Seeking Alpha

Apple roundup: 5S/5C mix, Apple TV software, A7 production

  • Media reports suggest most of the iPhone (AAPL -0.2%) users who rushed to upgrade this morning opted for the 5S rather than the 5C. CNNMoney's Philip Elmer-Dewitt, who was at the flagship NYC Apple Store: "Everybody I asked was there to buy the iPhone 5S."
  • Dewitt qualifies his remarks by noting anyone looking to buy the 5C could have pre-ordered online (unlike the 5S). U.S. and U.K. carrier sources have reported 5C pre-orders have underwhelmed.
  • Meanwhile, as expected, Apple has rolled out an Apple TV software update. The refresh adds iTunes Radio support, as well as a feature called AirPlay from iCloud, which allows content to be streamed via iTunes. Google's new Chromecast HDMI stick enables streaming via the Chrome browser.
  • A new Apple TV set-top is reportedly due later this year.
  • A Chipworks analysis indicates the 5S' A7 CPU is made by Samsung rather than TSMC (TSM -1.4%). There had been reports Apple would tap TSMC to make the A7. However, the WSJ has reported TSMC would only start mass-production of Apple CPUs in 2014, while leveraging its next-gen 20nm process.
  • Chipworks also reports NXP (NXPI +1.6%) is manufacturing the 5S' M7 motion co-processor. Apple promises the M7 will improve battery life (by offloading tasks from the A7) and (by constantly recording movements) will enable new health, fitness, gaming, and mapping apps/services.
  • Earlier: Gold 5S output reportedly upped, iTunes Radio reviews
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Comments (9)
  • wigit5
    , contributor
    Comments (4233) | Send Message
     
    Guess that guy who was arguing TSMC had somehow jumped to 20nm sooner then expected is here somewhere
    20 Sep 2013, 03:05 PM Reply Like
  • Johann Galt
    , contributor
    Comments (243) | Send Message
     
    A tiny data point, but FWIW there were 40 folks or so in line at a small Verizon store here in Memphis- all for a new iphone. I've never seen more than 5 people in the entire store- and I walk by it 3x a week at least on my way to SBUX.
    20 Sep 2013, 03:27 PM Reply Like
  • marklihsu
    , contributor
    Comments (408) | Send Message
     
    They didn't offer the 5s for pre order this year so what's the point of a skewed data point?
    20 Sep 2013, 05:12 PM Reply Like
  • Willow135
    , contributor
    Comments (13) | Send Message
     
    There are an ATT and a Verizon store on Montague Street in Brooklyn Heights, NY.
    I walk by them at 8:00 and then again at 9:00 this morning. Each opened at 8:00 am and had a line of about 50 people waiting at 8:00. The lines were still 50 people long an hour later.
    20 Sep 2013, 05:51 PM Reply Like
  • MajorDude
    , contributor
    Comments (264) | Send Message
     
    How many people were lined up for the new Samsung or the new HTC?
    20 Sep 2013, 07:23 PM Reply Like
  • Esekla
    , contributor
    Comments (3783) | Send Message
     
    See the comments here for more history and source material on the M7 and sensor suppliers:
    http://seekingalpha.co...

     

    The editor's link simply explains what an M7 is.
    20 Sep 2013, 03:32 PM Reply Like
  • rilio3
    , contributor
    Comments (5) | Send Message
     
    The iphone 5 smartphone has an IQ above 160 while the android smartphones are lucky to reach 120!
    22 Sep 2013, 01:30 PM Reply Like
  • bd4uandu
    , contributor
    Comments (1808) | Send Message
     
    Apple TV up date pulled... http://bit.ly/1agFUVX

     

    Something wrong
    22 Sep 2013, 09:35 PM Reply Like
  • Ronin16
    , contributor
    Comments (7) | Send Message
     
    I just got my new iPhone 5S on Friday , first time for me owning an Apple phone ( my wife has had one for 3 years and raved about it) and I love it. The speed of it is fantastic, just what I expected and wanted it to be.
    Everything they said about the phone and its abilities are spot on.

     

    The Verizon store was taking names on a first come basis, and the wait was long, they sold out in a couple of hours,not sure how much of an allotment they got but the salesmen were saying they don't have enough and that the colors were limited to Space Gray on the 5S. My guess is Apple has another winner in the 5S,hopefully the stock price will reflect it by years end , or sooner.
    22 Sep 2013, 09:37 PM Reply Like
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