JPMorgan Chase analysis: iPhone 15 series delivery lead time continues to drop, market demand declines

News on October 24, JPMorgan Chase analyst Samik Chatterjee recently released a report stating that iPhone The sales popularity of the 15 series is gradually fading. According to his analysis, the delivery lead time of the iPhone 15 series has been declining for four consecutive weeks. The current average delivery time of the iPhone 15 is only 1 day, while the iPhone 15 series delivery lead time has been declining for four consecutive weeks. 15 Pro and iPhone 15 Pro Max were 15 days and 25 days respectively. These data are lower than the performance of the iPhone 14 series when it was launched last year.

According to the editor’s understanding, Ivan Lam, a senior analyst at market research company Counterpoint, also said that iPhone The stocking volume of the 15 series is currently around 80 million units, slightly less than 80 million units. Apple may adjust its production plan for the first quarter of 2024 based on sales in October and November. In addition, many investment banking institutions predict that the iPhone 15 shipments will be between 70 million and 80 million units, down from more than 90 million iPhone 14 units in the same period last year.

At the same time, yesterday (October 23), #iPhone 15 price plummeted for all series# topped the list of hot searches. iPhone Among the four models of the 15 series, almost all storage versions have no premium, even the high-profile iPhone 15 Pro and iPhone 15 Pro Max, its maximum price reduction is close to 1,000 yuan.

Bloomberg analysts pointed out that the sales performance of Apple’s latest iPhone 15 series in the Chinese market was not satisfactory. Data from market research institutions show that iPhone Sales of the 15 series dropped 4.5% within 17 days of its launch in China compared with the previous generation. This data reflects that the iPhone 15 series faces certain sales pressure in the Chinese market.

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