Morgan Stanley analysts have reported that lead times for Apple’s iPhone 16 Pro and Pro Max models are showing signs of stabilization and even extension. This development changes the narrative, as these models typically have shorter lead times compared to previous iPhone cycles. As of September 27th, the iPhone 16 Pro/Pro Max lead times remain relatively short but have shown a positive trend.
You cannot measure demand based on shipping times without knowing how much supply Apple has in hand (also vs. the previous year compare with iPhone 15 Pro supplies being constrained due to camera component yields) and where and how those supplies are allocated in each geographic area. We’ll take panicked dips that are wholly unsupported by solid data every single day of the week! We are currently about 1/5th of the way to being sustainable with Substack subscriptions. Not a bad start! Please tell your Apple-loving friends about MacDailyNews on Substack and, if you’re currently a free subscriber, please consider $5/mo. or $50/year to keep MacDailyNews going. Just hit the subscribe button. Thank you!
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Monday, September 30, 2024
Apple’s iPhone 16 shipping times are stabilizing and even extending – Morgan Stanley
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