Apple iPhone 18 Pro Demand Softens, But Gene Munster Sees Bigger Picture
Yahoo Finance ·
Apple Inc.'s iPhone 18 Pro initial demand showed strength across eight countries, outpacing last year's iPhone 17 Pro. However, lead times have dropped significantly and are now 31 percent shorter. Deepwater Asset Management's Gene Munster notes that while this decline is notable, some softening was anticipated as the new iPhone Duo draws buyers away. Meanwhile, the iPhone 18 Pro Max has performed much better, with lead times remaining roughly in line with last year. Munster suggests that a mix shift may be occurring, as standard iPhone 18 models are delayed until next spring, potentially driving consumers toward the Pro and Pro Max models instead. Apple shares fell over 1 percent in regular Friday trading and edged down another 0.2 percent after hours. Retail sentiment on Stocktwits remains neutral, with AAPL stock up 24 percent year-to-date.
AI 시장 분석
Global delivery wait times for Apple's new iPhone 18 Pro model plunged 31% after a strong initial launch, raising concerns over a slowdown in demand. However, experts analyze that the primary cause is the demand dispersion across the product lineup due to the release of the new iPhone Duo models. The Pro Max model is holding up well, maintaining wait times comparable to the previous year, which necessitates monitoring future product mix changes.
상승 영향
- Apple — Delivery wait times for the iPhone 18 Pro Max have stably maintained levels comparable to the same period last year, successfully defending premium demand.
하락 영향
- Apple — Delivery wait times for the iPhone 18 Pro recently plummeted 31%, heightening concerns over a slowdown in initial new product demand momentum.
DYAX 전담 분석
Delivery wait times for Apple's iPhone 18 Pro decreased by 31% year-over-year, signaling a short-term weakening of demand momentum. This is attributed mainly to demand shifting toward the new iPhone Duo lineup, and Apple shares fell over 1% in Friday's regular trading session.
In a bullish scenario, overall average revenue could be defended by the resilience of the Pro Max and the migration of standard model buyers to higher-end models, while a bearish scenario could lead to a decline in total shipments. Investors should closely monitor iPhone Duo pre-order metrics and wait time trends by country.
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