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iPhone 5s represents 3.8% of all iPhones in use, US has highest 5c adoption rate

post #1 of 32
Thread Starter 
Newly released data shows that the iPhone 5s and iPhone 5c already account for more than 5 percent of all iPhones in use, while the mid-range 5c has seen the highest share of adoption thus far in the U.S.

Localytics


The figures were published on Monday by Localytics, which examined more than 40 million unique iPhone devices through its analytics software utilized by developers. The survey found that 3.8 percent of all iPhones worldwide are now the iPhone 5s, while the iPhone 5c accounts for 1.7 percent of all active iPhones.

Apple's iPhone 5, released in 2012, remains the most popular handset from the company, accounting for nearly 40 percent of all iPhones active today. Coming in second is the iPhone 4s, with a 32.9 percent share, followed by the iPhone 4 at 20.2 percent.

Breaking down Apple's latest iPhone models, the survey found that the U.S. is currently the most "5c-friendly" country in the world, with the mid-range model seeing a higher ratio share than other countries surveyed. To date, the iPhone 5c has the lowest share of the two new models in Germany.

iPhone 5s penetration is the highest in Japan, where nearly 8 percent of iPhones in use are Apple's latest flagship model. Combined with the iPhone 5c, the two new handsets are almost 10 percent of all iPhones in use in Japan.

Localytics


In the U.S. alone, the iPhone 5s and iPhone 5c account for 6.4 percent of all active iPhones, according to Localytics. That's above the global average of 5.5 percent, with both handsets having been on the market for just over a month.

Apple has been steadily launching the iPhone 5s and iPhone 5c in additional countries around the world since the handsets became available in select markets in late September. Last Friday alone, Apple debuted its latest smartphones in 35 additional countries.

It's rumored that the iPhone will land on the world's largest carrier, China Mobile, in the coming weeks. China Mobile, which has 740 million subscribers, is set to launch its TD-LTE high-speed data network between Nov. 9 and 11.
post #2 of 32

The mix of 5S and 5C is ideal.  You want your flagship to sell the most units.

 

One take away from the graphic is how MASSIVE iPhone6 sales will be if they can retain 90%+ of the iPhone5 users.

post #3 of 32
These percentages are based on how much data exactly?
post #4 of 32
Quote:
Originally Posted by sog35 View Post
 

The mix of 5S and 5C is ideal.  You want your flagship to sell the most units.

 

That's not true. The word flagship doesn't imply most profitable, greatest volume or highest price. You are shaping its meaning to fit your narrative. :)

post #5 of 32
The 5C is a non-starter in countries where prepaid is the norm.

Unsurprisingly it's doing well in the US where one can easily find offers for "free" 5Cs with 2 year contract.
post #6 of 32
Quote:
Originally Posted by sog35 View Post
 

The mix of 5S and 5C is ideal.  You want your flagship to sell the most units.

 

One take away from the graphic is how MASSIVE iPhone6 sales will be if they can retain 90%+ of the iPhone5 users.


The funny thing is that the people who point to the lower 5c sales numbers as being a "bad thing" are usually the same people that thought it was a "bad thing" that the iPhone 4 and 4S outsold the iPhone 5.

I wonder what conditions would be required for these people to be happy?

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post #7 of 32

The 5c is priced for the US contract market and ignores the fact that most countries have a very strong sim free no contract mix.

 

So it makes sense that Americans are buying more than anyone else in the world. I'm amazed that the numbers appear to be as high as they are in the UK, I've not seen a 5c in the wild yet out in public here.

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post #8 of 32

Anecdotal, I know! - My GF's sister just got a yellow 5c because it's her favorite color!

 

I think the 5c is a winner...I will be getting a gold 5s though with a leather product (RED) case.

 

Best

post #9 of 32

I definitely can believe that the iPhone is doing great in Japan.

 

I like to profile people, and it seems that almost all Japanese girls that I see on the subway and when I'm out and about are using iPhones. I did see one Asian girl yesterday who took out some huge Android phone on the subway, but I think that she was probably Korean.

post #10 of 32

This CANNOT be true!  I read everywhere that no one was buying the 5C!

 

These are lies.  Lies, I tell you!

 

/s

post #11 of 32
Quote:
Originally Posted by StruckPaper View Post
 

That's not true. The word flagship doesn't imply most profitable, greatest volume or highest price. You are shaping its meaning to fit your narrative. :)

 

Well in this case the 5S does produce the most revenue, gross margin, and net profit per unit.  So it is good news.

 

The purpose of the 5C is to capture a slightly different market and provide strong gross margins.  If they sold the 5 for $99 it would really kill margins and even cannabalize 5S sales.  But the 5C will really take off next year when it will be priced at $400-$450 off contract.

 

2014 lineup:

iPhone 6L - 4.85 inch $700

iPhone 6 - 4.00 inch $650

iPhone 5C $450

 

I expect the 6L and 6 to be exactly the same except for size, just like the iPad lineup.


Edited by sog35 - 10/28/13 at 11:27am
post #12 of 32

I think Apple will come close to 100% in upgrades from two years back for last quarter and this quarter, and will have an equal number of new sales. IOW, Apple will double the number of iPhone sales from two years back for last quarter and this quarter. Two years back, they sold about 17 million sales in fiscal Q4 and 37 million in fiscal Q1. I'm expecting them to sell 34 million last quarter and 74 million this quarter.

post #13 of 32
post #14 of 32
Quote:
Originally Posted by Kumar View Post
 

China mobile - iPhone 5S/5C teaser for Nov 9-11, hope to be huge for AAPL.

 

http://www.unwiredview.com/2013/10/28/china-mobile-launches-official-4g-teaser-page-with-nov-9-11th-launch-dates-2-generic-iphones-in-tow/

 

there you go.  Probably Apple will give ChinaMobile discount pricing as long as they buy 150,000,000 iPhones in the next 12 months

post #15 of 32
Quote:
Originally Posted by StruckPaper View Post

That's not true. The word flagship doesn't imply most profitable, greatest volume or highest price. You are shaping its meaning to fit your narrative. 1smile.gif

How about: When it comes to Apple's iPhone and buyers that want the "latest and greatest" gadgets you want your flagship product to outsell your other options.
post #16 of 32
Quote:
Originally Posted by akqies View Post

How about: When it comes to Apple's iPhone and buyers that want the "latest and greatest" gadgets you want your flagship product to outsell your other options.

That's what makes Apple amazing isn't it? It would be like BMW selling more of their the 7 series than the 3 or 5. I bet they'd love that. Apple does it! Marketing theories like Flag Ships are often loss leaders or at best low volume, prestige image builders, out the window
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post #17 of 32

A China Mobile deal would move the stock quite a bit, expect +$30 on the news and another +$20 in the following weeks.

post #18 of 32
Quote:
Originally Posted by herbapou View Post

A China Mobile deal would move the stock quite a bit, expect +$30 on the news and another +$20 in the following weeks.

Hope you are correct...
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post #19 of 32
Quote:
Originally Posted by Rogifan View Post

These percentages are based on how much data exactly?

 

Exactly. Probably not very much, since the only way this data can be gleaned is from apps or just plain wild guessing.

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GOA

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Proud AAPL stock owner.

 

GOA

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post #20 of 32
The 5c was destined to do well in the US.

Whilst other countries people commonly buy their phones , and shop around for $15 to $50 contracts, the US instead mainly has an expensive rent to buy system. Obviously the 5c might save $5 in rental.
post #21 of 32
Quote:
Originally Posted by herbapou View Post
 

A China Mobile deal would move the stock quite a bit, expect +$30 on the news and another +$20 in the following weeks.

Which is what the China Mobile compatible 5c is aimed at, to provide another option alongside the similarly equipped 5s.

post #22 of 32
Quote:
Originally Posted by Rogifan View Post

These percentages are based on how much data exactly?

One month!

post #23 of 32
Quote:
Originally Posted by blackbook View Post

The 5C is a non-starter in countries where prepaid is the norm.

Unsurprisingly it's doing well in the US where one can easily find offers for "free" 5Cs with 2 year contract.

 

Notice China most want a 5s if they buy a iPhone.

post #24 of 32
Quote:
Originally Posted by blackbook View Post

The 5C is a non-starter in countries where prepaid is the norm.

Which are those, among the ones listed? 

post #25 of 32
Quote:
Originally Posted by e1618978 View Post
 


The funny thing is that the people who point to the lower 5c sales numbers as being a "bad thing" are usually the same people that thought it was a "bad thing" that the iPhone 4 and 4S outsold the iPhone 5.

I wonder what conditions would be required for these people to be happy?

Is there definitive evidence that 4 and 4S outsold 5? I seem to recall the contrary.

 

I hope that no one outside of Apple depends on sales of iPhones for happiness.

post #26 of 32
Quote:
Originally Posted by StruckPaper View Post

That's not true. The word flagship doesn't imply most profitable, greatest volume or highest price. You are shaping its meaning to fit your narrative. 1smile.gif

Well, according to Merriam-Webster, "flagship" means

: the ship that carries the commander of a group of ships

Or

: the best, largest, or most important one of a group of things (such as products, stores, etc.)

And since the best is the most expensive (because you can always charge more for the best than for lesser models),

and with margins as large as Apple's are with the iPhone, where the "best" (or flagship) is a full $100 more than the second best but of course doesn't cost $100 more to make,

Flagship does indeed imply "most profitable" and "highest price."
post #27 of 32
Quote:
Originally Posted by Retrogusto View Post

And since the best is the most expensive

 

This is not even remotely close to being a true statment.

post #28 of 32
Quote:
Originally Posted by blackbook View Post

The 5C is a non-starter in countries where prepaid is the norm.

Unsurprisingly it's doing well in the US where one can easily find offers for "free" 5Cs with 2 year contract.

Here in Australia people are baulking at paying $739 for a plastic phone. So they're available to ship within 24 hours. For 5s there's a 2-3 week wait.

I will NEVER pay $679 for an 8GB plastic cell phone
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I will NEVER pay $679 for an 8GB plastic cell phone
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post #29 of 32
Quote:
Originally Posted by christopher126 View Post
 

I think the 5c is a winner...I will be getting a gold 5s though

If only I had a penny for every time this was said...

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post #30 of 32
Quote:
Originally Posted by blackbook View Post

The 5C is a non-starter in countries where prepaid is the norm.

Unsurprisingly it's doing well in the US where one can easily find offers for "free" 5Cs with 2 year contract.

It's not necessarily that pre-paid is the norm in those countries (unless you count no-subsidy post-paid contracts as 'pre-paid'), it is more about having very variable subsidies. If you can choose between contracts with a subsidy of $600, one with $500, one $400, one with $300, one with $200, and one with zero Dollar, where the monthly rate has a progression in the opposite direction, then there is no perceived subsidised price for a phone. The only price for a 5c that is universal is its unlocked price (or maybe the personal, subsidised price you get when extending your existing contract and that price is different even for different people extending the same contract, depending on how much money you have made the provider in the last couple of years).  

post #31 of 32
Quote:
Originally Posted by Rogifan View Post

These percentages are based on how much data exactly?
I agree
post #32 of 32
I
Quote:
Originally Posted by Apple ][ View Post

I definitely can believe that the iPhone is doing great in Japan.

I like to profile people, and it seems that almost all Japanese girls that I see on the subway and when I'm out and about are using iPhones. I did see one Asian girl yesterday who took out some huge Android phone on the subway, but I think that she was probably Korean.
I just came back from 3 weeks in Japan. EVERYONE on the subway had an iPhone. Unfortunately I couldn't pickup a new 5s there as there is no SIM-free market there....where I live in Asia you can't get the 5s for love nor money. They were released here last Friday, and my local carriers sold out the same day. Though DTAC said they only received a paltry 9 units! Lol
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