Apple: Product Availability Tracker Wk7: Extended Duo Lead Times Persist; Pro Lineup Lead Times Suggest Resilient Demand Despite Price Increases

In Week 7 of our Apple Product Availability Tracker, delivery lead times for the iPhone Duo continue to track at around three months (94 days on average globally), with limited revisions from the initial readings last week. With Duo remaining unavailable for in-store pickup across all the regions we track, we believe delivery expectations are unlikely to change meaningfully until supply availability improves. Pro lead times continued to normalize: global lead times for the iPhone 18 Pro and Pro Max decreased by 5 days and 1 day w/w to 7 and 21 days, respectively, now in line with the 17 Pro and Pro Max at 7 and 21 days a year ago. By region, the US tracked at 8 and 21 days, China at 1 and 22 days (some Pro configurations deliverable in as little as three hours), Germany at 9 and 22 days, and the UK at 8 and 19 days. In aggregate, Pro lead times suggest resilient demand relative to last year despite the increase in pricing, while Duo demand is a positive indicator of consumer interest i