I think its way too early to call the 5c either a success or a failure. The vast majority of Apple phone sales are to existing iPhone users. Whenever Apple releases a new product the faithful flock to it. The spike in sales historically dwarfs Androids baseline sales- and really any other electronic product sales for that matter. That's all the current data is really showing. After two months the spike dies down and the faithful wait for 'next year' The avid faithful want 'the big dog' and are going for the impressively spec'd and elegant 5s. Of course that is their preference.
I think the 5c may still show its creds in 'the long haul' after the spike simmers down. We'll just have to wait and see but I'm sure there's going to be plenty of 'Its a failure!'.... 'No! Its a success!' articles to entertain us in the mean time.
I do think if there is a challenge for the 5c DED hit upon it in his prior article (somehow implying that more 5c sales would have been a bad thing):
"the Wall Street Journal didn't explain how it might be better for Apple to be selling more iPhone 5c models, which would either come at the expense of the high end iPhone 5s or the lower end iPhone 4s."
If DED is right in the statement he made above, the 5c is in trouble- because it is trapped in the 'Apple Universe' DED implies a sale of the 5c is either a loss of a sale of a 5s, or in lieu of buying a 4s...... If that were the case, the 5c shouldn't have been introduced at all. Wall Street wanted a phone that would attract *NEW* users, not divvy up the existing Apple users in a new way, and they thought they were going to get that and priced it in to their estimates. As I see it, that is the challenge that is going to determine if the 5c was a good decision (either way, I think it is a pretty good phone- the question is whether it really needs to be there or not). If it succeeds in drawing new people into the Apple ecosystem its a win, if it just changes which flavor of phone someone already committed to going with Apple buys- my guess is the majority of Apple fans will continue to choose the 5s.
Edited by Frood - 10/19/13 at 4:32pm