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Delivery lead times for iPhone 14 Pro models have improved slightly in China as the march back to normal supply levels continues slowly.
Apple’s supply of iPhone 14 Pro and iPhone 14 Pro Max handsets has been hit hard by issues at its Zhengzhou factory, including COVID lockdowns and employee riots. JP Morgan’s 14th edition of his Apple Product Availability Tracker shows more signs that things are improving, but they’re still small steps.
Analysts claim that supply of the Pro model has “gradually improved” due to the relaxation of lead times in China. However, lead times are still “slightly elevated” compared to what was observed before the COVID outbreak in Zhengzhou.
Due to ongoing challenges before reaching more normalized levels of production, this could not only make the December quarter “softer” seasonality, but also push earnings into the March quarter. It is expected that there will be
iPhone Global Tracker is delivering iPhone 14 and iPhone 14 Plus in 3 days each, similar to week 13, a week ago. Pro model numbers dropped from 29th to 27th.
In China, the lead time for the base iPhone 14 model increased from 1 day to 4 days. At this stage, we are tracking the iPhone 13 and mini lead times as well. For the iPhone 14 Pro and Pro Max, the lead time has been reduced from 39 days to 32 days.
For the US, lead times are steady at 3 days for non-Pro models compared to 4 days a week ago, comparable to the iPhone 13. iPhone 14 Pro model lead time is stable at 25 days
In Europe, iPhone 14 pairs lost 2-3 days in the UK and Germany, while previous trackers lost 3 days. For the Pro, Germany’s lead his time remained unchanged over the 25 days, while in the UK he improved slightly from 27 to 26 days.
The Wearables Tracker shows that supply and demand for Apple Watch models and AirPods are “balanced.”