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Apple Reportedly Delays Next iPhone Air Launch Amid Weak Sales

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Apple has reportedly decided to delay the next version of its iPhone Air until after fall 2026, according to a report from The Information, citing sources familiar with the matter.

The move comes just a year after Apple introduced the iPhone Air (2025), a thinner and lighter addition to its flagship lineup designed to appeal to consumers seeking a sleek, minimalist form factor. However, analysts say demand for the model has been weaker than expected, raising concerns about the market appetite for design-focused variants that make performance trade-offs.

While praised for its elegant design, the iPhone Air’s smaller battery and pared-down camera system were viewed by some consumers as compromises compared to the iPhone Pro and Pro Max models.

Apple has not commented on the report, and Reuters said it could not independently verify the delay.

In October, Apple announced that the iPhone Air would be available for pre-order in China, following regulatory approval for eSIM-only connectivity, meaning the model is sold without a physical SIM tray.

The delay signals that Apple may be reassessing its strategy for the Air model as global smartphone demand remains under pressure and competition intensifies in China and other key markets.

FCC Investigates Chinese Tech and Telecom Firms for Potential Evasion of US Restrictions

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The Federal Communications Commission (FCC) has launched an investigation into nine Chinese companies, including Huawei Technologies, ZTE, Hangzhou Hikvision, China Mobile, China Telecom, and others, to determine whether they are attempting to circumvent U.S. restrictions. These companies are currently listed on the FCC’s “Covered List,” which designates certain communications equipment and services as national security threats.

FCC Chair Brendan Carr stated that the companies may still be operating in the U.S. due to their belief that the FCC’s restrictions do not prohibit certain types of operations. Other companies under scrutiny include Hytera Communications, Dahua Technology, Pacifica Networks/ComNet, and China Unicom (Americas). This investigation is the latest move in a broader U.S. effort to combat perceived national security risks posed by Chinese telecom and technology firms.

The FCC has already barred these companies from providing telecommunications services in the U.S. due to national security concerns. However, Carr expressed concerns that some of the firms may be continuing business in America through private or “unregulated” channels. The FCC is investigating whether these companies are evading the restrictions and is taking steps to close any potential loopholes.

The agency has sent Letters of Inquiry and at least one subpoena to the companies, seeking detailed information about their ongoing activities in the U.S. and any potential assistance from other companies aiding their operations. Last year, the FCC also took steps to enhance the security of the Border Gateway Protocol (BGP) after U.S. agencies accused China Telecom of exploiting BGP vulnerabilities to misroute U.S. internet traffic.

US Lawmakers Demand Chinese Telecoms Detail Ties to Military and Government

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The leaders of a U.S. House of Representatives panel have urged top Chinese telecom companies to provide detailed information about any connections to the Chinese military and government, citing national security concerns over their operations in the U.S. Representatives Raja Krishnamoorthi, the top Democrat on the House Select Committee on China, and Republican John Moolenaar, the committee chair, have sent letters to China Mobile, China Telecom, and China Unicom, requesting responses by March 31.

The lawmakers expressed concerns that the companies could misuse their access to U.S. data through cloud and internet services, potentially sharing sensitive information with the Chinese government. This follows a 2024 Reuters report revealing a U.S. Commerce Department investigation into these companies’ operations in the U.S. and the potential security risks they pose.

In one letter, the committee raised alarms about China Telecom’s operations, particularly its role in internet backbone exchanges and cloud computing. The lawmakers warned that such operations could facilitate unauthorized data access, espionage, or sabotage by the Chinese government. They also highlighted the companies’ documented connections to Chinese intelligence, intensifying national security concerns amid China’s increasing cyber-attacks on U.S. telecommunications infrastructure.

The letters reflect growing bipartisan concern over Chinese telecom firms’ U.S. presence, especially after significant cyber-attacks tied to Chinese state-backed groups. Two prominent cyber incidents—Salt Typhoon and Volt Typhoon—have been linked to Chinese government entities, with the latter described by the FBI as the largest cyber-espionage campaign in U.S. history. Beijing has denied any involvement in these attacks.

China Telecom, China Mobile, and China Unicom have long been under scrutiny in Washington. The Federal Communications Commission (FCC) denied China Mobile’s application to offer U.S. telecom services in 2019 and revoked China Telecom and China Unicom’s authorizations in 2021 and 2022. In 2024, the FCC moved to bar these companies from offering broadband services, but the decision was blocked by a court. Despite these regulatory actions, the companies still retain the ability to provide cloud services and handle U.S. internet traffic, thus maintaining access to Americans’ data.