Apple's iPhone Duo Buyers Face a Wait That Could Stretch Into January

What happened

Bank of America analyst Wamsi Mohan reiterated a Buy rating on Apple on Monday. He said the iPhone Duo's global average delivery wait was 79 days as of Oct. 26, more than a week after launch, while iPhone 18 Pro delivery times fell to four days from eight.

Confirmed

Global impact / market context

Long waits for the iPhone Duo mean buyers may wait into January for delivery, which can delay when Apple records revenue from those sales. Shorter waits for the iPhone 18 Pro suggest its supply is catching up with demand, so its sales may convert to revenue sooner.

Analyst inference

Apple's own website showed average iPhone Duo waits of 91 days, while U.S. wireless carriers showed 57 days, up from 50 a week earlier. This gap means carrier channels, which are phone service providers, have better stock than Apple's direct sales.

Analyst inference

What to watch

1. U.S. carrier delivery times for the iPhone Duo rose to 57 days from 50 days the prior week, while Apple's website averaged 91 days across storage and color options. Confirmed
2. Watch whether Apple narrows the iPhone Duo delivery gap between its website and carriers, since faster shipping would signal that production is catching up with buyer demand. Proposed
3. Track iPhone 18 Pro delivery times, now four days, versus the iPhone Duo's 79 days, because steady Pro supply suggests Apple is shifting available stock toward its standard models. Analyst inference

Evidence

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