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Estimated delivery times for Apple products show that the Mac and Apple Watch may be the most supply constrained, but the overall impact is still modest, JP Morgan says.
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In a note to investors seen by AppleInsider, JP Morgan analyst Samik Chatterjee analyzes Apple lead times, or the time it takes for a customer to receive their order after purchase. Lead times aren’t always an accurate assessment of demand, but can shed light on supply demand balance.
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