: Apple adopts cautious shipping for iPhone 18 Pro [www.world-today-news.com]
iPhone 18 Pro Max, anàlisi: [www.elnacional.cat]
Scumpirile frânează cererea pentru iPhone 18 Pro: Apple ar reduce comenzile de componente cu cel puțin 15% [www.mobilissimo.ro]
Fastweb: iPhone 18 Pro e Pro Max anche in negozio per nuovi clienti, ecco i prezzi a rate [www.mondomobileweb.it]
Apple recorta pedidos de componentes del iPhone 18 Pro y Pro Max por demanda débil [pisapapeles.net]
Apple iPhone 18 Pro vs. iPhone Duo: Don't Buy Apple's Foldable Until You Read This [au.pcmag.com]
iPhone 18 Pro Max is pas nét uit maar is nu al flink goedkoper: dit betaal je [www.iphoned.nl]
Apple verlaagt mogelijk productie van iPhone 18 Pro door tegenvallende vraag [www.bright.nl]
Zam iPhone 18 Pro'yu Vurdu: Apple Ekim Siparişlerini Yüzde 20'ye Kadar Azalttı [www.tamindir.com]
iPhone 18 Pro, frenata a sorpresa: Apple costretta a tagliare la produzione [www.libero.it]
Nikad skuplji telefoni, a sve manja potražnja: Apple smanjuje narudžbine za čak 20% [vesti-online.com]
iPhone Duoの増産を指示〜iPhone18 Proを減産も総数に変化なし？ [iphone-mania.jp]
消息称苹果 iPhone Duo 折叠屏手机加单 30%，iPhone 18 Pro 系列总订单量未变 - IT之家 [www.ithome.com]
Apple cuts iPhone 18 Pro orders due to soft demand, Nikkei Asia reports [www.newswire.lk]
Tăng giá thêm 100 USD làm nhu cầu yếu, Apple cắt giảm đơn hàng linh kiện iPhone 18 Pro? [cafef.vn]
Apple recorta pedidos del iPhone 18 Pro por la débil demanda [www.actualidadiphone.com]
早报｜供应链回应iPhone 18 Pro砍单传闻/小米、华为手机同日调价/山姆拟限制亲友卡换绑 | 爱范儿 [www.ifanr.com]
Apple Stores Will Add Your Name to iPhone Duo's Startup Screen [www.macrumors.com]
「iPhone 18 Pro」の需要鈍化で部品発注を15%以上削減か - ネタフル [netaful.jp]
Apple Cuts iPhone 18 Pro Component Orders Amid Weak Demand, Reports Say [time.news]
iPhone 18 Pro Pre-Order Freebies: PhP22,000 at BTB, DW [www.gadgetpilipinas.net]
eufyCam C37 Edición 4K, una cámara solar con giro, inclinación y seguimiento por IA [okdiario.com]
L'action d'Apple (AAPL) baisse après les ventes mitigées d'iPhone 18 Pro [iphoneaddict.fr]
iPhone 18 Pro: Apple kürzt Bestellungen um 15 Prozent [www.blogspan.net]
iPhone 18 Pro : Apple réduit ses commandes de composants [www.blog-nouvelles-technologies.fr]
Apple iPhone 18 Pro Max (1TB): Full Specifications, Features, Expected Price and Details [flare.pk]
Apple pangkas pesanan komponen iPhone 18 Pro imbas lemahnya permintaan [www.antaranews.com]
Apple iPhone 18 Pro order cuts: Nikkei claim meets contrary China data [www.financial-news.co.uk]
Apple reduce drastic comenzile de componente iPhone 18 Pro, anticipând vânzări în scădere [zonait.ro]
iPhone 18 Pro'da Can Sıkan Hata: Kullanıcılar Değişim İstiyor, Apple İse. . . [www.webtekno.com]
Recorta Apple pedidos del iPhone 18 Pro por escasa demanda [eldiariodechihuahua.mx]
iPhone 18 Pro Max Sales Hint Price Rises Can Work [www.gizchina.com]
Raportti: iPhone 18 Pro -puhelinten kauppa ei käy odotetulla tavalla – Apple vähensi komponenttitilauksia 15-20 prosenttia [mobiili.fi]
Apple cuts iPhone 18 Pro orders due to soft demand, Nikkei Asia reports | International [www.devdiscourse.com]
Apple cuts iPhone 18 Pro orders over weak sales: report [www.livenowfox.com]
Apple iPhone 18 Pro vs. iPhone Duo: Don't Buy Apple's Foldable Until You Read This [uk.pcmag.com]
100달러 비싸진 아이폰18프로, 수요부진 논쟁 붙었다 [zdnet.co.kr]
Apple Reportedly Reduces iPhone 18 Pro Component Orders for October [www.iclarified.com]
Qu'est-il arrivé à l’iPhone 18 Pro ? Une inquiétante rumeur déclenche une baisse de l’action en Bourse [www.presse-citron.net]
iPhone 18 Pro : Apple aurait déjà réduit ses commandes de 20 %, les prix commencent-ils à peser ? [www.clubic.com]
iPhone 18 floppt? Apple kürzt Bestellungen deutlich [www.finanznachrichten.de]