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Thursday, Sep 26
Early 5S and 5C sales may be 50-50 split
- KGI's well-connected Ming-Chi Kuo estimates 3.5M-4.5M of Apple's (AAPL) 9M iPhone sales last weekend were the high-end 5S, leaving the cheaper 5C with 4.5M-5.5M. Kuo's figures are quite a bit different from those of Localytics, which earlier estimated the 5S outsold the 5C by more than a 3:1 margin. Localytics data is based on activations, says Kuo, while his are rooted in production.
- Kuo says 5S supplies - constrained at launch - are improving, and he expects that model to be the 'main contributor" to total iPhone sales in the holiday quarter.
- Shares +0.7% premarket.