“I have been tracking Apple’s iPhone SE lead-times since March 30, the day before they became available,” Chuck Jones writes for Forbes. “While lead-times are not an exact science to determine demand and won’t resolve the difference of opinion on how it is doing, I believe it is worthwhile to see how they change until they get down to one day.”

“SE lead-times have stabilized at 2 to 3 weeks,” Jones writes. “At the 4 week mark post launch the iPhone SE’s 2 to 3 week lead-times in the US and China are the same as the iPhone 5s (which didn’t improve until about 7 ½ weeks post launch). The iPhone 6 was at 7 to 10 business days in the US while the 6 Plus was at 3 to 4 weeks. For the iPhone 6s it was at 3 to 5 business days at 2 weeks with most of the 6s Plus models at 2 to 3 weeks.”

Apple's new 4-inch iPhone SE

Apple’s new 4-inch iPhone SE

Jones writes, “Overall I agree with Tim Cook that the SE expands the company’s ecosystem and is positive in the short and especially long run.”

Read more in the full article here.

MacDailyNews Take: From Apple’s Q216 Conference call with analysts:

iPhone SE became available on March 31, so none of it sales were reflected in our second quarter results, but so far this quarter we’re seeing terrific customer response. iPhone SE is the most powerful phones found ever, and it’s a great option of customers all over the world who want a compact phone with advanced features in a great price without compromising performance. Demand has been very strong and exceed supply at this point, but we are working hard to get the iPhone SE into the hands of every customer who wants this phone as quickly as possible. The addition of the iPhone SE in the iPhone line up places us in a better strategic position to attract even more customers into our eco-system. — Apple CFO Luca Maestri

[With] the iPhone SE we are thrilled with the response that we’ve seen on it. It is clear that there is a demand there even much beyond what we thought. — Apple CEO Tim Cook

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