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.
摩根大通分析师萨米克·查特吉重申了对苹果公司（纳斯达克股票代码：AAPL）的增持评级，目标股价为265美元。
The Cupertino, California-based smartphone maker announced the iPhone 16 series will be generally available beginning September 20.
这家总部位于加利福尼亚州库比蒂诺的智能手机制造商宣布，iPhone 16系列将于9月20日正式上市。
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.
查特吉指出，苹果iPhone 16系列在包括美国、中国、德国和英国在内的关键市场的交货时间表明，第一周对iPhone 15系列的需求量一直保持在线。
Also Read: Apple's iPhone 16 Launch – JPMorgan Says 'Staggered Pricing Approach' Could Offset Rising Chip, Memory Costs
另请阅读：苹果iPhone 16的发布——摩根大通表示 “错开定价方法” 可以抵消芯片和内存成本的上涨
He noted that the early demand indicators for Pro models are starting modestly softer relative to the iPhone 15 series.
他指出，与iPhone 15系列相比，Pro机型的早期需求指标开始略有疲软。
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.
查特吉追踪的各地区16、16 Plus、16 Pro和16 Pro Max的送货上门时间在第一周平均为5、2、14和21天。相比之下，在他追踪的地区，15、15Plus、15 Pro和15 Pro Max的送货上门时间在一年前第一周平均为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.
但是，该分析师表示，这种组合仍然有利于Pro车型，尤其是Pro Max，相对于基本车型和Plus车型，交货时间已经延长。
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.
该分析师指出，在美国，iPhone 16和16 Plus的交货时间各为零天，而Pro和Pro Max的交货时间分别为6天和20天。相对于店内供货情况，所有iPhone 16、Plus和Pro机型都可以在9月20日提货，而16 Pro Max的大多数变体都无法在店内上市。
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.
查特吉追踪的所有地区的趋势都相似。这还不包括中国，在中国，基本型号与专业版车型的交货时间差异没有其他地区那么大。
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.
在中国，iPhone 16和16 Plus的交货时间分别为18天和6天。Pro 和 Pro Max 的交货时间各为 23 天。相对于实体店，所有iPhone 16和16 Plus机型都可以在上市日期前后提货。相比之下，只有少数几个 Pro 型号可供提货，没有 Pro Max 型号可用。
When it comes to iPhone shipments:
说到 iPhone 的出货量：
- The U.S. accounts for ~32%
- China for ~20%
- Germany and the UK for ~5%
- 美国约占32％
- 中国价格约为20％
- 德国和英国的价格约为5％
Price Action: AAPL stock is down 2.69% at $216.56 at last check Monday.
价格走势：周一最后一次检查时，AAPL股价下跌2.69％，至216.56美元。
Now Read:
现在阅读：
- Apple Stock Slides as iPhone 16 Preorders Fall Short, Market Pressures Weigh In
- 由于iPhone 16的预购量不足，苹果股价下滑，市场压力加大
Image: Courtesy of Apple
图片：由苹果提供