According to Morgan Stanley, Apple iPhone 16 overall lead (shipping) times remain down year over year, but they recently increased for the iPhone 16 Pro and flagship iPhone 16 Pro Max, as the first vapors of Apple Intelligence are expected to condense on October 28th. Brandon Evans for Seeking Alpha:
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 are currently about 1/5th of the way to being sustainable with Substack subscriptions. Not a bad start, but we’re kind of stuck at 1/5th currently. 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! You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription. |
Tuesday, October 15, 2024
Apple iPhone 16 Pro lead times up – Morgan Stanley
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