Apple’s latest release, the iPhone 17 series, has generated significant demand since its pre-order launch on September 12, 2023. The new models, particularly the orange iPhone 17 Pro Max, are facing shipping delays of several weeks, signaling strong consumer interest. Analyst Ming Chi Kuo reports that pre-order numbers for the iPhone 17 exceed those of last year’s iPhone 16 series.
Kuo’s insights indicate that the iPhone 17 Pro Max has emerged as a standout performer for Apple. He notes that first weekend pre-orders for the iPhone 17 series have surpassed those of the iPhone 16, suggesting a robust start for the new lineup. The analyst emphasizes that Apple has increased production for the iPhone 17, Pro, and Pro Max models by approximately 25% compared to their predecessors, reflecting heightened demand.
Production Insights and Leading Models
The production of the iPhone 17 Pro Max is particularly noteworthy, with Kuo estimating a year-on-year increase of around 60% compared to the iPhone 16 Pro Max. This boost in production aligns with the pre-order shipping delays, reinforcing its status as the most sought-after model in the new series.
The introduction of the vibrant orange variant has attracted immediate attention, with backorders occurring swiftly after the pre-order phase began. Kuo suggests this strong demand will positively influence Apple’s earnings report for the upcoming quarter.
Challenges for the iPhone Air Model
While the iPhone 17 series enjoys popularity, the new ultra-thin iPhone Air is experiencing weaker demand. Kuo points out that customers can still pre-order the iPhone Air and expect delivery on its release day, September 19, 2023. This model remains the only variant readily available at launch, with specific color options, such as Sky Blue and Space Black, currently open for pre-order.
The demand dynamics are shifting, with some colors, including Light Gold and Cloud White, beginning to show signs of increased interest. The shipping delays for these colors range from 7-10 days to 2-3 weeks, reflecting a growing consumer appetite.
Despite the lackluster initial demand for the iPhone Air compared to the iPhone 16 Plus from the previous year, Apple is set to ramp up production significantly, increasing output to approximately three times the level of the iPhone 16 Plus. Kuo speculates that while the iPhone Air may not appear compelling in specifications, hands-on experiences in stores could sway buyers toward making a purchase.
In summary, the iPhone 17 series has made a notable impact in the market with strong pre-order activity, especially for the Pro Max model. As Apple navigates the complexities of consumer preferences, it remains to be seen how the iPhone Air will perform in the coming weeks.
