iPhone SE delivery times suggest supply has caught up with demand

article thumbnail

The global iPhone SE supply and demand appears to be stabilizing, according to new shipment estimate data compiled by investment bank JP Morgan.

In an iPhone SE Availability tracker note seen by AppleInsider, JP Morgan said that iPhone SE shipment dates have remained stable since an slight decrease in the previous week of May. Home delivery shipment estimates, for example, have stayed at about 15 days in the U.S. in the fifth week since the entry-level device became available on April 15. The U.S. market typically makes up about 35% of iPhone shipments.

It's a similar situation in China, which accounts for about 15% of iPhone shipments. Delivery times in that country appear to have stabilized at an 8-day estimate after an order is placed. JP Morgan also says that customers in China are still able to pick up their iPhone SE orders in-store on the same day they're ordered. All Apple Stores in China are currently open, though the company is taking steps to reopen more locations elsewhere.

Estimates in Germany and the U.K. have risen to 10 days, up a single day from the 9-day estimate the week before. Like China, the Western European regions account for roughly 15% of total iPhone shipments.

Overall, JP Morgan's data suggests an aggregate shipment time of 11 days across all the regions it tracks. That has dropped sharply since early 17-day delivery estimates in the second week of iPhone SE availability.

As with JP Morgan's previous availability note, the data either suggests that supply is now meeting demand or that demand is starting to wane. Although there isn't hard sales data for the iPhone SE quite yet, Apple executives have maintained that the company is seeing a "outstanding customer response" to the iPhone SE since it launched.

JP Morgan bases its availability data on estimated delivery time for products in its online storefront.

 

Latest News