After several weeks of shortage, the expected delivery date of Apple’s iPhone 13 series smartphones seems to have become relatively stable. Apple Insider quoted a report by JP Morgan Chase analyst Sam Chatterjee: Through continuous tracking of the arrival status of multiple market areas, it found that the delivery time of the iPhone 13/13 mini / Pro / Pro Max has generally become Relatively healthy and stable.
In which the iPhone 13/13 Mini expected delivery time is about 13/12 days, while the iPhone 13 Pro / Pro Max models an average of 32 days, consistent with the expected week ago. Even so, the market performance of the iPhone 13 has been relatively improved compared to the iPhone 12 series. In addition, the strong delivery time indicates the healthy demand of consumers for the iPhone 13 series smartphones.
Inferring from this, the signs of disruption in Apple’s supply chain are also quite limited. Taking the US market as an example, the overall delivery time of iPhone 13 is better than average, iPhone 13/13 mini is about 11 days, Pro / Pro Max model is 28 days. As for retail stores, the Apple Store in the US can provide same-day pick up services for non-Pro models, but Pro models are still temporarily unavailable.
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For comparison, the in-store pickup service in Germany is also similar to that in the US (Pro model delivery is expected to be reduced from 30 days to 28 days). However, it should be pointed out that the US domestic market accounts for 35% of iPhone shipments, while Germany only accounts for 5%. The UK market also accounts for 5% of shipments. The iPhone 13/13 mini has an expected delivery time of 11 days, but the Pro model has a delivery time of 25 days, and only the former provides same-day pick-up services in stores.
Of the four regions tracked by this report, the expected delivery time in the Chinese market has been delayed the longest. iPhone 13/13 mini are 19/15 days respectively, Pro models remain unchanged for 45 days, and in-store pickup is also limited to non-Pro models. In the end, under the limited supply chain, Chatterjee still predicts that the entire iPhone 13 series will perform better than the previous generation iPhone 12 series.