iPhone 17 Demand Strong, with the Pro Max the Star Performer
Production of the iPhone 17 series is about 25% higher year-on-year, with the Pro Max model's production increasing roughly 60%, reflecting robust preorder demand.
- Apple launched the new iPhone 17 series, with pre-orders starting on September 12, 2025, and availability set for September 19 in key markets including the US and China.
- The launch followed Apple's tradition of an annual September event and came amid strong initial demand signals for the iPhone 17 lineup, particularly the Pro Max model.
- Production volume of the iPhone 17 Pro Max increased about 60% year-over-year for the third quarter, and shipping times for the Pro models have extended, indicating strong demand.
- Analysts note that lead times for the iPhone 17 base and Pro Max stretch from 14 to 24 days, with the Pro Max in highest demand, while some caution that early data might overestimate sustained popularity.
- The strong sales momentum for the iPhone 17 Pro Max suggests positive revenue impact, but market watchers remain cautious due to mixed signals from shorter lead times and anecdotal reports on other models' demand.
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