
This is likely the second to last iPhone update of this cycle. We are down to the point where one color (White Titanium) is driving most of the backlogs. As we noted several of the last few iPhone backlog analyses, White was also the problem color in last year’s cycle.
Long story short, things appear backlogged one to two weeks at most across both the iPhone 16 Pro and Pro Max models. This is quite different from the shortages experienced during COVID but in line with what we saw in 2019.
PDF is below.
