Lead times for Apple’s iPhone 17 series are finally easing as supply catches up with demand, according to JPMorgan.

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	Forwarded this email? Subscribe here for more Lead times across Apple’s iPhone 17 series are finally moderating MacDailyNews Dec 23   READ IN APP   iPhone 17 Lead times for Apple’s iPhone 17 series are finally easing as supply catches up with demand, according to JPMorgan. Analyst Samik Chatterjee said in a note Tuesday that “lead times across the iPhone 17 series moderated by three days,” with average delivery times now around three days, matching levels seen during the same point in the iPhone 16 cycle last year. Sam Boughedda for Investing.com: ‎ Chatterjee highlighted that Apple typically reaches a “parity of demand and supply towards the end of the year,” and the iPhone 17 series appears to be following the same pattern. The higher year-on-year demand had initially pushed delivery times longer during the post-launch quarter, but the gap is now said to be narrowing. The analyst added that demand-supply parity suggests limited supply constraints heading into Apple’s second fiscal quarter of 2026. Strong sell-through for the iPhone 17 series is expected to continue supporting higher unit sales and revenue through the remainder of the product cycle, JPMorgan stated. ‎ MacDailyNews Take: Selling all you can make is a great “problem” to have! ‎ Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you! Support MacDailyNews at no extra cost to you by using this link to shop at Amazon. The post Lead times across Apple’s iPhone 17 series are finally moderating appeared first on MacDailyNews. You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2025 MacDailyNews 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe