iPhone 15 product mix concerns caused by reduced shipment times

AppleInsiderAppleInsider
Posted:
in iPhone

Lead times for iPhone 15 models have dropped for the second week in a row, an availability tracker claims, but there is fear that the changes may indicate a weaker mix of iPhone models for 2023.

iPhone 15 Pro
iPhone 15 Pro



On October 1, the third week of J.P. Morgan's Product Availability Tracker revealed a dip in delivery lead times for the iPhone 15 and iPhone 15 Pro lines. One week later on October 8, the tracker seen by AppleInsider has offered a similar report.

The average global delivery lead times now track the iPhone 15 and iPhone 15 Plus at 15 days apiece for Week 4, versus 17 days each in Week 3. The iPhone 15 Pro remains static at 29 days, while the Pro Max is down from 46 days to 35 days.

By comparison, the at-home timing for the iPhone 14 range tracked at 2 days, 6 days, 33 days, and 40 days for the respective models.

The report points out that the higher average days for the non-Pro models in 2023 versus the 2022 editions, as well as the lower average lead times for the Pro counterparts, may not be a good sign, especially for two successive weeks of decline.

Global iPhone availability tracker lead times in days [J.P. Morgan]
Global iPhone availability tracker lead times in days [J.P. Morgan]



The lower figures are "reinforcing the likelihood of elevated lead times for the high-end iPhone 15 models immediately following the launch having been driven by early order momentum and/or supply availability, which is now fading," the note states. It may also indicate that the "mix of sales within iPhone 15 Series is tracking weaker than prior launches, with a higher proportion of volumes being allocated to the low-end models."

On a regional basis, the US lead times for the non-Pro models are static at 15 days each, with the Pro up to 29 days versus 28 days in Week 3, and the Pro Max dropped from 54 days to 36 days.

In China, iPhone 15 and Plus lead times are now down to 14 days and 15 days respectively from 21 days one week prior. The Pro is again stuck at 29 days, and the Pro Max went down from 43 days to 36 days.

Over in Europe, Germany lead times were static at 15 days for the non-Pro models while the Pro and Pro Max went down to 30 days and 37 days respectively from 32 days and 42 days.

In the UK, the iPhone 15 and 15 Plus again stayed static at 15 days each, with Pro down from 28 days to 26 days, and Pro Max down from 44 days to 33 days.

Read on AppleInsider

Comments

  • Reply 1 of 5
    KierkegaardenKierkegaarden Posts: 242member
    So efficiency of manufacturing is a bad thing?  Have they forgotten that strained numbers this year have more to do with demand as opposed to last year where shutdowns and other issues in China contributed to longer lead times?
    domicinatorronnAnilu_777Madbumwatto_cobra
  • Reply 2 of 5
    domicinatordomicinator Posts: 14member
    Why do you guys feed this bs every year?
    ronnAnilu_777watto_cobra
  • Reply 3 of 5
    jrfunkjrfunk Posts: 12member
    It absolutely amazes me that while I’m waiting for a white iPhone 15 Pro Max one terabyte for over a month? I am reading a story of doom and gloom!!!
    williamlondonMadbumwatto_cobra
  • Reply 4 of 5
    timmilleatimmillea Posts: 251member
    I ordered my Pro Max in the UK 16th September with an ETA 24th November - that is 69 days lead time. It has not changed since I ordered it, i.e if I ordered today the ETA is still 24th November. This implies a large batch was always scheduled for this date. Perhaps it was announced too early with very little day 1 availability for the reviewers and publicity shots of crowds at Apple Stores? 

    It is hard to judge from the figures in the article the mix of supply constraints and high demand. I imagine the Max has the additional constraint of the 'Tetraprism' - another unique and hard to manufacture part, at least to Apple's standards. 
    muthuk_vanalingamwatto_cobra
  • Reply 5 of 5
    MadbumMadbum Posts: 536member
    iPhone factories are going 24/7 in both China and India now. Last year no India and Foxconn China was closed off and on during this time and when open, it was at half capacity . So if anything , the fact the wait is still this long with 24/7 production this year, I see blow out sales.

    Do you not know that Malcolm? Isn’t this your job? The Jo Morgan guy is trying to lower Apple
    Stock  so he can buy it for JP Morgan. You need to Be better.
    watto_cobra
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