Estimated iPhone 13 delivery times are increasingly pointed toward the lineup hitting supply demand balance, according to investment bank JP Morgan.
In a note to investors seen by AppleInsider, JP Morgan lead analyst Samik Chatterjee analyzed iPhone 13 and iPhone 13 Pro lead times in the fifteenth week of availability.
Across all regions, delivery times for the iPhone 13 mini, iPhone 13, iPhone 13 Pro, and iPhone 13 Pro Max remained stable at an average of 3, 3, 5, and 3 days, respectively. That's about the same as 2, 2, 5, and 5 days the week prior.
In the U.S., which accounts for 35% of iPhone shipments, delivery times for the iPhone 13 Pro and iPhone 13 Pro Max moderated to 1 to 2 days. Lead times for the iPhone 13 mini and iPhone 13 went to zero days.
In the critical region of China, responsible for about 15% of iPhone shipments, lead times tracked at 0, 0, 5, and 1 day in week 15. Consumers in the U.K. and Germany saw lead times for all models decrease to six days, with one-day in-store pickup available in both countries.
The fact that lead times for the iPhone 13 Pro and iPhone 13 Pro Max remain elevated when compared to their mid-range counterparts bodes well for Apple's average selling price (ASP), given the skew toward the higher-end models.
According to Chatterjee, the supply and demand reaching equilibrium, as well as a good mix of higher-end devices, shows encouraging signs for the December quarter. He added that Apple will likely reach optimal inventory level, which could accrue benefits in the March 2022 quarter.
4 Comments
On tech blogs like this one we are always swarmed by demands for a smaller, cheaper iPhone, like the SE for example. But then we find out people are buying the more expensive models instead of the smaller, cheaper ones. More indication of tech blog posters being the outliers, not the real market.
iPhone Air - that might be a better name for the 13 mini. I’m not following the crowd, I’m “thinking different” and just got the 13 mini in starlight. Classy color in my opinion. I think Jobs may have said or believed that a cellphone should be able to be used easily with one hand. Besides the size, the second thing you notice using it is how little it weighs. Coming from a phone near 200 grams without case, it really is astonishing the difference. I’ve seen a ton of YouTube videos on how great the 13 mini is, used that as reference but made my own decision to go smaller. Ironically the guy at my phone store downsized from the iPhone max size to the 6.1, saying the max is too big. It just shows that choice is good for the consumer.
The situation is not that nice in europe I am waiting for the preordered iphone 13 pro 512gb since October 2021 and for my macbook pro 16 32 mb m1 max since November. None of the apple premium resellers from Romania received any of the models above. So I imagine my 5000 euro are not as important for Apple, as the ones of the other EU or US buyers.