An availability tracker reports that delivery times for the iPhone 14 Pro model have stabilized after increasing due to supply issues at the Zhengzhou plant, while demand for the iPhone 14 model has had a “modest” impact in comparison. In the ninth week of the Apple Product Availability Tracker conducted by JPMorgan analysts, delivery times for the iPhone 14 Pro and iPhone 14 Pro Max remained long. After adding about a week to the week 8 results, the availability of these two models stayed at 31 days, the same as the previous results.
JPMorgan said the delivery times “may indicate challenges related to COVID-19, particularly in areas around Foxconn’s main iPhone factories.”
The issues were significant enough to prompt Apple to issue a rare press release on Sunday informing the factory to reduce the production of its Pro model iPhones, while demand for the iPhone 14 and iPhone 14 Plus continued to “remain modest” with overall global timescales dropping to two days from three days a week ago.
Lead times for the iPhone 14 base model are shorter compared to the iPhone 13 series, while lead times for the iPhone 14 Pro and Pro Max are unchanged from a year ago.
Regional delivery times in the U.S. were largely unchanged, with non-Pro and Pro models taking 3 and 32 days, respectively. The iPhone 13 and mini also took about 10 days in this cycle relative to the iPhone 13 series.
In China, the base iPhone 14 delivery time increased to 4 days from 2 days a week ago, and the iPhone 14 Plus delivery time was mentioned from 2 days to 3 days. Even so, the overall lead time for the base model is still “not as good as last year’s demand,” which was about a week. iPhone 14 Pro and Pro Max lead times in China are still 29 days.
In Europe, lead times for the Pro model in Germany have slowed “slightly” to 32 days from 34 days a week ago, and in the U.K., lead times for the Pro remain steady at 29 days.
In Germany, lead times for the iPhone 14 and Plus were shortened from 5 days to 1 day, while in the U.K., lead times for these models remained at 1 day, reflecting a more robust supply in this category in Europe.
In wearables, lead times for the Apple Watch Series 8 and Apple Watch SE remained stable at 7 days. lead times for the Apple Watch Ultra were reduced from 19 days to 14 days.
Lead times for AirPods Pro 2nd generation expanded slightly to 4 days, up from 2 days last week.