In a move that reveals the early success of its latest phones, Apple CEO Tim Cook announced that demand for IPhone 17 It exceeded the company's expectations from the very first days of its market launch. Although Apple hasn't yet released official figures, Cook's statements during the recent call with investors clearly reflect this reality: users have embraced the new series with unprecedented enthusiasm, leading to supply shortages for some models. This surprising demand will be explored in this article, where we'll examine the most popular models and whether Apple has truly overcome the challenges of recent years to reassert its dominance in the smartphone market.
Demand exceeds expectations and supplies are limited
During the call with investors, Cook explained that the iPhone 17 series is still facing challenges in meeting demand, which he considered a positive indicator of the success of the company's new phones. This statement aligns with recent reports indicating a significant increase in manufacturing orders from suppliers, reflecting strong early demand for the new devices, particularly the standard iPhone 17 and iPhone 17 Pro.
iPhone Air sales decline
Despite increased sales of some iPhone 17 models, iPhone Air It failed to garner user attention, suggesting the company might be reconsidering its strategy for this model. According to internal sources, iPhone Air production has been reduced, with a focus on increasing production of models like the iPhone 17 and 17 Pro. The iPhone Air's poor performance appears to be offset by the clear superiority of the higher-end models, which have received positive feedback from both users and reviewers.
iPhone 17 series sales
When Tim Cook was asked to break down the performance of each iPhone 17 model individually, he said he would dodge the question. He also explained that Apple doesn't release sales figures by model. But between the lines, Cook implied that the company is currently focusing on the base and Pro models. This strongly suggests that demand is high for both the base and Pro versions, while the Air model is performing poorly.
iPhone 16 sales
Interestingly, Cook also noted that Apple still experienced a shortage of iPhone 16 units in the last quarter, indicating that demand for the previous series remained strong even with the launch of the iPhone 17. Cook stated, "We could have sold more iPhone 16 units if we had had more stock," reflecting the brand's continued momentum in the smartphone market.
Strong financial results
It's worth noting that Apple ended its fourth fiscal quarter on September 27, 2025, a quarter that included only the initial days of the iPhone 17's availability. Despite this, the company reported revenue of $102.47 billion, an 8% increase compared to the same period last year. This suggests that the new generation of its smartphones is already driving the company's financial growth.
Finally, Tim Cook's statements confirm that the iPhone 17 marks the beginning of a new chapter in Apple's success, with sales exceeding the company's expectations and putting pressure on supply lines from the very first days of its launch. However, the iPhone Air doesn't seem to have achieved the same momentum, which may prompt Apple to reassess its place in its future device lineup. With these early indicators, Apple appears poised for another strong quarter, driven by a resurgence in demand for its flagship phones.
Will we soon see a return to balance between iPhone models in terms of sales, or will users continue to choose only the higher-end models? Let us know your opinion in the comments!
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