JPMorgan: iPhone 18 Pro demand 'healthy' as lead times barely ease

JPMorgan called iPhone 18 Pro demand "healthy" after week-three delivery waits showed only limited pullback from the prior week's surge. Average lead times jumped to 23 days from 7 for the Pro and to 30 days from 19 for the Pro Max, steeper than the iPhone 17 Pro cycle a year earlier.

• iPhone 18 Pro lead times rose to 23 days from 7 in week one
• iPhone 18 Pro Max waits increased to 30 days from 19
• A year ago iPhone 17 Pro waits rose by 9 and 7 days
• Foldable iPhone Duo pre-orders open October 1