Apple reportedly cuts iPhone 18 Pro component orders by up to 15% on weak demand
Key points
- Nikkei Asia reports Apple told select suppliers to cut component production for the iPhone 18 Pro and iPhone 18 Pro Max.
- October component orders were reportedly reduced by at least 15%.
- Higher memory costs and $100 price increases are said to have dampened consumer demand.
- One source told Nikkei Asia that Apple has ordered components more conservatively since early September.
- Apple shares fell more than 2.5% in early trading after the report.
- Samsung is also reported to be cutting smartphone production, days earlier, as rising memory prices slow demand.
This is a supply-chain report, not an Apple announcement. It traces to Nikkei Asia, which cites unnamed sources. The other outlets are repeating or summarizing that one report, and Apple has not confirmed any production change.
The reports conflict with another recent account from China. GSMArena notes that report claimed the iPhone 18 Pro models outperformed their predecessors there. GSMArena also says demand overall is weaker than for last year’s models. AppleInsider is skeptical of the pattern, pointing to similar order-cut stories in 2022, 2024 and 2025 that did not always hold up.
The coverage ties the cut to rising memory chip prices, which have pushed up phone prices across the industry. Samsung’s reported cut came just days before this one. None of the coverage says what happens next, or whether the cut will last beyond October.
Sources
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