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需求强劲!iPhone 17预购首日交货时间比iPhone 16延长 尤其中国市场
AppleApple(US:AAPL) 智通财经网·2025-09-16 03:09

Core Viewpoint - The strong pre-order demand for the iPhone 17 series indicates robust market interest, particularly in China, where delivery times have significantly increased compared to previous models [1][2]. Group 1: Pre-order Demand and Delivery Times - The delivery times for all iPhone 17 models are longer than those of the iPhone 16, with the standard and Pro Max models experiencing the most significant delays of 8 days [1][4]. - In China, the average delivery time has increased by 17 days, reaching 27 days, which is the highest among all tracked markets [1][6]. - Other markets also show increased delivery times, with the UK seeing an 8-day increase to 18 days, and India experiencing a 3-day increase to 13 days [6]. Group 2: Production Capacity and Market Demand - Despite a reported 25% increase in planned production for the iPhone 17 standard, Pro, and Pro Max models, delivery times have still extended, indicating that demand is outpacing supply [7]. - The iPhone 17 Air's production is three times that of the iPhone 16 Plus, yet delivery times have not decreased, further emphasizing strong consumer demand [7]. - High demand for the Pro and Pro Max models continues, with their sales composition remaining high, reflecting consumer preference for premium models [6]. Group 3: Financial Projections - Goldman Sachs projects an 8% increase in iPhone revenue for Apple's fourth fiscal quarter, supported by strong pre-order demand and channel replenishment [2][7]. - The target price for Apple is set at $266, indicating over a 10% upside potential from the current stock price [2].