With no word from Apple on the breakdown of its record-breaking iPhone sales between 5s and 5c (and no word expected during the company’s earnings call either), everyone is posting their estimates.
First to the punch was Localytics, who used iPhone connections to mobile and web apps to come up with an estimate of three to one in favor of the 5s. KGI’s Mingchi Kuo disagreed, using supply chain analysis to put the figures closer to 50/50, and suggesting that, if anything, sales of the 5c might be slightly higher. Now we have Consumer Intelligence Research Partners (via AllThingsD) using consumer surveys to suggest that the 5s is outselling the 5c two-to-one …
According to CIRP’s survey of consumers who purchased Apple’s latest iPhones during the last days of September, the 5s accounted for 64 percent of total iPhone sales following its launch that month. Meanwhile, the the 5c accounted for 27 percent, with the legacy iPhone 4S making up the remaining 9 percent.
So not only is the 5s outselling the 5c, it’s outselling it more than two to one.
The truth, of course, is that no-one but Apple knows, and it isn’t saying. CIRP does, however, acknowledge the point I made when the 3-to-1 number was suggested – that the pattern is unlikely to be maintained in the longer-term as the higher-end device was always going to attract more of the type of people who have to have it now.
“The relative performance of all three iPhones is generally in line with the performance of the similarly priced phones following the launch of the iPhone 5 in 2012,” CIRP co-founder Josh Lowitz told AllThingsD. “Over time, the lower-priced phones have tended to gain share versus the flagship phone, after the initial rush of dedicated upgraders to the newest device. So we expect that the 5c will account for a higher percent of total U.S. iPhone sales in the coming months, but the design changes may alter that dynamic. The iPhone 5c may appeal to different buyers than the legacy 4S did last year, or the new 5s will this year.”