大摩：苹果供应链改善，iPhone16较15系列交货时间下降

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大摩：苹果供应链改善，iPhone16较15系列交货时间下降

智通财经10-16

智通财经获悉，据摩根士丹利称，苹果公司(AAPL.US)iPhone 16的总体交货时间同比下降，但Pro和Pro Max机型的交货时间最近有所增加，因为苹果AI功能Apple Intelligence的第一阶段预计将于10月28日推出。总体而言，iPhone 16的基本款、Plus、Pro和Pro Max在发布一个月后的交货时间都比iPhone 15短。在这个周期中，所有iPhone 15型号的...

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15型号的平均交货时间为20.9天。根据摩根士丹利的数据，目前所有iPhone 16型号的平均交货时间为13.25天。但是，最近iPhone 16 Pro和Pro Max的交货时间分别增加了2天，达到20.5天和27.5天，因此需求正在增加;这仍然低于去年机型的34.8天和27.5天。以Erik Woodring为首的摩根士丹利分析师在周二的一份报告中表示：“我们对供应链的检查表明，在这一轮周期中，苹果要求供应商比通常的模式更早地准备零部件库存，以避免供应紧张，而在过去的周期中，供应短缺使新款iPhone Pro/Pro Max的供需失衡持续了数月。我们认为，更好的供应条件是iPhone这个周期的交货时间比最近几个周期短的原因之一。”Apple Intelligence的第一阶段预计将于10月28日发布，届时苹果将向美国用户发布iOS 18.1更新。这次更新将包括新的写作工具、新的Siri界面、文本和邮件摘要、照片的“清理”功能、音频转录和Safari浏览器的改进。该公司将在12月的iOS 18.2更新中推出更多的Apple Intelligence功能。然而，非英语版本的更新预计要到2025年3月才会发布。其次，摩根士丹利还指出，售价499美元左右的iPhone SE4将使苹果能够进入低端智能手机市场，该市场在全球拥有8.37亿美元(合1590亿美元)的潜在市场，预计将于2025年3月发布。此外，对苹果来说，另一个可能的催化剂是为Apple Intelligence打造的新款iPad 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