--- title: "Cook avoids the issue of iPhone Air production cuts, implying that the model has not met Apple's expectations" description: "During the conference call for the fourth fiscal quarter of fiscal year 2025, Apple CEO Tim Cook avoided questions about the production cut of the iPhone Air, stating that the company does not disclos" type: "news" locale: "en" url: "https://longbridge.com/en/news/263619969.md" published_at: "2025-10-30T23:38:21.000Z" --- # Cook avoids the issue of iPhone Air production cuts, implying that the model has not met Apple's expectations > During the conference call for the fourth fiscal quarter of fiscal year 2025, Apple CEO Tim Cook avoided questions about the production cut of the iPhone Air, stating that the company does not disclose sales figures for individual models. Despite reports that the production capacity of the iPhone Air will be reduced by more than 80%, TD Cowen maintained its production forecast. Cook's attitude reflects Apple's strategy of focusing on overall performance rather than individual products Tech media Appleinsider published a blog today, reporting that during the Q4 fiscal year 2025 conference call, Apple CEO Tim Cook avoided analysts' direct questions regarding the sales of the iPhone Air. During the call, an analyst inquired about the recent online reports of "iPhone Air production cuts," to which Cook only responded by saying, "the company does not disclose sales figures for individual models." According to previous reports, there are currently conflicting industry messages regarding the iPhone Air production cuts. On one hand, sources such as Ming-Chi Kuo have revealed that Apple has begun to reduce iPhone Air production capacity, with supply chain capacity expected to decrease by over 80% by Q1 2026. On the other hand, the American multinational investment bank and financial services firm TD Cowen refuted this claim, insisting that its production forecasts for the third and fourth quarters of 2025 remain unchanged. Cook's silence reflects Apple's core strategy in recent years: to enhance overall profit margins through high-end hardware and services. Apple stopped disclosing specific sales figures for the iPhone several years ago, and its strategy has always focused on overall performance rather than highlighting individual products, forcing analysts to piece together the full picture through supply chain news, market research, and sporadic leaks ### Related Stocks - [AAPL.US - Apple](https://longbridge.com/en/quote/AAPL.US.md) - [AAPB.US - GraniteShares 2x Long AAPL Daily ETF](https://longbridge.com/en/quote/AAPB.US.md) - [AAPD.US - Direxion Daily AAPL Bear 1x Shares](https://longbridge.com/en/quote/AAPD.US.md) - [AAPU.US - Direxion Daily AAPL Bull 2X Shares](https://longbridge.com/en/quote/AAPU.US.md) - [AAPX.US - T-Rex 2X Long Apple Daily Target ETF](https://longbridge.com/en/quote/AAPX.US.md) - [AAPY.US - Kurv Yield Premium Strategy Apple Aapl ETF](https://longbridge.com/en/quote/AAPY.US.md) - [APLY.US - YieldMax AAPL Option Income Strategy ETF](https://longbridge.com/en/quote/APLY.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | “硬件防御” 对冲 AI 焦虑,苹果与纳指相关性创 20 年新低 | AI 浪潮下,苹果因未深度卷入军备竞赛,与纳指相关性创 20 年新低,成为科技股动荡中的 “避风港”。在 AI 投资回报存疑及软件业面临颠覆的焦虑中,苹果凭借不易受冲击的硬件生态逆势突围。尽管存在估值偏高及增长放缓压力,其独特的 “AI 中 | [Link](https://longbridge.com/en/news/276301841.md) | | 苹果加速研发 AI 眼镜、挂饰及摄像头版 AirPods | 作为向人工智能驱动硬件转型的一部分,苹果公司正加速开发三款新型可穿戴设备,包括智能眼镜、一款挂饰设备以及具备扩展 AI 功能的 AirPods。这些设备将围绕 Siri 数字助理构建,并依靠具备不同功能的摄像头系统,根据视觉语境执行操作。苹 | [Link](https://longbridge.com/en/news/276167877.md) | | 苹果员工证实:iPhone 16e 库存已” 干涸”,17e 发布进入倒计时 | 苹果零售员工反馈 iPhone 16e 库存已基本枯竭,iPad Air 同样面临供货紧张。这一现象通常意味着苹果正在为新品上市腾出渠道空间,预计 iPhone 17e 和 M4 版 iPad Air 将在未来数周内亮相。 | [Link](https://longbridge.com/en/news/275765809.md) | | 机构 “最超配” 闪迪,“最低配” 英伟达 | 据摩根士丹利最新的统计:“机构对美国大型科技股的低配程度是 17 年来最大的” 相比 2025 年 Q4 的标普 500 指数权重,“$NVDA 仍然是机构低配程度最大的大型科技股,其次是苹果、微软、亚马逊和博通,而存储巨头闪迪则是 “最超 | [Link](https://longbridge.com/en/news/276289765.md) | | Rossmore Private Capital 提升了其在苹果公司 $AAPL 的头寸 | Rossmore Private Capital 在第三季度将其在苹果公司(NASDAQ:AAPL)的持股增加了 1.1%,目前持有 204,242 股,市值为 5200 万美元。其他对冲基金也增加了他们的持股,Sellwood Inves | [Link](https://longbridge.com/en/news/276436349.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.