$Apple(AAPL.US) - UBS: IPHONE 17 DEMAND MAY LIMIT APPLE ASP GROWTH
UBS says Apple’s new iPhone 17 lineup shows mixed demand. Wait times for the entry-level model are longer year over year, especially in the U.S. (~18 days vs. 11 for iPhone 16) and China (~25 vs. 9), suggesting strength in the Base and Air variants. However, weaker demand for higher-end models and Apple’s pricing strategy—lower implied price for the Base offsetting hikes on Air and Pro—could cap average selling price upside in Q4 FY25.The copyright of this article belongs to the original author/organization.
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