Two weeks after the launch of the iPhone 17 series, Apple is still struggling to keep up with demand for its latest smartphones.
Three of the four new iPhone models Apple unveiled on September 9 have been sold out online since the preorder period. Apple ran out of iPhone 17 Pro Max stock within 15 minutes on September 12, the first day of preorders. By the following Monday, the iPhone 17 Pro and standard iPhone 17 models were sold out. The iPhone Air remained generally available. BGR’s checks on September 26, a week after the new iPhones started selling in retail stores, showed that supply was significantly constrained in North America, Europe, and Asia for three iPhone 17 models, while the iPhone Air was generally available.
Since then, Morgan Stanley has released a research note that says the new iPhones have seen demand that was «modestly stronger than we originally expected», with the ultra-slim iPhone Air being the only exception. Per MacRumors, the analysts looked at the shipping delay estimates for the new iPhones combined with data from unidentified Apple supply chain companies.
«Our supply chain checks suggest an iPhone 17 build increase is likely imminent», Morgan Stanley analyst Erik Woodring said in the note.
