Record iPhone Duo Lead Times Signal Demand: What It Means for AAPL

Posted on by Eben@CANSLIM Research

In a report on record iPhone Duo lead times against softer 18 Pro demand, the analysis argues that the two signals point in different directions and should be read separately. The Duo’s ~14-week lead time on day one of pre-orders is presented as evidence of both significant early-adopter appetite and a deliberately limited launch supply. Across the countries tracked, Duo lead times averaged 100.2 days internationally, with the UK, France and Germany at 101 days, China, Japan and India at 99 days and the US at 94 days.

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