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G
Gene Munster

Sep 22 at 05:05 PM

iPhone 18 Pro model lead times continue to point to a successful cycle split. $Apple(AAPL.US)

As of this morning, lead times for Pro and Pro Max are still 4% and 3% higher than they were a year ago, which is a positive given I would've expected shorter lead times this year because of Duo cannibalizing Pro models.

As a point of reference, the lead times for the 18s were 15% and 18% higher than the 17s on launch day:

Source: Gene Munster

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