5C Stories October 16, 2013

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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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5C Stories October 9, 2013

Apple’s guidelines now officially allow developers to use all colors of iPhone 5s in marketing

Alongside the launch of the 5s and 5c, Apple has adjusted its marketing guidelines for App Store developers in response to the wider color palette of iPhones now on sale. Apple now officially allows developers to include iPhone models other than black in their marketing.

Up to now, developers were only supposed to use black iPhones although it is well known that Apple never really enforced these requirements. As such, many developers have used white iPhones in PR images over the years regardless of the regulations. Now though. developers are free to use gold or white colored devices in their marketing at will.

5C Stories October 3, 2013

Best Buy giving out $50 gift cards with iPhone 5c purchases through Oct. 7

Best Buy has noted on its website that between today (Thursday) and October 7th (next Monday), it will be offering $50 gift cards with iPhone 5c purchases. The offer is exclusive to purchases within Best Buy’s physical retail stores via on-location purchases or the in-store pickup option. The gift card will not be applicable to the iPhone 5c purchase, but can be used for future transactions at Best Buy. If you return the iPhone 5c, you must also return the gift card, according to Best Buy. Best Buy is currently not running any promotions for the (still constrained) iPhone 5s.

Update: Best Buy has updated its terms. Yes, you can use the gift card toward the 5c in-store.

5C Stories September 26, 2013

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 …  expand full story

5C Stories September 24, 2013

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’sexpand full story

5C Stories September 17, 2013

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… expand full story

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