From yesterday’s research note (via AllThingsD):
“The diverging fates of Apple’s iPhone 5s and 5c have been widely reported, and our latest channel checks confirm that Apple indeed has cut back 5c production by 35% and increased 5s production by 75%.
…While the fate of the iPhone 5c is still to be determined, the iPhone 5s is doing quite well, indicating that Apple still has a strong hardcore base for its premium devices. It is worth mentioning that iPhone 5 production is scheduled to end Q3 2013; iPhone 4s’s end of life is still to be determined, as it still receives orders of 1 to 2 million units per month and only recently started selling in Indonesia.â€
DisplaySearch’s report follows a similar one from The Wall Street Journal, which also noted the increases and decreases in 5s/5c orders. And they both echo a story from C Technology.
The consensus from much of the tech world seems to be that Apple cutting 5c orders is a sign that it’s not selling well, but there are also several valid counter-arguments to this theory.