Bank of America Issues Warning to Apple Investors Regarding iPhone 18
Yahoo Finance ·
Bank of America reported that Apple's newest flagship iPhones are arriving within timeframes comparable to last year, with delivery durations slightly reduced for the Pro variants. Based on order fulfillment tracking across official channels, the worldwide average waiting period reached 14 days for the iPhone 18 Pro and 20 days for the Pro Max version. China recorded the fastest availability globally, requiring 11 days for the Pro and 15 days for the Pro Max. Concurrently, regional pricing adjustments showed 256GB Pro models climbing 20 percent to 23 percent in Japan and India, while increases of 8 percent to 12 percent were observed across China, the U.K., Germany, and the U.S. Bank of America maintained its Buy rating and price target of $370 for Apple.
AI 시장 분석
Bank of America (BofA) analyzed that the global average delivery wait time for the iPhone 18 Pro models has slightly shortened compared to the previous generation. The Pro model was recorded at 14 days and the Pro Max at 20 days, with China showing the fastest availability. Additionally, prices for the 256GB Pro models increased by 20-23% in Japan and India. Investors should closely monitor future earnings based on these shorter wait times and regional price hikes.
상승 영향
- Apple — The 256GB Pro model price increased by 20-23% in Japan and India, expected to boost revenue through a higher Average Selling Price (ASP).
하락 영향
- Apple — The global average delivery wait time for the iPhone 18 Pro has shortened compared to the previous generation, raising the possibility that initial pending demand is weaker than expected.
DYAX 전담 분석
According to BofA's data, the global wait time for the iPhone 18 Pro decreased by 1 day from the previous generation to 14 days, suggesting stabilized supply or potential moderation in demand. On the other hand, price hikes of 20-23% in Japan and India are expected to drive an increase in the Average Selling Price (ASP).
Future stock scenarios depend on revenue defense through price increases and the recovery of global demand. Key monitoring indicators are subsequent weekly delivery data and actual purchase metrics in China and major markets.
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