Bank of America Highlights Mixed Demand Indicators for iPhone 18
Yahoo Finance ·
Apple is experiencing slightly shorter global delivery times for its premium iPhone 18 models compared to the previous year's launch, according to Bank of America, providing early and mixed demand signals. BofA analyst Wamsi Mohan noted that as of September 21, the iPhone 18 Pro and Pro Max ship times are roughly comparable to the iPhone 17 cycle. Globally, the iPhone 18 Pro averages a 14-day wait, down slightly from 15 days last year, while the Pro Max stands at 20 days compared to 21 days previously. China emerged as a standout with shorter delivery times of 11 days for the Pro and 15 days for the Pro Max, though potential anticipation for the iPhone Duo may be a factor. Furthermore, pro-model prices climbed significantly, increasing 20% to 23% in Japan and India, and 8% to 12% in China, the U.K., Germany, and the U.S. Bank of America maintained its Buy rating and $370 price target on AAPL stock.
AI 시장 분석
According to Bank of America (BofA), global delivery wait times for Apple's new iPhone 18 Pro models are similar to the previous generation, but have shortened somewhat in the Chinese market. Additionally, with the price of Pro models increasing by 20% to 23% in major markets like Japan and India, mixed signals regarding demand are being detected. Investors should closely monitor sales trends and actual sales performance following the price hikes.
상승 영향
- Apple — If global delivery wait times for the iPhone 18 Pro models show stability similar to the previous generation and solid demand is maintained despite significant price hikes, it could lead to expanded revenue and margins.
하락 영향
- Smartphone Components — If delivery wait times for the iPhone 18 shorten compared to the previous generation in the Chinese market and consumer resistance arises due to price hikes, there is a risk of decreased order volumes for component suppliers.
DYAX 전담 분석
Global delivery wait times for the iPhone 18 Pro models averaged 14 days, similar to 15 days for the previous generation, but in the Chinese market, they shortened slightly to 11 days for the Pro and 15 days for the Pro Max, raising vigilance over demand. In particular, the implementation of price hikes of over 20% in Japan and India could act as a burden on unit sales, serving as a factor that increases future earnings volatility.
The bullish scenario is that consumers withstand the steep price hikes, driving revenue and margin growth, while the bearish scenario is that shipments fall short of expectations due to shortened wait times in China and consumer price resistance. Key monitoring indicators are actual sell-through, the sales mix of Pro models, and whether demand in the Chinese market recovers.
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