iPhone 13 supply largely meets demand, MacBook Pro still constrained

Analysis of Apple delivery estimates suggests that iPhone supply has largely met demand, while there are continued constraints for the MacBook Pro, according to Goldman Sachs.

New MacBook Pro models
In a note to investors seen by AppleInsider, Goldman Sachs analyst Rod Hall took a look at lead times in the seventh week of availability for the iPhone 13 and iPhone 13 Pro and the thirteenth week of M1 Pro and M1 Max MacBook Pro availability. Lead times, or the time it takes for an order to be delivered, can be an indication of supply demand balance.

Read more...