Apple cuts iPhone 18 Pro orders amid soft demand, report says

Apple has reportedly reduced component orders for the iPhone 18 Pro and iPhone 18 Pro Max because of softer demand. The changes affect some suppliers, according to sources in the company’s supply chain cited by Nikkei Asia.

Two sources said October orders were cut by at least 15% from Apple’s original requests. One executive-level supplier source estimated reductions of 15% to 20% for the premium models.

Price increases and demand

Apple raised prices for the iPhone 18 Pro and Pro Max by $100 compared with their predecessors. Nikkei Asia reported that the increases may have weakened demand, although lower unit sales would not necessarily reduce Apple’s revenue immediately.

Another supply-chain manager said demand was weaker than in previous years, when all new models launched together. The base iPhone 18 is expected to arrive only next spring, but the source said that timing alone did not explain the decline.

The reductions will affect some suppliers in October because production lead times differ between companies. It is not known whether Apple will make further order changes from November onward.

One source also predicted a similar fate for the iPhone Duo after its release, but that remains an expectation rather than a confirmed Apple decision.

Apple is scheduled to report its fiscal fourth-quarter results on November 6, 2026. The report will cover the first several weeks of demand for the iPhone 18 Pro and Pro Max.