JPMorgan Shares Bullish Outlook for Apple Investors
Yahoo Finance ·
According to a Sunday research note released on September 21, 2026, JPMorgan highlighted robust initial preorder demand for Apple's newest premium smartphones. The data reveals that average wait times for the iPhone 18 Pro stretched to 23 days during the second preorder week, surging significantly from seven days previously. Meanwhile, the Pro Max variant saw its delivery window lengthen from 19 days to 30 days. Notable increases in lead times were observed in the United States and Germany, whereas delivery schedules in China stayed below figures from a year ago. The U.S. and China account for roughly 34 percent and 19 percent of total iPhone shipments, respectively, serving as critical demand barometers. Other financial institutions, including Morgan Stanley and Evercore ISI, also reported sustained consumer enthusiasm for the higher-priced lineup.
AI 시장 분석
According to JPMorgan's recent research note, the average delivery wait time for Apple's latest iPhone 18 Pro models increased to 23 days in the second week of pre-orders, demonstrating robust demand. Wait times surged particularly in key markets such as the US and Germany, signaling strong sales centered on the high-end lineup. Investors should closely monitor whether this initial demand momentum translates into future earnings growth.
상승 영향
- Apple — Wait times for the iPhone 18 Pro and Pro Max increased to 23 and 30 days, respectively, proving strong initial demand centered on high-end models and raising expectations for revenue and profitability improvements.
DYAX 전담 분석
The increase in delivery delays for the iPhone 18 Pro models suggests a high consumer preference for premium products, which directly correlates with rising Average Selling Prices (ASP) for Apple and acts as a driver for revenue and net income growth. However, the possibility of supply chain constraints cannot be ruled out, requiring close attention to the trend in wait times during the third week.
The bullish scenario is that strong demand in the US and Europe offsets sluggishness in the Chinese market to drive stock price gains, while the bearish scenario is that order volumes slow rapidly after supply shortages ease. The future launch of foldable phones and production revision plans are key indicators.
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