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Jefferies warns of weakening demand for Apple iPhone 18 Pro/Pro Max, with delivery times in the Chinese market shortened to zero.
Jefferies noted that demand for Apple's iPhone 18 Pro and Pro Max is weakening, citing shorter delivery times and falling resale prices. In the Chinese market, delivery times have dropped to zero, alongside reports of component order cuts of 10-15%. However, the foldable iPhone Duo still has a waiting time of over 90 days.
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