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.

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	Forwarded this email? Subscribe here for more Apple iPhone 16 Pro lead times up – Morgan Stanley MacDailyNews Oct 15   READ IN APP   iPhone 16 Pro comes in four stunning finishes: black titanium, natural titanium, white titanium, and desert titanium. 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: ‎ Overall, lead times for the iPhone 16 base, Plus, Pro and Pro Max models are all lower compared to the iPhone 15 one month after launch. The average lead time for all models of the iPhone 15 at this point in the cycle was 20.9 days. The average lead time for all iPhone 16 models is currently 13.25 days, according to data by Morgan Stanley. However, demand appears to be strengthening for the iPhone 16 Pro and Pro Max models as lead times have increased by two days recently to 20.5 and 27.5 days, respectively. This still remains less than last year’s lead times of 34.8 days and 27.5 days, respectively. The first phase of Apple Intelligence is expected to arrive on Oct. 28 when Apple releases the iOS 18.1 update to U.S. users. The update will include new writing tools, a new Siri interface, text and email summarizations, a “clean up” feature in Photos, audio transcriptions and Safari improvements.  ‎ MacDailyNews Take: Regardless of how “lead times” are being interpreted, as we wrote on September 17, 2024: 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. Upgrade to paid Thank you! You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2024 MacDailyNews 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe