Apple on track to build 5.2M 'iPhone 5S,' 8.4M 'iPhone 5C' units this quarter

Posted:
in iPhone edited January 2014
Apple's anticipated plastic "iPhone 5C" is reportedly on track to outship the high-end "iPhone 5S" this quarter, as the latter faces apparent production issues associated with a new fingerprint sensor.

Flash
Artist's rendering of Apple's upcoming iPhone 5S. Source: AppleInsider


Analyst Ming-Chi Kuo of KGI Securities, who has a strong history of accurately predicting Apple's future product plans, said in a note on Monday that Apple is expected to ship 8.4 million "iPhone 5C" units in the current September quarter. But difficulties in building the top-of-the-line "iPhone 5S" will reportedly limit that device to just 5.2 million units for the quarter.

However, unlike the iPad mini, which has consistently outsold the full-size iPad since its debut, the "iPhone 5C" is not expected to become the best selling iPhone. Kuo expects Apple to be able to increase "iPhone 5S" shipments by 438 percent in the holiday 2013 quarter, reaching 28 million units in the three-month span.

That would put the "iPhone 5S" ahead of the "iPhone 5C" in terms of shipments for the quarter, according to Kuo. He sees shipments of the new plastic iPhone growing 122 percent quarter over quarter to 18.7 million units in the December frame.

"Despite yield rate issues with fingerprint sensor module and casing, a timetable ensuring improvement has been established, which eases our concerns over 5S production," Kuo said. "We hold a positive view on growth momentum along the iPhone supply chain, for which we expect a jump from August followed by sustained growth into September and (the fourth quarter of fiscal 2013)."

One key reason for the larger number of "iPhone 5C" units this quarter is the fact that the device is expected to feature largely the same components as the current iPhone 5, except with a new plastic frame. According to Kuo, Apple manufacturing partner Foxconn began production of a new TDD-LTE supporting "iPhone 5C" model for carrier China Mobile in August, which was earlier than expected. He believes Apple is working to stock up on units in time for China's October Golden Holiday.

Last week, Kuo revealed that Apple is expected to offer the "iPhone 5S" in new gold color and 128-gigabyte options. He has also claimed since early this year that the new high-end iPhone will include a fingerprint sensor under the home button.

Apple is expected to hold a media event on Sept. 10 to announce its new iPhone lineup for the fall of 2013. Kuo believes the "iPhone 5C" will replace the iPhone 5, while the iPhone 4S will live on as Apple's new low-end option.
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Comments

  • Reply 1 of 33
    rogifanrogifan Posts: 10,669member
    Is there a reason AI feels the need to break up Kuo's report in to separate news articles? Does he really deserve that much space here?
  • Reply 2 of 33
    Cannibation problem coming up ?
  • Reply 3 of 33


    8.4 M of 5Cs? Apple is betting big on it.

  • Reply 4 of 33

    Quote:

    Originally Posted by crazy_mac_lover View Post



    Cannibation problem coming up ?


    are you speaking of an increase in masturbation while high on weed?


     


    Cannabalizaton... The obvious response here is that


    a) the lower price will drive into previously uncompetitive markets


           better to sell 3 million more units at $400/25% margin in china/india and other prepaid markets, than none.


    b) better to make 25% of $400 than 0% of $625 (Apple would prefer to self cannabalize, than be eaten from the outside).

  • Reply 5 of 33
    jason98jason98 Posts: 764member
    So he expects 46.7 million iPhones vs 47.8 million a year ago for the holiday quarter.
  • Reply 6 of 33
    are you speaking of an increase in masturbation while high on weed?

    Cannabalizaton... The obvious response here is that
    a) the lower price will drive into previously uncompetitive markets
           better to sell 3 million more units at $400/25% margin in china/india and other prepaid markets, than none.
    b) better to make 25% of $400 than 0% of $625 (Apple would prefer to self cannabalize, than be eaten from the outside).

    Look at the iPad mini . Before it launched , aapl is targeted to be $1000 . After , people said $300 .
  • Reply 7 of 33
    jungmarkjungmark Posts: 6,716member
    Less than 15 MM 5S/5C iPhones in the current qtr = Fail. /s
  • Reply 8 of 33
    poksipoksi Posts: 481member


    "...be able to increase "iPhone 5S" shipments by 438 percent..."


     


    what a garbage piece of information....438 percent...image

  • Reply 9 of 33

    Quote:

    Originally Posted by poksi View Post


    "...be able to increase "iPhone 5S" shipments by 438 percent..."


     


    what a garbage piece of information....438 percent...image



    Your jealous because although you can speculate, you cannot speculate to all 3 significant places.


    Im surprised this analist left of the decimal part, perhaps its in that decimal where he can hedge his bets.

  • Reply 10 of 33
    The iPhone 5C will most likely include a non retina display.
  • Reply 11 of 33
    tallest skiltallest skil Posts: 43,399member

    Originally Posted by quest01 View Post


    The iPhone 5C will most likely include a non retina display.




    Ludicrous nonsense. 

  • Reply 12 of 33
    philboogiephilboogie Posts: 7,458member
    quest01 wrote: »
    The iPhone 5C will most likely include a non retina display.

    ..and a 6.5" screen ¡
  • Reply 13 of 33
    quinneyquinney Posts: 2,526member
    <span style="line-height:1.231;">The iPhone 5C will most likely include a non retina display.</span>


    Ludicrous nonsense. 

    as contrasted with reasonable nonsense
  • Reply 14 of 33
    tallest skiltallest skil Posts: 43,399member

    Originally Posted by quinney View Post


    as contrasted with reasonable nonsense


     


    Reasonable nonsense is Apple coming out with their own iOS game. image

  • Reply 15 of 33
    hydrhydr Posts: 146member


    First off, the title seem to suggest it´s legit. Although it´s an estimation by an outside analyst. 


    Secondly, these numbers reflect a week at best for the quarter. Apple will reveal the new phones on 10th of September, but always wait at least 2 weeks before they start shipping. That mean we´re looking at September 22.-> quarter end. Just about one week of supply for the quarter. So I would say these numbers are pretty decent in that regard.


     


    Hope they knock a home-run with the 5S/5C - and I hope they announce China Mobile as a new provider.

  • Reply 16 of 33
    Which is more likely:

    A) The iPhone "5C" will sell less than the new iPhone for above vague reasoning

    B) The iPhone "5C" will sell more than the new iPhone for the exact same reason iPad mini, iPod mini, nano etc. did
  • Reply 17 of 33
    crowleycrowley Posts: 6,018member

    Quote:

    Originally Posted by hydr View Post


    First off, the title seem to suggest it´s legit. Although it´s an estimation by an outside analyst. 



    I agree.  These types of articles should be categorised or the title prefaced with an "Analyst" tag, to be clear that its mostly a bunch of conjecture.

  • Reply 18 of 33

    Quote:

    Originally Posted by quest01 View Post



    The iPhone 5C will most likely include a non retina display.


     


    Highly doubtful as that would mean yet another screen and resolution that needed to be supported. We've seen the leaked case, if they're true it's the same size as the iPhone 5, meaning a non-retina 4" screen would be 568x320. So either apps would need to be changed, or they'd put up black bars like on the iPhone 5, but for older apps that are non-retina, and developers would need to develop for this screen, plus the 4" retina screen, plus also the 3GS screen. Highly doubtful.

  • Reply 19 of 33

    Originally Posted by TimmyDax View Post


    A) The iPhone "5C" will sell less than the new iPhone for above vague reasoning



    B) The iPhone "5C" will sell more than the new iPhone for the exact same reason iPad mini, iPod mini, nano etc. did


     


    Neither. The iPhone 5C will sell less than the new iPhone because the new one isn't the same hardware (and worse construction) we've had for the past year.

  • Reply 20 of 33
    thomprthompr Posts: 1,511member
    @jason and sog:

    The analyst never said how many iPhone 4S's that he thinks Apple will ship in the holiday quarter, which should be quite a healthy number. Adding those into the total for the other two, and you will see that these numbers make a little bit more sense and will involve a healthy YOY growth in iPhone unit sales.
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