Lukewarm orders for iPhone 18 Pro, says analyst, but it doesn't mean much
Key Points:
- Analyst Jeff Pu reports that pre-order wait times for the iPhone 18 Pro and Pro Max are relatively short, suggesting "lukewarm" demand compared to previous models, with many configurations available for immediate delivery or within a few weeks.
- Specific availability varies by model and storage capacity, with some Pro Max versions like the Silver 1TB and 2TB available immediately, while others have wait times up to 3-4 weeks.
- Pre-order shipping times are a rough indicator of demand versus supply, but they can be misleading since immediate availability may reflect ample supply rather than weak demand.
- The upcoming iPhone Duo pre-orders, which have not yet opened, could be diverting potential buyers from the iPhone 18 Pro, possibly explaining the current lukewarm demand observed.
- Production challenges with the iPhone Duo, including low yields, may result in longer wait times once pre-orders start, complicating demand and supply assessments further.