Jefferies sees weaker iPhone 18 Pro demand: immediate delivery in China and discounts of up to 9%
Jefferies believes demand for Apple's iPhone 18 Pro and Pro Max is showing signs of slowing, according to a note from analyst Edison Lee. In China delivery times fell to zero days, versus six and 25 days a year earlier, and PDD is offering discounts of about 6% and 9%. Since September 29, resale prices for all Pro variants have been below their original sale price. Jefferies also reports order cuts of 10% to 15% for some components.
In 40 seconds
- Jefferies flags weak demand for the iPhone 18 Pro and Pro Max, per analyst Edison Lee
- China delivery times dropped to zero days, versus six and 25 days a year earlier
- PDD has offered discounts of about 6% on the Pro and 9% on the Pro Max since October 16
IASummary generated by artificial intelligence from a story by Revista ADVFN. It may contain errors: the original source prevails.




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