- Chinese site C Technology, which leaked iPhone 5S/5C pictures before the devices launched, reports Apple (AAPL) has cut 5C production in half to 150K units/day (translation). The reported rate implies quarterly output of ~13.7M units.
- Separately, Unwired View reports the 16GB 5C is now going for $489-$539 unsubsidized on the Chinese grey market, well below an official price of $726.
- Mobile analytics firm Localytics has reported the 5S' share of active iPhones dwarfs that of the 5C, whose higher-than-expected unsubsidized prices fueled criticism. Checks indicate 5S demand has been better than expected, and the WSJ reported last month gold 5S production has been raised by 1/3.
- Suppliers that could be affected by a major 5C production cut, assuming the slack isn't picked up by higher 5S output: CRUS, QCOM, BRCM, SWKS, TQNT, RFMD, AVGO.
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