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Received — 24 October 2025 MacRumors: Mac News and Rumors - All Stories

The MacRumors Show: iPhone Air Is in Trouble

On this week's episode of The MacRumors Show, we discuss the latest rumors about the iPhone Air not selling as well as Apple hoped.


There have been many recent reports suggesting the ‌iPhone Air‌ has failed to catch on with consumers, with Apple moving to cut production due to lower-than-expected sales. The first warning sign was the ready availability of the ‌iPhone Air‌ at launch, suggesting lower than expected demand.

Last week, Japan's Mizuho Securities said that Apple would reduce iPhone Air production by at least one million units because of underwhelming sales performance. Nikkei then reported that Apple planned to cut production significantly almost to "end-of-production levels."

KeyBanc Capital Markets said that there is "virtually no demand" for the ‌iPhone Air‌ and that Apple would "drastically" cut production as a result. Apple analyst Ming-Chi Kuo then clarified that suppliers have been asked to reduce capacity by more than 80% between now and the first quarter of 2026, and some components with longer lead times will be discontinued by the end of 2025.

Samsung is apparently seeing a similar response to its super thin ‌iPhone Air‌ rival, the Galaxy S25 Edge. Reports indicate that Samsung canceled a next-generation model after disappointing sales.

According to Kuo, the ‌iPhone Air‌'s poor performance suggests that the iPhone 17 and 17 Pro models already "cover the majority of high-end user demand," so there is little room for new market segments. All of the other new iPhones are all believed to be selling better than expected, with Apple increasing production of these models.

Apple apparently planned three more ‌iPhone Air‌ generations, but that could now change in light of real-world sales data. We could get yet another new iPhone form factor as soon as 2026, with rumors suggesting that Apple will debut a foldable model alongside the iPhone 18 lineup. The MacRumors Show has its own YouTube channel, so make sure you're subscribed to keep up with new episodes and clips.



You can also listen to ‌The MacRumors Show‌ on Apple Podcasts, Spotify, Overcast, or your preferred podcasts app. You can also copy our RSS feed directly into your podcast player.



If you haven't already listened to the previous episode of The MacRumors Show, catch up to hear our discussion about Apple's all-new M5 chip and the three updated devices it announced containing it last week.

Subscribe to ‌The MacRumors Show‌ for new episodes every week, where we discuss some of the topical news breaking here on MacRumors, often joined by interesting guests such as Kayci Lacob, Kevin Nether, John Gruber, Mark Gurman, Jon Prosser, Luke Miani, Matthew Cassinelli, Brian Tong, Quinn Nelson, Jared Nelson, Eli Hodapp, Mike Bell, Sara Dietschy, iJustine, Jon Rettinger, Andru Edwards, Arnold Kim, Ben Sullins, Marcus Kane, Christopher Lawley, Frank McShan, David Lewis, Tyler Stalman, Sam Kohl, Federico Viticci, Thomas Frank, Jonathan Morrison, Ross Young, Ian Zelbo, and Rene Ritchie.

‌The MacRumors Show‌ is on X @MacRumorsShow, so be sure to give us a follow to keep up with the podcast. You can also head over to The MacRumors Show forum thread to engage with us directly. Remember to rate and review the podcast, and let us know what subjects and guests you would like to see in the future.
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Apple Starts Shipping Made-in-America AI Servers Early

Apple has begun shipping American-made artificial intelligence servers from a newly built factory in Houston, beating its 2026 target.


The servers designed for Apple's Private Cloud Compute system have started shipping from the 250,000-square-foot Houston site months earlier than planned. Apple Chief Operating Officer Sabih Khan confirmed the acceleration in a statement provided to Fox Business:

We are thrilled to be shipping American-made advanced servers from our Houston facility. As part of our $600 billion commitment to the United States, these servers will be installed in our data centers and play a key role in powering Apple Intelligence with Private Cloud Compute. Our teams have done an incredible job accelerating work to get the new Houston factory up and running ahead of schedule, and we plan to continue expanding the facility to increase production next year.


Private Cloud Compute is the architecture Apple uses to offload certain Apple Intelligence computations from devices to the cloud, while preserving the on-device privacy model that Apple says is core to its AI system. Apple CEO Tim Cook also posted on X about the news:

Apple’s American-made advanced servers are now shipping from our new Houston facility to Apple data centers!

These servers will help power Private Cloud Compute and Apple Intelligence, as part of our $600 billion US commitment. pic.twitter.com/maOd3lCGfK

— Tim Cook (@tim_cook) October 23, 2025


Apple is reportedly partnering with local contractors and recruiting from Houston City College to staff the facility. The Houston facility is part of a $600 billion U.S. investment commitment Apple made earlier this year, which includes capital for domestic manufacturing, silicon engineering, R&D, and workforce training initiatives.
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Apple and Epic Return to Court as Judges Question Prior Rulings

Apple returned to court this week to argue that a federal judge exceeded their authority when they held the company in contempt and barred it from collecting any commission on external in-app transactions, Bloomberg reports.


Apple told the appeals court that a U.S. District Judge went further than their 2021 order allowed when they banned Apple from taking any commission on purchases made outside apps. Apple said the order only required it to allow links to outside payments, not to stop collecting fees entirely.

Apple argued that if the judge disagreed with its approach, they should have clarified the order instead of punishing the company for contempt. It told the judges that the contempt ruling was "punitive" and that Apple is entitled to "some compensation" when developers use its platform and ecosystem.

Epic told the court that Apple knowingly violated the order instead of asking for clarification. The company said Apple only started claiming it should be paid for external purchases after it was caught violating the injunction.

The case arises from Epic's 2020 decision to add an external payment link to Fortnite, which led to its removal from the App Store. In response to the 2021 order allowing alternative payments, Apple created a new 27% fee on external transactions. Epic argued this violated the spirit of the order. A judge later agreed and held Apple in contempt, banning any commission on external payments. Apple is now asking the Ninth Circuit to overturn that contempt ruling.
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