$AAPL - JEFFERIES WARNS IPHONE 18 DEMAND IS WEAKENING Jefferies says demand for Apple's iPhone 18 Pro and Pro Max is deteriorating, citing…
$AAPL - JEFFERIES WARNS IPHONE 18 DEMAND IS WEAKENING
Jefferies says demand for Apple's iPhone 18 Pro and Pro Max is deteriorating, citing shorter delivery times and falling resale prices.
In China, lead times have dropped to zero, while reported component order cuts reach 10–15%.
Meanwhile, the foldable iPhone Duo has 90+ day wait times.