Gene Munster(@munster_gene):iPhone 18 Pro model lead times continue to point to a successful cycle split. $AAPL As of this morning, lead times for Pro and Pro Max are still 4% and 3% higher than they were a year ago, which is a positive given I would've expected shorter lead times this year because of Duo cannibalizing Pro models. As a point of reference, the lead times for the 18s were 15% and 18% higher than the 17s on launch day:

Gene Munster

@munster_gene

Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are personal and not investment advice. 🚀

参加 July 2019

145 フォロー中 102.8K ファン

Gene Munster@munster_gene

2026.09.22 16:55

iPhone 18 Pro model lead times continue to point to a successful cycle split. $AAPL As of this morning, lead times for Pro and Pro Max are still 4% and 3% higher than they were a year ago, which is a positive given I would've expected shorter lead times this year because of Duo cannibalizing Pro models. As a point of reference, the lead times for the 18s were 15% and 18% higher than the 17s on launch day: