Munster notes: Of those consumers looking to purchase a smartphone, 39% expect to purchase an iPhone compared to 44% in Dec-13 and 50% in Sep-13 (immediately after the iPhone 5S launch). We believe the positive news from our survey is that the iPhone 5S seems to be holding its ground well even though we are approaching six months in age (half life in terms of timeline to the next launch). 33% of smartphone buyers expect to buy an iPhone 5S vs 35% in Dec-13. However, the iPhone 5C seem to be fading from its already lower position in consumers’ minds as only 6% of buyers intend to buy a 5C vs 9% in Dec-13. We remain comfortable with our 37.5 million iPhone unit estimate (flat y/y) for March.
Full article here.
“Munster speculated that consumers see a significant value increase in the iPhone 5s, which is priced starting at $100 more than the iPhone 5c with a two-year contract subsidy,” Neil Hughes reports for AppleInsider. “The iPhone 5s sports a faster A7 processor, a metal back, and the new Touch ID fingerprint sensor.”
“The analyst also believes that the colors of the iPhone 5c may not be as appealing to consumers, as many simply place a case over their smartphone, giving it a unique look regardless of what color the device may be,” Hughes reports. “He noted that while Apple found success bringing colors to its iPod lineup, most owners of the company’s portable media players did not place cases on their iPods.”
Apple CEO Tim “Cook said last week that sales of the iPhone 5c are outpacing its predecessor, which was previously the mid-range iPhone 4s. Apple continues to set record quarterly iPhone sales, though growth has slowed considerably as the smartphone market has matured,” Hughes reports. “Munster said in a note to investors on Monday that he feels comfortable with his forecast of 37.5 million iPhones sold in the current March quarter — a number that would be flat year over year.”
Read more in the full article here.
Why would anyone buy an iPhone 5c instead of an iPhone 5s? – September 10, 2013