First to the punch was Localytics, who used iPhone connections to mobile and web apps to come up with an estimate of three to one in favor of the 5s. KGI’s Mingchi Kuo disagreed, using supply chain analysis to put the figures closer to 50/50, and suggesting that, if anything, sales of the 5c might be slightly higher. Now we have Consumer Intelligence Research Partners (via AllThingsD) using consumer surveys to suggest that the 5s is outselling the 5c two-to-one … Read more
KGI’s Mingchi Kuo, an analyst with a solid track-record, and the man who came closest (almost) to calling opening weekend sales of the iPhone, now believes Apple shipped ‘just’ 11.4M iPhone 5c handsets in September, rather than the 17M he had earlier forecast, reports Business Insider.
Kuo is now estimating Apple shipped 11.4 million 5Cs in the September quarter, a 33% drop from his original estimate. He also says he expects 5C sales to be just 10.4 million units for the December quarter, a 10% sequential drop.
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
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’s: Read more
Morgan Stanley is estimating that iPhone sales for Q3 (Apple’s fiscal Q4) will hit 34.5M, 28 percent higher than the 26.9M sold in the same quarter last year, reports Fortune.
Apple had only just begun taking iPhone 5C pre-orders Sunday when Morgan Stanley’s AlphaWise Smartphone Tracker closed the books on Q3 2013, but the survey had already registered a bump in buyer interest in the company’s line of smartphones … Read more
The latest numbers from IDC, ABI and Strategy Analytics (the latter not yet online) paint an interesting picture of where the smartphone business currently stands, and where the iPhone sits within it.
The overall picture for smartphones is, of course, strong. IDC reports:
In the worldwide smartphone market, vendors shipped 237.9 million units in 2Q13 compared to the 156.2 million units shipped in 2Q12. This represents 52.3% year-over-year-growth, the highest annual growth rate in five quarters. Second quarter shipments were up 10.0% when compared to the 216.3 million units shipped in 1Q13.
While ABI pegged the year-on-year growth at a significantly lower 44 percent, it’s clear that much of the traditional featurephone market is switching to smartphones.
The high-end also remains strong, with both the iPhone and Samsung S4 outpacing the smartphone market as a whole, though both sets of figures show iPhone growth at a long-time low … Read more