JPMorgan reports a sharp increase in iPhone 18 Pro delivery times, signaling stronger-than-expected demand that surpasses the pace of the previous year's product cycle.
Second-week delivery times for iPhone 18 Pro and Pro Max lengthened substantially, with JPMorgan noting demand pace exceeds the prior year's cycle, a positive signal for Apple.
Apple's iPhone 18 Pro and Pro Max delivery times extended significantly in their second week, with JPMorgan noting demand now exceeds the previous iPhone 17 cycle. While waiting periods in the U.S., U.K., and Germany have normalized to last year's levels, China remains the only major market with shorter wait times than the prior year.
While longer waiting periods often signal stronger consumer demand, they can also be influenced by supply chain constraints, production schedules, or inventory availability.