$Apple(AAPL.US) (Transfer) iPhone 16 series delivery time tracking, delivery time gradually stabilizing JP Morgan (24/10/14)

JP Morgan noted in the Week 5 tracking of Apple product availability that the delivery times for the iPhone 16 Pro models show signs of gradually recovering demand momentum, recovering compared to the initial release period. In particular, the delivery time for the iPhone 16 Pro Max has relatively decreased, indicating that the initial weak demand may have been an anomaly. Data from Week 5 shows that the overall delivery times for the iPhone 16 series are roughly the same as those for the iPhone 15 series, with the base model and Pro models having similar delivery times, while the Plus and Pro Max models have slightly shorter delivery times.

Globally, the delivery times for the iPhone 16, 16 Plus, 16 Pro, and 16 Pro Max in Week 5 were 3 days, 3 days, 21 days, and 29 days, respectively, slightly lower than the data from Week 4. Specifically in the U.S. market, the delivery time for the 16 Plus has shortened, while the delivery times for the Pro and Pro Max models remain stable; in the Chinese market, all models have shorter delivery times; in the European market, the delivery times for the Pro models have been extended, while the base model's delivery time has slightly decreased.

JP Morgan believes that this data indicates that the supply chain and demand trends for the iPhone 16 series are gradually stabilizing, with delivery times in various regions tending to be stable, but continued attention is needed on future market performance.

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