Morgan Stanley has a new analyst covering Apple named Eric Woodring. After analyzing current delivery times, Woodring has issued a note to Morgan Stanley customers. A lead time measures how long it will take you to receive the product you ordered from the time you order it. In this case, the woodworking tracks are for all new iPhone 14 models, whether Pro or non-Pro.
The analyst note was spotted by AppleInsider and contains Morgan Stanley’s new Apple analyst notes that iPhone 14 Pro Max has the longest lead time of any Apple product in the US in six years (Exit on the same number of days after the presentation).
The average lead time for Apple’s highest-end iPhone models is 36.5 days. That’s a week longer than the iPhone 14 Pro’s 29.5-day delay, the third longest delay in the past 6 years, and on par with the iPhone 13 Pro and Apple’s delays. Last year’s iPhone 13 Pro Max.
In addition to seeing strong demand for the new iPhone 14 Pro lineup in the world’s third-largest smartphone market, Apple has helped crack down on website servers in the world’s largest smartphone market, China. In China, over 2 million orders for the iPhone 14 Pro and iPhone 14 Pro Max were placed within 24 hours of the start of pre-orders for these smartphones.,
Clearly, consumers are listening to those who criticize Apple for making only a few changes to the non-Pro iPhone 14 model, which this year became an entry-level device with the demise of the iPhone mini. With a delivery time of 6 days, you can compare the numbers and see the difference.
it’s no surprise
Keep in mind that while lead times are pleasing to the eye, they are based on much more than consumer demand. The supply chain plays an important role in the delivery time of a product, as well as its ability to ship products to consumers quickly. In the case of the iPhone 14 lineup, and specifically how Apple has made the Pro model more desirable than the non-Pro smartphone, the numbers are telling a lot about public demand.
Obviously, this is no surprise. When you put your latest and greatest chip only in the Pro model, put your best cameras in the most expensive model, and replace the notch in even only the most expensive smartphone, you’ll end up with the more expensive smartphone. Will sell , whatever the price. It was a brilliant strategy from Apple and there are a lot of people who don’t like it, but that doesn’t make it any less brilliant.