18-03-2020 22:26 via feedproxy.google.com

Some key Apple products are showing improved supply

Loup Ventures has been tracking lead times of four key Apple products in 13 countries since mid-February 2020 and recently found supply has improved over the past two weeks. amid the global COVID-19 coronavirus pandemic.
Gene Munster for Loup Ventures:iPhone (~52% of revenue) supply, as measured by the lead times of iPhone 11 64GB and iPhone 11 Pro 64GB, is now (March 17) an average of 2.0 days compared to a peak of 6.7 days on March 4. AirPods (~4% of revenue) supply, as measured by AirPods Pro
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