Morgan Stanley analysts said that the supply and demand of the iPhone 12 and iPhone 12 Pro series seem to be stabilizing, and the delivery time is stable or fully eased.
Morgan Stanley analyst Samik Chatterjee wrote in the iPhone shipping time tracking instructions that the shipping time for iPhone 12 Pro and iPhone 12 Pro Max has been shortened.
The delivery time of the iPhone 12 Pro is still very long, with an average of more than 20 days in the entire region tracked by the bank, the delivery time of the iPhone 12 and iPhone 12 mini seems to be stable and much shorter.
For example, the delivery date of the iPhone 12 and iPhone 12 mini models is 4 days on average. For iPhone 12 Pro and iPhone 12 Pro Max, they are 26 days and 18 days respectively.
In the United States, consumers need about 29 days to receive iPhone 12 Pro, 19 days to receive iPhone 12 Pro Max, and 4 days to receive iPhone 12 or iPhone 12 mini. Except for the iPhone 12 Pro, which cannot be picked up, the store pickup time for other models is only one day.
Although all iPhone 12 and iPhone 12 Pro still cannot be picked up in stores in China, the pick-up time in China is shorter than that in the United States. The pick-up time for iPhone 12, iPhone 12 mini, iPhone 12 Pro, and iPhone 12 Pro Max has been reduced respectively. To 2 days, 1 day, 23 days, and 11 days.
In Germany, buyers who purchase iPhone 12 or iPhone 12 mini need about 10 days to ship. For iPhone 12 Pro and iPhone 12 Pro Max, it is 25 days and 21 days. None of these four models can be picked up in retail stores in the country.
Finally, in the UK, the delivery time of iPhone 12 and iPhone 12 mini is only one day, while the delivery time of iPhone 12 Pro and iPhone 12 Pro Max is 25 days and 22 days. Except for the iPhone 12 Pro which is not yet on the market, other models can be picked up at retail stores within one day.
Although the supply and demand relationship seems to be stabilizing, Chatterjee wrote that the long delivery time of the iPhone 12 Pro model still indicates strong demand.