- Leaked documents from German carrier O2 indicate Apple (AAPL +0.9%) is launching an 8GB iPhone 5C sporting a local retail price €60 ($83) below that of the current 16GB 5C.
- The launch of an 8GB 5C could lead Apple to discontinue the 8GB iPhone 4S, currently the cheapest available model in most markets (the iPhone 4 is still available in some emerging markets). The 4S goes for an unsubsidized $450 in the U.S. (it's free with subsidies), and the 16GB 5C for $550.
- Sales of the plastic-shell 5C have underwhelmed, as buyers in most markets overwhelmingly opt for the more advanced, aluminum, 5S. Soft 5C sales were a reason Apple missed Dec. quarter iPhone unit forecasts, albeit while posting a $60 Q/Q iPhone ASP increase.