*Walter Bloomberg|11月 03, 2025 14:17
AAPL - STRONG DEMAND FOR IPHONE 17 BASE MODEL CONTINUES
Jefferies said Apple’s iPhone 17 base model remains the strongest performer in the lineup, showing steady demand across major markets. Analyst Edison Lee noted stable delivery times and rising U.S. demand, while the 17 Pro Max also performs well.
Apple reportedly cut iPhone 17 Air orders by 4 million but increased others by 10 million, reflecting a shift toward higher-end models.
Jefferies said strong demand is driven by no price hikes in three years and the new orange color, popular among young buyers. However, the firm warned that the current product mix may pressure profit margins despite Apple’s forecast of 10–12% revenue growth this quarter.(*Walter Bloomberg)
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