Apple iPhone 18 Pro wait times near zero: UBS data

What happened

UBS data across more than 30 markets showed average iPhone 18 Pro wait times fell two days in a week to nearly zero. Pro Max and Duo wait times each declined seven days, although the Duo remained in short supply with deliveries extending into late January. UBS kept its iPhone estimates unchanged.

Confirmed

Global impact / market context

Shorter waits can indicate that Apple is meeting demand more quickly, but they do not alone show whether customers are buying more or less. UBS sees the pattern as consistent with last year and left its December-quarter revenue and shipment estimates unchanged.

Analyst inference

UBS projects December-quarter iPhone revenue of $95.1 billion, up 11.5% year over year, and shipments of 87 million units, down 3.3%. The differing forecasts suggest higher revenue alongside fewer shipments; the article does not explain the reason.

Confirmed

What to watch

1. Check whether Pro wait times stay near zero, as UBS expects; a sustained change could alter its view of how quickly Apple is meeting demand. Analyst inference
2. Watch for legacy iPhone wait times to rise or Duo availability to change significantly next week; UBS says either could signal changing consumer behavior. Confirmed
3. Track whether Duo delivery estimates move in from late January and whether its seven-day wait-time decline continues, since current short supply differs from Pro availability. Analyst inference

Evidence

• seekingalpha.com