Estimated delivery times for Apple's iPhone 18 Pro models lengthened sharply in their second week of sales, according to JPMorgan. The bank says the pace of demand for the Pro lineup now exceeds last year's cycle, with the third week seen as the next key signal.
Apple's iPhone 18 Pro delivery estimates rose to 23 days from seven days in the first week, JPMorgan said in a note published on Sunday. The larger iPhone 18 Pro Max saw waiting times climb to 30 days from 19 days over the same period.
The increases bring delivery windows in the United States, the United Kingdom and Germany broadly in line with last year's iPhone 17 launch. China remains the only major market where waiting periods are still shorter than a year earlier.
US and German Estimates Jump
In the United States, delivery times for the iPhone 18 Pro rose to 21 days from two days in the first week, while the Pro Max increased to 28 days from 22 days. Germany posted similar moves, with the Pro reaching 22 days and the Pro Max 29 days, up from five and 16 days a week earlier.
In China, waiting periods climbed to 27 days for the Pro and 33 days for the Pro Max, from 13 and 21 days in the first week. Even so, Chinese delivery estimates stayed below the 30 days and 37 days recorded for the equivalent iPhone 17 models last year, and JPMorgan noted the Pro Max was unavailable for in-store collection there. China accounts for approximately 19% of iPhone shipments, while the United States represents around 34%, the bank said.
Third Week Seen as Key Demand Test
JPMorgan had previously suggested some buyers could be delaying purchases while waiting for Apple's new foldable iPhone Duo, which will not open for pre-order until October 16. Last year, delivery times increased by nine days for the iPhone 17 Pro and seven days for the Pro Max between the first and second weeks.
According to a JPMorgan note: "the key data to watch will be the extent of the moderation of delivery times" in the third week. The analysts added that feedback from Apple's supply chain on production plans, generally expected in November, would provide the most decisive signal of demand.
Delivery times measure the period between an order being placed and its estimated arrival. Longer waits can point to stronger demand, though they may also reflect inventory availability or production constraints. Apple introduced the iPhone 18 Pro series earlier in September alongside the Duo, its first foldable model, with prices raised to reflect higher component costs.
Source: Yahoo Finance
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