Delayed China Mobile iPhone launch may be due to renegotiations based on 5c vs 5s sales

Photo: arstechnica.net

Photo: arstechnica.net

KGI’s Mingchi Kuo has suggested in a note to investors that the mystery of the apparent delay in the iPhone launching on the world’s largest carrier, China Mobile, may be due to last-minute renegotiations with Apple on volume discounts across the two new models.

We believe weak sales of iPhone 5C may trigger a re-negotiation of the Apple-China Mobile partnership. While previously we estimated that Apple originally planned the TD-LTE version would account for 30% of total iPhone 5C shipments, our latest survey indicates that demand for the TD-LTE iPhone 5C has declined dramatically due to 5S being far more popular than 5C among China Mobile subscribers [...]

We believe this would necessitate a re-negotiation of the Apple-China Mobile deal and therefore defer its finalization …

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iPhone 5s undisputed king at all four major U.S. carriers ever since launch

Canaccord_iPhone_survey

The iPhone 5s has retained its status as the best-selling smartphone at the four tier-1 U.S. carriers for the third month running, with the iPhone 5c taking third place after the Samsung Galaxy S4.

Data from Canaccord Genuity showed that the iPhone 5s has topped the sales charts at AT&T, Verizon, Sprint and T-Mobile every month since launch, reports AllThingsD.

“Our surveys indicated continued strong sales of the iPhone 5s, as it was by far the top selling smartphone at all four tier-1 U.S. carriers and at most channels where the smartphone launched globally,” analyst T. Michael Walkley explained in a note to clients. “Our surveys also indicated steady iPhone 5c sales with the smartphone’s color options and more affordable price point proving popular with its intended audience” …  Read more

iPhone market share in China more than doubled following 5s and 5c launch

counterpoint-china-iphone

Data from smartphone market intelligence specialist Counterpoint shows that iPhone market share in China more than doubled between September and October even before launching on the country’s biggest carrier, China Mobile.

Apple’s market share rose from just under 5 percent to 12 percent, taking it from 6th place to 3rd place, behind Samsung and Lenovo …  Read more

T-Mobile, regional carriers offering iPhone 5s and 5c for $0 down on Black Friday

iPhone-5s5c-deals

Update: It turns out this deal doesn’t provide much of a savings in the long run. T-Mobile is raising the monthly installment from $20 to around $27, so while you won’t have to put any money down up front, you’ll still be paying off the full cost of the device over the 24 month installment plan period.

According to a leaked internal memo posted by TmoNews, T-Mobile is going to be dropping the upfront price of both the iPhone 5s and 5c to $0 down on its usual instalment plans for Black Friday. That cuts the usual down payment for the iPhone 5s down from $149 and the iPhone 5c from $49. The deal will officially kick off on Friday and last through Sunday, but the report notes that “a select number of stores will be accepting orders from Thursday evening.” After getting your iPhone for $0 down, you’ll pay around $20 a month for 24 months on T-Mobile instalment plans.

Some regionals carriers are also gearing up for big discounts this Friday. Appalachian Wireless announced it will offer the 16GB iPhone 5, 5C or 5S for a penny on contract today only and nTelos will also have the iPhone 5c for $0 on Friday. Appalachian is also advertising the penny deal for Black Friday on its site, but no word if iPhones will be included after today. T-Mobile definitely beats Walmart’s best deal with the iPhone 5c for around $45 on contract, but we’re thinking other retailers and carriers might announce iPhone discounts for Black Friday too.

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Best Buy & Walmart Black Friday ads bring the year’s best Apple deals

From 9to5Toys.com:

Yesterday it was Target. Today the Best Buy and Walmart Black Friday / Thanksgiving deal advertisements are now official. Both ads feature heavy discounting on iPads, iTunes cards, iPods, Macs, and more. The most impressive deals at Walmart include an iPad mini for $299 with a free $100 gift card, and free gift card offers with the purchase of an iPhone 5c/5c. Best Buy offers up to $200 off a new Mac laptop, 15% off iTunes cards, and an Apple TV for $85.

While we haven’t seen Apple’s Black Friday deals for this year, it’s pretty safe to assume they won’t stray too far from the ‘education pricing for all’ strategy implemented at preceding Black Friday promotions.

Head over to 9to5toys for complete coverage of these ads and all others that have leaked thus far as well as best deals as they happen. Read more

Apple’s market share in Japan overtakes USA, with more to come

Apple Inc Starts To Sell New iPhone 5S And iPhone 5C

Photo: japantimes.co.jp

Apple’s share of the smartphone market in Japan has hit 37 percent, greater than the 36 percent share in the USA, reports the WSJ.

Sales got another boost in late September when NTT DoCoMo Inc., Japan’s largest wireless carrier, began offering the iPhone for the first time to its 61.8 million customers. Even before that, the iPhone was Japan’s best-selling smartphone, with a 37% market share in the six months ended Sept. 30, according to Tokyo’s MM Research Institute. That’s comparable to the iPhone’s 36% share in the U.S. in the third quarter, according to Kantar Worldpanel ComTech …  Read more