Overview

• Counterpoint Research reports the iPhone 17 lineup sold 14% more units than iPhone 16 models in the first 10 days across the U.S. and China.
• The base iPhone 17 nearly doubled sell-through in China versus last year’s entry model, with overall base-model sales up about 31% on stronger specs at the same price.
• In the U.S., the iPhone 17 Pro Max is ramping faster as major carriers lifted top trade‑in subsidies by roughly $100, tilting demand toward the premium tier.
• Supply-watchers told the Financial Times that delivery wait times are about 13% longer than last year, a typical sign that initial demand overshot forecasts.
• Analysts have nudged expectations higher, with Visible Alpha pointing to roughly 4% iPhone revenue growth this fiscal year, even as some firms such as Jefferies urge caution on sustainability.