Monday September 18, 2023 $177.97+$2.96 (+1.69%)
Sept 18, 2023 3:06:10 GMT -8
Luckychoices, artman1033, and 3 more like this
Post by CdnPhoto on Sept 18, 2023 3:06:10 GMT -8
Good Morning all,
AAPL is currently trading at $175.65 +0.64 (+0.37%) in the premarket.
I've been travelling for the last couple of weeks. Did an official around the world, eastbound. Did I miss anything?
Dan Ives reporting that pre-orders for iPhone 15 series are 10% to 12% higher than the iPhone 14 series, with a skew to the Pro and Pro Max models
Forbes has: Apple iPhone 15 Pro Max Release: Insider Reveals Surprising Details
AAPL is currently trading at $175.65 +0.64 (+0.37%) in the premarket.
I've been travelling for the last couple of weeks. Did an official around the world, eastbound. Did I miss anything?
Dan Ives reporting that pre-orders for iPhone 15 series are 10% to 12% higher than the iPhone 14 series, with a skew to the Pro and Pro Max models
Forbes has: Apple iPhone 15 Pro Max Release: Insider Reveals Surprising Details
Pre-orders for the iPhone 15 series are well underway before the phone’s release instore on Friday, September 22. Here’s a full countdown to everything that happens between now and then, so you don’t miss a thing. Now, reliable analyst Ming-Chi Kuo has weighed in on what’s happened so far and what it means for iPhone customers.
Pre-orders began last Friday—although there was a clever way to jump to the head of the line—and seem to be going strong. According to Ming-Chi Kuo from TFI Securities in a new Medium post, demand for certain models is strong. Specifically, for the iPhone 15 Pro Max, it’s “robust, as previously expected, outpacing last year’s iPhone 14 Pro Max.” That’s why delivery dates for some versions have already slipped into November. But it’s not just down to stronger demand, it seems. Kuo says, “Wait times for the iPhone 15 Pro Max are significantly longer than for other models, but this is more than just due to high demand. Current iPhone 15 Pro Max shipments are lower due to a later mass production schedule, and its current production challenges are more pronounced than other models.”
There are other details. Kuo says, “Demand for the two standard iPhone 15 models is roughly on par with last year.”
And one big surprise, for me at least: “Demand for the iPhone 15 Pro is weaker than last year, with one possible reason being a shift of more premium users to the iPhone 15 Pro Max this year.” Kuo’s logic makes perfect sense but there’s still some surprise here. In the U.K. for instance, the 15 Pro is priced at $1,237 (£999), which is $123 (£100) less than the iPhone 14 Pro—this is one of the most under-reported stories of the new iPhone.
The report also says that while the comeback of Huawei in China will have an impact on the iPhone, pre-orders don’t reflect this as “Those who pre-order iPhones are core users or Apple fans, not the target customers for the current Huawei phones.”
Pre-orders began last Friday—although there was a clever way to jump to the head of the line—and seem to be going strong. According to Ming-Chi Kuo from TFI Securities in a new Medium post, demand for certain models is strong. Specifically, for the iPhone 15 Pro Max, it’s “robust, as previously expected, outpacing last year’s iPhone 14 Pro Max.” That’s why delivery dates for some versions have already slipped into November. But it’s not just down to stronger demand, it seems. Kuo says, “Wait times for the iPhone 15 Pro Max are significantly longer than for other models, but this is more than just due to high demand. Current iPhone 15 Pro Max shipments are lower due to a later mass production schedule, and its current production challenges are more pronounced than other models.”
There are other details. Kuo says, “Demand for the two standard iPhone 15 models is roughly on par with last year.”
And one big surprise, for me at least: “Demand for the iPhone 15 Pro is weaker than last year, with one possible reason being a shift of more premium users to the iPhone 15 Pro Max this year.” Kuo’s logic makes perfect sense but there’s still some surprise here. In the U.K. for instance, the 15 Pro is priced at $1,237 (£999), which is $123 (£100) less than the iPhone 14 Pro—this is one of the most under-reported stories of the new iPhone.
The report also says that while the comeback of Huawei in China will have an impact on the iPhone, pre-orders don’t reflect this as “Those who pre-order iPhones are core users or Apple fans, not the target customers for the current Huawei phones.”