Apple's iPhone 17 lineup performed better over the Black Friday week than the iPhone 16 series in the same period last year, as per JPMorgan's iPhone 17 Availability Tracker.
JPMorgan: Apple's iPhone 17 lineup is currently commanding longer year-over-year lead times of around 6 days vs. 4 days for last year's iPhone 16 lineup
JPMorgan has now published the results of its weekly iPhone 17 Product Availability Tracker, noting:
- As per the latest available data, the lead times for the iPhone 17 lineup increased by 1 day week-over-week, which is largely "in-line with seasonality for this time of the year due to Black Friday-related increase in consumer demand."
- On average, the iPhone 17 lineup is currently commanding longer year-over-year lead times of around 6 days vs. just 4 days for last year's iPhone 16 lineup, implying a better demand environment.
- Critically, the lead times for the base iPhone 17 remain mired in the double-digit days range, indicating that Apple's supply ramp-up is still failing to keep pace with the oncoming demand for the popular model.
- The base iPhone 17 model remains the primary driver of the heightened demand for the iPhone 17 lineup.
- As per the latest data, the lead times for the iPhone Air increased by 2 days relative to the previous week.
- The lead times for the iPhone 17 Pro also increased by 2 days relative to the previous week.
- The lead times for the iPhone 17 Pro Max increased by 1 day relative to the previous week vs. an increase of 2 days for the iPhone 16 Pro Max in the comparable period of last year.
This comes as Counterpoint Research recently showed that Apple's iPhones constituted a quarter of all smartphones sold in China during October – a milestone that Apple managed to hit only once before, back in 2022.
The report also noted that smartphone sales in China rose by 8 percent year-over-year in October, largely driven by a 37 percent year-over-year surge in the sale of Apple's iPhones, with 80 percent of those sales concentrated in the new iPhone 17 lineup.
Also, another Counterpoint Research report - released towards the end of November - projected that, for the first time in over a decade, Apple will clinch the proverbial crown for the global smartphone market, leaving Samsung as the runner-up.
Specifically, Apple is likely to end the ongoing year with a 10 percent year-over-year growth in iPhone shipments, which would take its share of the global smartphone market to 19.4 percent - the highest among global smartphone OEMs.
About the author: Writing is my one incontrovertible passion. Over the past six years, he has authored over 2,200 distinct articles on financial and tech-related topics, spanning nearly 1 million words. And he has been a member of Wcctech mobile team since 2025. As an alumnus of the University of Toronto, Rotman Commerce Program, I bring nuance, in-depth knowledge, and a unique perspective to every topic that I cover. When I'm not writing, I'm traveling the world, exploring hidden confectionaries and restaurants as an aspiring food connoisseur.
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