Apple Anticipates Increased Demand for iPhone 17 Series, According to Morgan Stanley Analysis
Analysis from Morgan Stanley suggests that Apple is preparing to increase production of its forthcoming iPhone 17 series. Projections for 2025 indicate an upward revision in order volume, from the initial estimate of 84-86 million units to a figure in the low 90 millions.
This production surge is predominantly focused on the iPhone 17 Pro and iPhone 17 Pro Max models. Initial market demand for the iPhone Air variant has been lower than anticipated. The revised strategy reflects Apple’s adaptation to the elevated demand observed for the Pro and Pro Max models.
[Image of iPhone 17 Pro and Pro Max] (Note: Original image URL provided in the source document).
Morgan Stanley analysts attribute the anticipated surge in demand to a significant user base upgrading from older iPhone models. This trend is expected to persist, potentially benefiting the iPhone 18 series and the anticipated foldable iPhone slated for a late 2026 launch.
The firm currently projects Apple’s iPhone sales to reach 243 million units in the subsequent year. This projection is subject to potential growth, with a possible sales volume of 270 million units if the iPhone Fold and Apple Intelligence features generate considerable market interest. The ultimate sales figures are contingent upon consumer adoption of the new technologies.
Key iPhone 17 Models:
- iPhone 17 Pro
- iPhone 17 Pro Max
- iPhone 17 Air
Source: (Not Provided in original document)
