According to JP Morgan Chase, despite the slight easing, the estimated delivery date of Apple’s entire iPhone 13 lineup is still higher than the iPhone 12 of the previous year. In a note to investors seen by AppleInsider, Samik Chatterjee, chief analyst at JPMorgan Chase, analyzed the delivery time of the iPhone 13 and iPhone 13 Pro models in the ninth week of the market–or the estimated timeline for receiving iPhone orders.
Chatterjee wrote that the delivery time for all iPhone 13 and iPhone 13 Pro models is still very high compared to this point in time after the launch of the iPhone 12 series. However, the delivery time for all models has been slightly eased. In other words, delivery estimates are improving, but they are still 9 weeks longer than the iPhone 12 after the launch of the series.
In the United States, the average lead time for iPhone 13 mini is 8 days, iPhone 13 is 10 days, and iPhone 13 Pro and iPhone 13 Pro Max are 26 days. In the United States, which accounts for about 35% of iPhone shipments, the lead time of iPhone 13 is stable at 11 days, and that of iPhone 13 Pro and iPhone 13 Pro Max is 28 days. The delivery time of the iPhone 13 mini has slowed from 11 days to 10 days.
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The Chinese market, which accounts for about 15% of iPhone shipments, has eased the delivery date of the entire iPhone 13 series. In the ninth week, the delivery times of iPhone 13 mini, iPhone 13, iPhone 13 Pro and iPhone 13 Pro Max are 9 days, 17 days, 34 days and 34 days respectively. The situation is similar in Germany and the United Kingdom, each of which accounts for about 5% of iPhone sales. In these two regions, the delivery time of all models has slowed down.
Chatterjee wrote: Although delivery time has eased as supply improves, it is still stable in the United States-indicating a solid demand trend, and it is still the highest on China’s geographic basis-indicating demand Much higher than expected, this indicates that relative to investors’ expectations for the soft volume cycle of the iPhone 12 series, the global interest/demand for the iPhone 13 series is good.