JPMorgan says delivery times for Apple's premium iPhone 18 models lengthened in the second preorder week, pointing to firmer demand for the Pro line. In a Sunday research note, the bank said average wait times for the iPhone 18 Pro reached 23 days, up from seven days previously, while the Pro Max increased to 30 days from 19 days. The U.S. and Germany recorded notable increases, though delivery periods in China remained below year-earlier levels; the U.S. accounts for about 34% of iPhone shipments versus roughly 19% for China. JPMorgan cautioned that longer lead times can reflect stronger customer interest but can also stem from supply limitations, and said timelines could moderate during the third preorder week. Morgan Stanley said two-to-four-week waits despite increased production may indicate healthier demand, and an Evercore ISI survey showed 53% of prospective U.S. buyers planned to choose an iPhone 18 Pro or Pro Max, up from 51% previously.
Apple Inc.JPMorgan flags lengthening iPhone 18 Pro/Pro Max delivery times and Evercore survey shows 53% of US buyers choosing Pro models, pointing to firmer end-customer demand.
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