iPhone 16 Pro Demand Lags, Longer Wait Times Globally, China Shows Smaller Gap: Analyst
iPhone 16 Pro Demand Lags, Longer Wait Times Globally, China Shows Smaller Gap: Analyst
JPMorgan analyst Samik Chatterjee reiterated an Overweight rating on Apple Inc (NASDAQ:AAPL) with a price target of $265.
摩根大通分析師Samik Chatterjee重申對蘋果公司（NASDAQ:AAPL）的超配評級，目標價爲265美元。
The Cupertino, California-based smartphone maker announced the iPhone 16 series will be generally available beginning September 20.
總部位於加利福尼亞庫比蒂諾的智能手機制造商宣佈iPhone 16系列將於9月20日開始全球銷售。
Chatterjee noted that the lead times of the Apple iPhone 16 series across critical markets, including the U.S., China, Germany, and the UK, indicate in-line demand for the iPhone 15 series during the first week.
Chatterjee指出，包括美國、中國、德國和英國在內的關鍵市場對iPhone 15系列的需求表現符合預期。
Also Read: Apple's iPhone 16 Launch – JPMorgan Says 'Staggered Pricing Approach' Could Offset Rising Chip, Memory Costs
還閱讀：蘋果的iPhone 16發佈 -摩根大通表示「分階段定價方法」可以抵消芯片和存儲成本上升
He noted that the early demand indicators for Pro models are starting modestly softer relative to the iPhone 15 series.
他指出，Pro型號的早期需求指標相對於iPhone 15系列開始稍弱。
Delivery-at-home timing for the 16, 16 Plus, 16 Pro, and 16 Pro Max across the regions Chatterjee tracked averaged 5, 2, 14, and 21 days in week one. By comparison, delivery-at-home timing for the 15, 15Plus, 15 Pro, and 15 Pro Max across the regions he tracked averaged 2, 5, 22, and 41 days in week one a year ago.
在第一週，Chatterjee所追蹤的區域內的iPhone 16、16 Plus、16 Pro和16 Pro Max的送貨時間分別爲5、2、14和21天。相比之下，在去年的第一週，他所追蹤的區域內的15、15 Plus、15 Pro和15 Pro Max的送貨時間分別爲2、5、22和41天。
However, the analyst said the mix continues to favor Pro models, particularly the Pro Max, with lead times already extended relative to base and Plus models.
然而，該分析師表示，選擇Pro型號（尤其是Pro Max）的混合比例繼續增加，相對於基本和Plus型號，它們的交付時間已經延長。
The analyst noted that in the U.S., the iPhone 16 and 16 Plus lead times were zero days each, while the Pro and Pro Max lead times were 6 and 20 days, respectively. Relative to in-store availability, all iPhone 16, Plus, and Pro models can be picked up on Sept. 20, while most variants of the 16 Pro Max are unavailable in-store.
該分析師指出，在美國，iPhone 16和16 Plus的交付時間都爲零天，而Pro和Pro Max的交付時間分別爲6天和20天。相對於店內可用性，在9月20日之後，所有iPhone 16、Plus和Pro型號都可以提取，而16 Pro Max的大多數變體無法在店內購買。
The trends were similar across all the regions Chatterjee tracked. That's not including China, where the difference in lead times for Base models versus Pro models is less vast than in the other areas.
Chatterjee跟蹤的各地區趨勢都相似。不包括中國，在中國普通型號和專業型號的交貨時間差異不像其他地區那麼巨大。
In China, the lead times for the iPhone 16 and 16 Plus were 18 and six days, respectively. The lead times for the Pro and Pro Max were 23 days each. Relative to in-store, all iPhone 16 and 16 Plus models can be picked up around the availability date. In contrast, only a select few Pro models are available for pickup, and no Pro Max models are available.
在中國，iPhone 16和16 Plus的交貨時間分別爲18天和6天。Pro和Pro Max的交貨時間各爲23天。相對於實體店，所有iPhone 16和16 Plus型號都可以在可用日期左右拿到。相比之下，只有少數Pro型號可以提前取貨，而Pro Max型號則無法提前取貨。
When it comes to iPhone shipments:
當涉及到iPhone發貨時：
- The U.S. accounts for ~32%
- China for ~20%
- Germany and the UK for ~5%
- 美國佔比約32%
- 中國佔比約20%
- 德國和英國佔比約5%
Price Action: AAPL stock is down 2.69% at $216.56 at last check Monday.
價格走勢：AAPL股價在上週一最後一次檢查時下跌2.69%，爲216.56美元。
Now Read:
現在就閱讀吧:
- Apple Stock Slides as iPhone 16 Preorders Fall Short, Market Pressures Weigh In
- 蘋果股票下跌，iPhone 16 預訂不足，市場壓力加重。
Image: Courtesy of Apple
圖像：由蘋果提供。
譯文內容由第三人軟體翻譯。