Apple’s delivery time estimates for the entire iPhone 13 lineup are still high, but the delivery time of the iPhone 13 Pro has narrowed slightly in the seventh week of its launch. JPMorgan Chase analyst Samik Chatterjee wrote in a note to investors that the delivery time of the mid-range iPhone 13 model stabilized in the seventh week after listing. The delivery time of iPhone 13 Pro models, that is, the time it takes for consumers to receive orders, has decreased.
The average delivery time of several regions shows that the delivery time of iPhone 13 mini and iPhone 13 is stable at 12 days and 13 days respectively. The delivery time of iPhone 13 Pro and iPhone 13 Pro Max eased to 32 days, down from 37 days in the sixth week. But compared with the iPhone 12 series, the delivery time is still significantly higher.
In the United States, which accounts for about 35% of iPhone shipments, the delivery period of iPhone 13 mini and iPhone 13 is estimated to be stable at 11 days, while the two Pro models are postponed to 28 days. These two mid-range devices can be quickly mentioned in retail outlets, while the two Pro models cannot.
The Chinese market accounts for 15% of iPhone shipments, and delivery times for all models have been extended. The lead times for iPhone 13 mini and iPhone 13 are 15 days and 19 days, respectively, which are longer than the 10 days and 14 days of the previous week. The estimated delivery dates for iPhone 13 Pro and iPhone 13 Pro Max have been extended to 45 days and 45 days from 40 days in the previous week.
In contrast, the estimated delivery dates for all four models in the UK and Germany have also been extended. In the UK, the delivery time of iPhone 13 mini and iPhone 13 slowed to 11 days, while the delivery time of iPhone 13 Pro and iPhone 13 Pro Max slowed to 25 days. In Germany, the delivery times of iPhone 13 mini, iPhone 13, iPhone 13 Pro and iPhone 13 Pro Max are 11 days, 11 days, 28 days and 30 days respectively.
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Although the delivery time is not an accurate indication of demand. But together they paint a picture of a balance between supply and demand. Although iPhone 13 sales seem to be strong, continued shipping restrictions may be the main factor leading to the extended delivery period, which may increase confidence in Apple ‘s “very steady” year-on-year growth expectations in the December quarter.