他解释称，与iPhone 15相比，除了中国市场外，基础款的交货时间大致相同，而专业款则有所缩短。尽管如此，他注意到今年整个系列的供应链状况有所改善。马利克认为，苹果即将推出的iOS 18操作系统中的Apple Intelligence功能可能会影响iPhone 16系列的销售周期和季节性。The delivery times of the iPhone 16 series recently launched by Apple Inc. have experienced some fluctuations in different regions.
Finance and Economics APP learned that Citigroup pointed out in its report on Monday that the latest iPhone 16 series launched by Apple Inc. (AAPL.US) has experienced some delivery time fluctuations in different regions. Analyst Atif Malik mentioned in the investor report that compared to September 13, the data tracked on September 20 showed that the delivery times for the two base models globally have been extended by approximately one week. He gave Apple a 'buy' rating and set a target price of $255.
Malik specifically pointed out that the delivery time of the iPhone 16 Pro model increased by 3 to 7 days in the United States, the United Kingdom, and India, while it decreased by about 12 days in China. As for the Pro Max model, delivery times remained unchanged in the United States and the United Kingdom, increased in India, and decreased in China.
He explained that compared to the iPhone 15, apart from the Chinese market, the delivery time for the base model is generally the same, while the professional model has been shortened. However, he noted that the overall supply chain situation for the entire series has improved this year. Malik believes that the Apple Intelligence feature in the upcoming iOS 18 operating system from Apple may affect the sales cycle and seasonality of the iPhone 16 series.
Analysts at JPMorgan also observed similar trends, reporting that the global delivery times for iPhone 16, 16 Plus, 16 Pro, and Pro Max have increased to 17 days, 16 days, 23 days, and 29 days respectively. Compared to the previous generation models, the delivery time for the Pro model has been shortened.
In the United States, the delivery time for the iPhone 16 Plus has increased significantly, from 5 days earlier this week to 13 days. The delivery time for the Pro Max model has also increased from 23 days to 28 days.
JPMorgan analysts emphasized that observing whether the delivery times will enter the third week and the extent of their changes before the wider release of the Apple Intelligence feature will be key data points for assessing the demand trend in the second half of 2024.
Goldman Sachs analysts, on the other hand, stated that the delivery time for Apple is similar to that of the iPhone 15 in the same period last year, but the demand for the high-end Pro models seems to be weaker. This indicates that although the demand for Apple's base model is strong, the super cycle effect seen in previous years has not appeared. This investment bank on Wall Street expects that as supply gradually meets demand, delivery times will stabilize.
