- DisplaySearch's "latest channel checks" indicate Apple (AAPL) has raised iPhone 5S production (through its contract manufacturers) by 75%, and cut 5C production by 35%.
- The report follows ones from the WSJ and Reuters indicating 5C production is getting cut by 20%-33% at Foxconn and Pegatron, and that Apple has notified a component supplier of a 50% cut in 5C component orders.
- Plenty of reports (I, II, III) have come out in recent weeks pointing to soft 5C sales and ample supplies, and strong 5S sales and tight supplies. Survey/activation data suggests 5S sell-through is easily more than 2x that for the 5C.
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