Comments on: iPhone 5c – Loadsa Phones

By: windsorr

windsorr — Tue, 15 Oct 2013 05:51:51 +0000

Good idea…will look into it!

By: Tim Nash

Tim Nash — Sun, 13 Oct 2013 09:07:48 +0000

From a conversation a few years ago with the Manager of a major phone outlet, margins on iPhones are tight so resellers only make money from the phone plans and accessories. As the iPhone ASP has stayed fairly constant, Apple’s margins for resellers haven’t changed.

Other cellphone companies give fatter margins and pay a direct commission to the salesman – Samsung’s commissions are larger, hence their large marketing expenses and rise to the top in unit sales. So if Canaccords US research is accurate, the 5c is displacing Samsung (and other Android) sales and hence reseller margins and sales commissions. This could be a major reason why the noise is no-one wants it.

So IMO, a good question to ask is how do sales of the 5c/4s this year compare to sales of the 4s/4 last year? If they are up, Apple is building out its user base.

By: windsorr

windsorr — Sat, 12 Oct 2013 08:58:46 +0000

That is correct. I made a mistake….I don’t know why I got it into my head that the spec was lower….will correct..thanks…

By: windsorr

windsorr — Sat, 12 Oct 2013 08:57:53 +0000

Given that everyone has stock of the 5c, the real headway is being made by the 5s. The China report fits exactly what I have heard from at least 4 separate sources of companies who are selling the iPhone 5C. Non one seems to want it,

By: tatilsever

tatilsever — Fri, 11 Oct 2013 12:51:49 +0000

> “I suspect that a large part of the reason for the failure of the iPhone 5c is the fact that it has a lower specification than the iPhone 4s but incredibly, a higher price.”
Eh??? No, it does not have lower specs. It is almost the same as iP5. It’s got multi-band LTE (better than 5 and 4S did not have LTE at all), taller screen, better WiFi+BT, better camera, faster CPU/GPU than 4S. You need a new theory. 🙂

By: Tim Nash

Tim Nash — Fri, 11 Oct 2013 07:55:17 +0000

A real question for the 5c is how much has it increased the iPhone market over the sales of the 4s last year?
Canaccord’s US research suggests the 5c is outselling the Galaxy G4 at AT&T and Sprint and behind it at Verizon and T-Mobile. According to Ben Bajarin; before the release of the 5s/5c, Apple already had 64% of the over $400 cellphone market in the US. Recent figures from Kantar and ComScore showed increasing iPhone marketshare before the 5s/5c release too.

Assuming the Chines production report is true, what we don’t know yet is what is happening with the 5c production line. If Apple has converted a number of shifts to 5s production so that it can better deal with the backlog and an initial order from China Mobile, so much the better.