JPMorgan Confident in Apple (AAPL) as iPhone 17 Demand-Supply Reaches Parity [Yahoo! Finance]
Apple Inc. (AAPL)
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Source: Yahoo! Finance
According to the firm's survey checks, Apple's iPhone 17 lead times have moderated by a few days this week from last week. “In Week 15 of our Apple Product Availability Tracker, lead times across the iPhone 17 series moderated by three days, relative to unchanged lead times observed from Wk14 to Wk15 in the prior year for iPhone 16, with average lead times now tracking at ~3 days, which is in line with the prior year.” Pixabay/Public Domain The firm noted that this moderation implies that demand and supply are reaching a balance, and that this may reduce concerns about supply constraints heading into F2Q26. “The company has in most product cycles reached parity of demand and supply towards the end of the year, and the same appears to be the case with the iPhone 17 series cycle, where the higher y/y demand drove extended delivery times for most part of the post-launch quarter. While the demand-supply parity implies that there will be limited supply constraints to worry about in
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