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Home > Latest

JPMorgan tracks Apple (AAPL.US) supply situation: iPhone 18 Pro series demand is strong, delivery lead times are rapidly extending.

date
22/09/2026
Zhito Finance APP has learned that JPMorgan released a research report stating that in the second week of the bank's tracking of Apple's (AAPL.US) product supply situation, delivery times were further extended, with the iPhone 18 Pro series increasing by an average of 4 days. Compared with the first week, the delivery time for the iPhone 18 Pro increased by 16 days (last year, the delivery time for the iPhone 17 Pro increased by 9 days from the first week to the second week), and the delivery time for the iPhone 18 Pro Max increased by 11 days (in the same period last year, the delivery time for the iPhone 17 Pro Max increased by 7 days from the first week to the second week).
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On September 22, the Honor Magic9 series, set to be released on September 28, will become the first official models to feature Alibaba's AI phone solution Qwen Intelligence. Honor Robot Phone will also support it. According to the introduction, the two parties have worked together to build vertical-domain models and solutions for next-generation AI phones based on Qwen Intelligence and Honor MagicOS, forging industry-leading phone Agent capabilities that enable phones to move from passive response to proactive service. Based on this solution, the comprehensive task accuracy rate reaches 91.8%, GUI operation speed is only 3.6s, more than 100 operation steps can be achieved for complex long-horizon tasks, and the end-to-end service closed-loop rate exceeds 90%. (Hard AI).
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