- Average delivery times for the iPhone 18 Pro rose to 23 days in week two from seven days in week one, while the iPhone 18 Pro Max rose to 30 days from 19, according to a JPMorgan note published Sunday.
- US delivery estimates for the iPhone 18 Pro climbed to 21 days from two, and the Pro Max to 28 days from 22; Germany reached 22 days for the Pro and 29 days for the Pro Max, versus five and 16 a week earlier.
- China waiting periods rose to 27 days for the Pro and 33 days for the Pro Max from 13 and 21, but stayed below the 30 and 37 days logged for the iPhone 17 models; JPMorgan noted the Pro Max was unavailable for in-store collection in China.
- JPMorgan called third-week moderation in delivery times the key data point and said supply chain feedback on production plans, generally expected in November, would be the most decisive signal of demand.
- Apple introduced the iPhone 18 Pro series in September alongside its first foldable, the Duo, which opens for pre-order on 16 October; JPMorgan said some buyers are delaying purchases for the foldable.
Quotes
“While this implies that the current pace of demand over the past few days for the Pro lineup exceeds that of the previous year's cycle, with the iPhone Duo not open for pre-orders until October 16, the key data to watch will be the extent of the moderation of delivery times in the third week”
“most decisive signal of demand.”