iPhone 16 Pro Demand Lags, Longer Wait Times Globally, China Shows Smaller Gap: Analyst
iPhone 16 Pro Demand Lags, Longer Wait Times Globally, China Shows Smaller Gap: Analyst
JPMorgan analyst Samik Chatterjee reiterated an Overweight rating on Apple Inc (NASDAQ:AAPL) with a price target of $265.
摩根大通分析師Samik Chatterjee表示，將蘋果公司（納斯達克：AAPL）的評級從超重股票重申爲超重評級，目標價爲265美元。
The Cupertino, California-based smartphone maker announced the iPhone 16 series will be generally available beginning September 20.
總部位於加利福尼亞庫比提諾的智能手機制造商宣佈，iPhone 16系列將從9月20日開始正式發售。
Chatterjee noted that the lead times of the Apple iPhone 16 series across critical markets, including the U.S., China, Germany, and the UK, indicate in-line demand for the iPhone 15 series during the first week.
Chatterjee指出，包括美國、中國、德國和英國在內的關鍵市場上，Apple iPhone 16系列的交貨時間表明第一週對iPhone 15系列有一致的需求。
Also Read: Apple's iPhone 16 Launch – JPMorgan Says 'Staggered Pricing Approach' Could Offset Rising Chip, Memory Costs
還閱讀：蘋果iPhone 16發佈-摩根表示，「錯位定價方法」可以抵消不斷上漲的芯片和存儲成本
He noted that the early demand indicators for Pro models are starting modestly softer relative to the iPhone 15 series.
他指出，Pro機型的早期需求指標相對於iPhone 15系列開始出現較爲溫和的放緩。
Delivery-at-home timing for the 16, 16 Plus, 16 Pro, and 16 Pro Max across the regions Chatterjee tracked averaged 5, 2, 14, and 21 days in week one. By comparison, delivery-at-home timing for the 15, 15Plus, 15 Pro, and 15 Pro Max across the regions he tracked averaged 2, 5, 22, and 41 days in week one a year ago.
Chatterjee追蹤的各地區16、16 Plus、16 Pro和16 Pro Max的送貨時間表顯示，第一週平均爲5、2、14和21天。相比之下，一年前他追蹤的各地區15、15 Plus、15 Pro和15 Pro Max的送貨時間表平均爲2、5、22和41天。
However, the analyst said the mix continues to favor Pro models, particularly the Pro Max, with lead times already extended relative to base and Plus models.
然而，該分析師表示，這種混合格局仍然有利於Pro機型，特別是Pro Max機型，其交貨時間已經相對於基礎型和Plus機型延長。
The analyst noted that in the U.S., the iPhone 16 and 16 Plus lead times were zero days each, while the Pro and Pro Max lead times were 6 and 20 days, respectively. Relative to in-store availability, all iPhone 16, Plus, and Pro models can be picked up on Sept. 20, while most variants of the 16 Pro Max are unavailable in-store.
該分析師指出，在美國，iPhone 16和16 Plus的交貨時間都爲零天，而Pro和Pro Max的交貨時間分別爲6天和20天。相對於實體店的供應情況，所有iPhone 16、Plus和Pro機型都可以在9月20日提取，而16 Pro Max的大多數變型都無法在店內提供。
The trends were similar across all the regions Chatterjee tracked. That's not including China, where the difference in lead times for Base models versus Pro models is less vast than in the other areas.
Chatterjee跟蹤的所有地區的趨勢都很相似。不包括中國，在中國，基礎型號和專業型號的交貨時間差異不像其他地區那麼大。
In China, the lead times for the iPhone 16 and 16 Plus were 18 and six days, respectively. The lead times for the Pro and Pro Max were 23 days each. Relative to in-store, all iPhone 16 and 16 Plus models can be picked up around the availability date. In contrast, only a select few Pro models are available for pickup, and no Pro Max models are available.
在中國，iPhone 16和16 Plus的交貨時間分別爲18天和6天。專業版和專業版Max的交貨時間都爲23天。相對於實體店，所有iPhone 16和16 Plus型號都可以在可用日期前提取。相反，只有少數專業型號可供提取，專業版Max型號不可提取。
When it comes to iPhone shipments:
當涉及到iPhone出貨時：
- The U.S. accounts for ~32%
- China for ~20%
- Germany and the UK for ~5%
- 美國佔約32%
- 中國佔約20%
- 德國和英國各佔約5%
Price Action: AAPL stock is down 2.69% at $216.56 at last check Monday.
價格走勢：AAPL股價在上次週一最後交易時下跌了2.69%，爲216.56美元。
Now Read:
現在就閱讀吧:
- Apple Stock Slides as iPhone 16 Preorders Fall Short, Market Pressures Weigh In
- 蘋果股票下跌，iPhone 16預購量不足，市場壓力加大
Image: Courtesy of Apple
圖片：由蘋果提供
