Canaccord's Mike Walkley is providing more positive survey data (previous) regarding iPhone 5S (AAPL +1.3%) sales: His Oct./Nov. surveys indicate the 5S was "by far the top selling smartphone at all four tier-1 U.S. carriers and at most channels where the smartphone launched globally."
Walkley also reports 5C sales are "steady," and that silver/space grey 5S supplies were "much improved" from September levels, with the 16GB and 32GB models available at many U.S. carrier stores by early November. The gold 5S is said to still be in short supply.
Likewise, Gene Munster, who more than once reported of limited 5S supplies at U.S. stores, now says 5S supplies are nearing an inflection point. On the other hand, iPad Air supplies are believed to be tightening.
Yesterday: Apple roundup