Wall Street Journal backs up analyst reports that Apple is reducing component orders for iPhone 5c

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The Wall Street Journal is reporting that Apple is cutting component orders for the iPhone 5c by up to a third, reiterating the news that Apple is curtailing iPhone 5c production. This backs up a multitude of reports by industry analysts, which said that iPhone 5c demand is weaker than Apple’s initial expectations.

Apple told its Taiwanese assemblers Pegatron Corp. and Hon Hai Precision Industry Co. that shipments of the iPhone 5C in the fourth quarter would be cut, the people said. Pegatron, which analysts say assembles two thirds of the iPhone 5Cs, was told orders would be cut by less than 20%, said a person familiar with the matter. Hon Hai, which assembles the remaining low-cost iPhones, was told orders would be cut by a third, said two people familiar with the matter.

In the past, Apple CEO Tim Cook has cautioned against supplier shipments analysis as an indicator of sales performance, saying that Apple sources components from multiple manufacturers. However, the sheer number of independent reports about cuts to iPhone 5c suggests there is some underlying truth to the story. On the flip side, iPhone 5s sales seem to be booming, doing better than predicted.

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Production analysis disputes claims of 5s outselling 5c; forecasts combined sales of 50-55M in Q4

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KGI’s Mingchi Kuo, an analyst with an excellent track record, has disputed an earlier suggestion by web analytics company Localytics that the iPhone 5s is outselling the 5c three-to-one, suggesting that actual sales are closer to 50/50 – with 5c sales actually likely to be somewhat higher.

KGI estimates that the 9M initial sales comprised 3.5-4.5M iPhone 5s, and 4.5-5.5M iPhone 5c.

The confidential briefing document points out that analytics data is based on activation (or, more specifically, use of the phone to browse the web and run certain apps), which is not the same as sales. KGI’s estimates are based on production numbers …  Read more

New report claims China leads demand for iPhone 5s over 5c, 78% of new iPhones globally are 5s

How many of those 9 million first weekend sales were for the iPhone 5s vs the iPhone 5c? There’s been a lot of speculation about how many of each device Apple is selling, and whether or not lack of availability of the gold iPhone 5s is due to low supply or simply the higher demand. Apple is staying quiet on the breakdown of 5s units vs 5c, but today we get some solid insight from Localytics after the research firm tracked over 20 million unique active iPhones since launch day on Friday.

72 hours after the launch of the new devices, Localytics found that China, not the U.S., had the highest relative share of iPhone 5s vs 5c sales.

Globally an average of 78% of new iPhones sold were iPhone 5s models, while China came in at 91% 5s. It’s somewhat surprising considering analysts have largely expected the 5c to do well in China and other emerging markets, but the report speculates that the fact that gold is a popular color in the country could be driving higher demand for the 5s.That compares to the U.S. at 76% and an average of 82% in other countries. It appears the UK has the highest share of 5c sales as “the only country that didn’t have at least a 3 to 1 ratio of 5s  to 5c activations.”

Localytics also tells us that currently “the U.S. accounts for 68% of all active iPhone 5s and 5c devices worldwide, with Japan in second place with 13% of 5s and 5c’sRead more

iPhone 5s stock in China sells out almost instantly, suggesting supply is low for rest of world

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Unlike the rest of the world, China and Hong Kong can reserve the iPhone 5s starting today. However, just minutes after the phone became available, most models and colors sold out across the country.

At the time of writing, only the 16 GB ‘space grey’ SKU’s remain available for reservation. All other models have sold out and are “currently unavailable” according to the online store. Sina reported on the phenomenon, noting that the gold model, in particular, was in high demand… Read more

Designing an iPhone 5c/5s case? Here are your official Apple schematics

iphone-5s-smalliPhone 5s schematic, click to enlarge. 5c below

Apple has updated it guidelines (PDF) for case manufacturers to include specific requirements and schematics for the iPhone 5s and 5c. As expected, the 5s schematics are similar to the iPhone 5 since the outer shell is largely unchanged.

The 5c design is more distinct from the 5, because while the internal layout is nearly identical, the exterior plastic casing is very different. See below for the 5c’s schematics.

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T-Mobile offering $0 down on iPhone 5c, $99 down on iPhone 5s with monthly installment plan

Following announcements from Walmart, Radioshack and others, T-Mobile is the latest to announce availability of Apple’s recently unveiled iPhone 5s and iPhone 5c. We already know the two devices will be landing on all of Apple’s major US carrier partners (as well as in a handful of other countries on Sept. 20, and T-Mobile confirmed today it will be kicking off preorders for the 5c on September 13, the preorder date previously announced by Apple. The real news here is that T-Mobile’s new Uncarrier plans mean that the iPhone 5c will sell for $0 down with the $528 price tag paid through 24 monthly installments of $22. It will also offer the iPhone 5s for $99 down and 24 monthly payments of $22.91 to make up the $649 retail price.

As a reminder, Apple and most of its partner will sell the new iPhone 5s for $199 on contract and the new iPhone 5c for $99 on contract (for the 16GB models). T-Mobile’s full retail price works about to around the same as Apple’s, but it’s 5c price is a little lower than the $549 Apple is listing. That doesn’t mean we won’t see lower prices on the device at launch. Walmart already announced that it will soon begin accepting preorders for the 5c at $79 on contract and the 5s at $189.

Apple’s new iPhones will also become available in Australia, China, Canada, Germany, France, Singapore, the UK, and Japan later this month on September 20.