Lead times for Apple’s iPhone 17 series are finally easing as supply catches up with demand, according to JPMorgan.
Analyst Samik Chatterjee said in a note Tuesday that “lead times across the iPhone 17 series moderated by three days,” with average delivery times now around three days, matching levels seen during the same point in the iPhone 16 cycle last year.
Sam Boughedda for Investing.com:
Chatterjee highlighted that Apple typically reaches a “parity of demand and supply towards the end of the year,” and the iPhone 17 series appears to be following the same pattern.
The higher year-on-year demand had initially pushed delivery times longer during the post-launch quarter, but the gap is now said to be narrowing.
The analyst added that demand-supply parity suggests limited supply constraints heading into Apple’s second fiscal quarter of 2026.
Strong sell-through for the iPhone 17 series is expected to continue supporting higher unit sales and revenue through the remainder of the product cycle, JPMorgan stated.
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