深潮TechFlow|Oct 27, 2026 07:19
[JPMorgan: iPhone Duo Delivery Time 94 Days, Pro Series Demand Resilient] According to TechFlow, a research report by JPMorgan Chase dated October 25, 2026, indicates that the global average delivery time for the iPhone Duo is 94 days, approximately three months; the iPhone 18 Pro averages 7 days, and the Pro Max averages 21 days, both on par with the same period last year; in the Chinese market, the Pro's delivery time is 1 day, with some configurations delivered within 3 hours; in the US, China, Germany, and the UK, the Duo is not available for in-store pickup.
JPMorgan Chase believes that the extended Duo delivery time reflects strong demand, and the supply bottleneck is a short-term issue; the Pro series' delivery time has returned to the same level as last year after the price increase, indicating resilient demand. They maintain an "Overweight" rating on Apple, with the current share price at $347.73. The Duo supply bottleneck and the demand performance after the Pro series price increase will affect Apple's short-term revenue growth.
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