TLDRs;
- Apple delays second-generation iPhone Air, launch possibly in spring 2027.
- Production cuts and niche demand highlight Air’s initial market struggles.
- Vapor chamber supply chain may face idle capacity and pricing pressure.
- iPhone 18 Pro and foldable devices remain on track for 2026.
Apple Inc. (AAPL) shares saw a mild dip on Monday, reflecting investor caution following reports of delays to the next iPhone Air model.
The stock opened slightly lower as analysts digested implications of the postponed launch and its potential impact on revenue for 2026.
Despite the softness, broader confidence in Apple’s upcoming iPhone 18 Pro and foldable models appears to have capped more severe declines.
iPhone Air 2 launch pushed back
Sources indicate that Apple has delayed its second-generation iPhone Air, originally anticipated in fall 2026, with the launch now possibly set for spring 2027.
The first iPhone Air, introduced in September 2025, targeted the ultra-thin smartphone niche, offering a lighter form factor compared to the standard models. However, production reductions followed shortly after the initial release, suggesting that market reception fell short of Apple’s internal expectations.
Apple is reportedly delaying the iPhone Air 2 indefinitely due to poor sales 🚨
The next iPhone Air was expected to launch in September 2026, however, that is no longer happening
Source: @theinformation pic.twitter.com/ozAZD7OZKw
— Apple Hub (@theapplehub) November 10, 2025
Plans for the upcoming model include a lighter build, a larger battery, and the addition of a vapor chamber, a liquid-based thermal management system currently featured in the iPhone 17 Pro series. Industry analysts suggest that the delay may allow Apple to refine these features, ensuring that the Air can justify its premium pricing before re-entering the market.
Niche demand and production signals
The first iPhone Air struggled to gain traction despite sellouts in China. While the base iPhone 17 nearly doubled the iPhone 16’s initial sales, the Air faced a price-to-spec challenge. Its thinner design and lighter features did not fully match consumer expectations for performance relative to cost.
Furthermore, the lack of a vapor chamber in the original model likely limited its thermal efficiency compared to Pro variants.
By delaying the release, Apple can implement a vapor chamber similar to the iPhone 17 Pro, enhance battery life, and test whether the Air can sustain a premium price point. These adjustments may be critical for gauging consumer willingness to embrace a high-end, ultra-thin device.
Vapor chamber supply chain concerns
The delay has implications beyond Apple’s product roadmap. Vapor chamber suppliers, including Asia Vital Components in Taiwan and Suzhou Tianmai in China, could face underutilized capacity in 2026.
These specialized components require precise sealing and advanced tooling, making idle capacity expensive. Procurement teams may leverage this situation to negotiate better pricing or explore alternative uses, such as AI server cooling.
Investors should monitor whether suppliers pivot to alternative markets or endure margin pressures due to slower iPhone Air demand. This scenario could influence both hardware costs and Apple’s supply chain dynamics for the coming year.
That said, while the iPhone Air faces delays, the iPhone 18 Pro and Apple’s foldable phone are reportedly still expected for a fall 2026 release. The standard iPhone 18 and 18E models could follow in spring 2027 alongside the Air, maintaining Apple’s overall product cadence while giving the company additional time to perfect the second-generation Air.
