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, 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. Turning to the Pro SKUs, lead times continued to normalize across regions, with lead times for the iPhone 18 Pro and Pro Max decreasing by 5 days and 1 day w/w to 7 and 21 days, respectively. Pro lead times declined by 5-6 days across each of the regions we track, while Pro Max lead times remained unchanged across most regions. The latest readings bring global lead times for both models in line with the prior year, although there continues to be greater regional variability for Pro, particularly in China, where the average lead time has moderated to 1 day. In aggregate, the lead times for the Pro SKUs suggest