Apple: JPM says delivery lead times for iPhone 18 line down from last year

JPMorgan analysts led by Samik Chatterjee have reported that delivery lead times for Apple's iPhone 18 Pro and Pro Max models are lower than last year's iPhone 17 launch. This suggests that some consumers may be delaying their purchases in anticipation of the company's new foldable device, called Duo. In week one of pre-orders, the global average delivery-at-home time for the iPhone 18 Pro and Pro Max was 7 and 19 days, respectively, compared to 15 and 24 days for the iPhone 17 Pro and Pro Max a year earlier.

The analysts noted that the shortfall is more notable in the Pro SKU than the Pro Max SKU, particularly in the U.S., where lead times for the 18 Pro and Pro Max were 2 and 22 days, compared to 4 and 21 days a year ago. China showed the largest year-over-year shift, with lead times for the 18 Pro and Pro Max at 13 and 21 days, compared to 30 days each for both iPhone 17 models last year.

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