Are iPhone 5c sales low or supplies high?

Image: abcnews.com

Image: abcnews.com

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.

This makes some sense of the rampant discounting seen on the 5C (which actually started at Walmart before launch), but doesn’t necessarily mean that iPhone sales as a whole are down …  Read more

Report claims iPad 5 & Retina iPad mini will sport 8MP rear cameras w/ larger aperture

iPad-camera

With Apple’s rumored next-generation iPads expected to be launching as early as this month, often reliable KGI analyst Ming-Chi Kuo is sharing some new details on the expected iPad 5 and second generation iPad mini. Kuo is still expecting both products to launch later this year sometime in 4Q13, but in his latest report claims that Apple is prepping a camera upgrade for the new iPads that would include a bump up from the current 5 megapixel iSight camera to 8 megapixels along with other improvements:

Apple could upgrade the camera as a selling point for the new iPad in a bid to increase competitiveness.

We expect the upgrade will include 8MP rear camera, up from 5MP, and larger aperture. Lens module ASP will rise 10-20% on this optics spec upgrade.

As a reminder, the new iPhone 5s includes a new five-element lens designed by Apple that also includes a larger a F2.2 aperture with an 8 megapixel sensor. The device also brings a sensor with a 15 percent larger active area, auto stabilization, and bigger 1.5 micron pixels.

That would indeed be a nice camera to put on iPads. Read more