Elevated Mac & iPad growth to continue for years, analyst says

Extended lead times for Apple's Mac and iPad lineups suggest that the 'best days' for the products are still ahead despite easing of pandemic-era restrictions, according to Loup Ventures.Credit: AppleLoup Ventures cofounder and analyst Gene Munster recently analyzed Mac and iPad lead times, or the expected shipment date after an order is placed. Spot checks of estimated order delivery suggest that Apple was correct in its guidance that demand would be supply gated, and not demand-gated. Read more...