5C might be doing okay but not what Apple expected else why would have they reduced the orders by almost 35 percent. While on the other hand 5S production was increased by 75%. But now its being reported that 5c sales seem to be picking up in the United States but the device’s impact on emerging markets is still somewhat muted.
Nice graphs! Seems like good news for Apple overall - they will certainly make more money on the 5S than the 5C. Not surprising the 5C hasn't had in impact in developing markets, as it's far too expensive for them.
Looked at neutrally, the conclusions seem to be:
- iPhone continues to do very well. Although it loses market share overall, that's because of growth at the low end of the market which Apple do not address, rather than decline at the high end.
- iPhone 5C seems to be selling less well than Apple's initial predictions, but this is more than made up for by the success of the 5S. (Note: figures for component orders should be viewed with caution, as we don't know the details of the supplier contracts. It might have been favourable for Apple to order high and then reduce in one case, and vice versa in the other. I'm not saying this is the case, but it's possible).
- Nevertheless, the 5C seems to be more successful than the equivalent 4S was last year, so is probably a win for Apple overall.
- Apple still don't address mid and low end smart phone markets. That is good news for Android and Windows Phone.