X @郭明錤 (Ming-Chi Kuo)

iPhone 17 Series First-Weekend Preorder Takeaways:1. Conclusion: First-weekend preorder demand for the iPhone 17 lineup outpaced last year’s iPhone 16.2. For the Pro Max, Pro, and standard models, planned 3Q25 production is about 25% higher YoY, while estimated delivery lead times are only ~1 week longer, suggesting stronger combined preorder demand across these three models.3. The iPhone Air is available in stock at launch, which on the surface looks softer than the iPhone 16 Plus last year (2 weeks delive ...