Initial wait times for Apple’s iPhone 18 Pro models in the pre-order phase are “lukewarm,” GF Securities analyst Jeff Pu said in a note to clients — as noted by MacRumors.
As a result, he’s trimmed his production estimates for both the company’s Pro lineup and the iPhone Duo, which isn’t expected to be available until next month.
iPhone 18 Pro pre-orders opened on September 12 in the U.S. and many other countries, and there’s now a 3-4 week wait time for iPhone 18 Pro Max models with 256GB and 512GB storage across all colors in the U.S., as well as for Burgundy 1TB models. Pu says there are 2-3 weeks for the Pro Max in Glacier across 256GB and 512GB options in China.
He thinks the lukewarm demand is due to limited spec upgrades and higher pricing, particularly for the larger storage tiers. Pu
Pu also expects the iPhone 18 Pro Max to lose some buyers to the iPhone Duo, whose pre-orders begin on October 16.
The analyst has lowered his iPhone 18 Pro and Pro Max production estimate to 72 million units because of constraints associated with the new variable aperture camera. Pu also separately cut his 2026 build estimate for the iPhone Duo from 7 million units to six million, which he puts down to production challenges with the hinge.
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