Key Takeaways
1. Apple launched the iPhone 17 lineup, with preorders starting on September 12, showing greater interest than the iPhone 16 series.
2. Production for the iPhone 17 Pro Max, Pro, and standard versions is set to increase by 25% in Q3 2025, with longer wait times for these models.
3. The iPhone 17 Pro Max is the standout model, with production targets expected to rise by 60% compared to the iPhone 16 Pro Max.
4. The iPhone Air is experiencing a slower launch due to eSIM regulation issues in China, with lower demand indicated by shorter delivery times.
5. Current wait times for the iPhone 17 Pro and Pro Max are up to three and four weeks, while the iPhone Air and base iPhone 17 are expected to ship on launch day, September 19.
Apple recently revealed its latest iPhone 17 lineup last Tuesday. Preorders began on Friday, September 12. According to analyst Ming-Chi Kuo, initial preorder figures indicate that these new models are garnering greater interest than the iPhone 16 series did last year.
Production Plans Increase
Kuo mentions that the anticipated production for the iPhone 17 Pro Max, Pro, and standard versions in Q3 2025 is set to increase by 25% compared to the previous year. Additionally, the wait times for these three variants are slightly longer, which aligns with the insights from JP Morgan.
Pro Max Takes the Lead
JP Morgan has pointed out a growing interest in the standard iPhone 17, but Kuo emphasizes that the iPhone 17 Pro Max is the standout model in this collection. Production targets for this flagship device are expected to rise by around 60% when compared to the iPhone 16 Pro Max, despite similar delivery timelines. For context, JP Morgan reported that customers can expect to wait about four days for the iPhone 17 Pro and around 21 days for the iPhone 17 Pro Max, contrasting with the six and 20 days for the iPhone 16 Pro and 16 Pro Max in their initial preorder week.
Slower Start for iPhone Air
Interestingly, the new iPhone Air, which is thinner and lighter, has not seen as strong of a launch as the other models. This could be partly attributed to its postponed release in China due to eSIM regulation problems. Currently, preorders for the iPhone Air are set to ship on the launch day, suggesting demand may be lower compared to the iPhone 16 Plus, which had a two-week delivery time, according to Kuo. Nonetheless, Apple’s production strategy for the Air is about three times that of the iPhone 16 Plus, hinting that the company anticipates increased demand in the future.
The iPhone 17 series is still available for preorder on the Apple Store. In the United States, both the iPhone Air and the base iPhone 17 are expected to be delivered on launch day, September 19. However, the iPhone 17 Pro and iPhone 17 Pro Max are now experiencing wait times of up to three and four weeks, respectively.
Ming-Chi Kuo shared this information on X (as referenced above), with additional insights coming from JP Morgan via Investing, and Apple.
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