Morgan Stanley analysts say Apple will raise iPhone 17 production from about 85M to over 90M units, mainly boosting the Pro and Pro Max due to higher-than-expected demand, while the iPhone Air lags. Strong interest is coming from owners of older iPhones, with forecasts of 243M iPhones sold in 2026 — potentially up to 270M if the iPhone Fold and Apple Intelligence drive demand.
Source: GSMArena
