TITLE: iPhone 17 Demand Exceeds Expectations, Air Model Lags
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Strong Early Demand for iPhone 17 Series
Nearly two weeks after the iPhone 17 lineup launched, Morgan Stanley analysts report that consumer interest has been modestly stronger than originally anticipated. This assessment comes from tracking extended shipping times on Apple’s online store and gathering intelligence from the company’s supply chain partners.
Mixed Performance Across Models
While the iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max have all seen robust initial demand, one model stands out for weaker performance. The ultra-thin iPhone Air has demonstrated relative weakness in early sales compared to its counterparts.
Production Increases Likely
According to Morgan Stanley analyst Erik Woodring, supply chain checks indicate an imminent build increase for the iPhone 17 series. Current projections suggest Apple’s manufacturing partners could boost production from 84-86 million units to over 90 million units in the second half of 2025.
Stock Performance and Future Outlook
Morgan Stanley has raised its Apple price target to $298, though analysts note the current stock price around $256 already reflects strong iPhone 17 demand. For sustained near-term outperformance, they believe even stronger results would be necessary.
The investment firm remains particularly optimistic about iPhone shipments in 2026 and 2027, citing expectations for Apple’s first foldable iPhone model scheduled for September next year. As one analyst noted, “iPhones are getting old and Apple’s biggest innovation in years less than 12 months away” – referencing the long-anticipated foldable device that could revitalize the product line.
This analysis originally appeared in detailed market coverage that examined these emerging trends in depth.
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