Moderate Apple hardware lead times suggest better than forecasted June quarter, analyst says – Naples FL

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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.

iPhone 13 models

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.