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iPhone 17 Series First-Weekend Preorder Takeaways: 1. Conclusion: First-weekend preorder demand for the iPhone 17 lineup outpaced last year’s iPhone 16. 2. For the Pro Max, Pro, and standard models, planned 3Q25 production is about 25% higher YoY, while estimated delivery lead times are only ~1 week longer, suggesting stronger combined preorder demand across these three models. 3. The iPhone Air is available in stock at launch, which on the surface looks softer than the iPhone 16 Plus last year (2 weeks delivery time). However, the Air’s 3Q25 build plan is roughly 3x (~+200% YoY) that of the 16 Plus in 3Q24, and there’s no direct historical analog for its positioning in the lineup. A fair assessment of demand will require observing sell-through over a longer period. 4. The Pro Max remains the demand leader. 3Q25 production builds for the iPhone 17 Pro Max are up roughly 60% YoY vs. 16 Pro Max, yet delivery lead times are similar. 5. The iPhone 17’s stronger preorders should support Apple’s 3Q25 results, but the boost to supplier share prices may be limited, as investors remain focused on the step-change product cycle expected to begin next year and the potential benefits for the supply chain.
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