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Old Sep 12, 2013, 11:27 AM   #1
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Display Panel Shipment Projections Suggest iPhone 5c May Be More Popular Than iPhone 5s




Shipment volumes of the display panels used in Apple's new iPhone 5s are expected to reach 10-15 million units in the third quarter of 2013, according to industry sources cited by Digitimes. Primary Apple supplier Sharp is expected to produce 7 million units, with LG Display and Japan Display expected to pick up the rest of the orders for the recently announced device.

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In addition to Sharp, LG Display and Japan Display are expected to pick up the rest of the orders, making the three companies the main panel suppliers for the iPhone 5s, the sources said.

Additionally, more than 20 million panels for the device are expected to be shipped in the fourth quarter of 2013, the sources said.
The report also states that display panel orders for the lower-cost iPhone 5c are expected to reach 30 million units in the fourth quarter, with analysts suggesting that the high volume of panel shipments for the iPhone 5c may signal an expectation set by Apple for the mid-range device to do well in the region.
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Market observers added that panel shipments for the iPhone 5c are expected to surpass those of the iPhone 5s, showing that Apple is more optimistic about growth in the mid-range handset segment in markets such as China.
Previously, it was reported that iPhone 5s production would be limited to 3-4 million units in Q3 2013 due to shortages of the device's fingerprint sensor, which Apple is touting as a key feature. Additionally, a report earlier this year stated that Apple had sent orders for LCD panels for the iPhone 5S to all three companies in June, with Japan Display gearing up production levels as of last month.

The iPhone 5s and iPhone 5c will go on sale in nine countries on September 20, with the iPhone 5c available for pre-order on September 13. Apple is not accepting pre-orders for the iPhone 5s.

Article Link: Display Panel Shipment Projections Suggest iPhone 5c May Be More Popular Than iPhone 5s
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Old Sep 12, 2013, 11:31 AM   #2
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Neither of these phones will be hard to find


Buzz is next to zero, but it will sell millions
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Old Sep 12, 2013, 11:37 AM   #3
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I still can't figure out who is going to buy this thing.

Edit: at that price point

Last edited by syd430; Sep 12, 2013 at 12:11 PM.
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Old Sep 12, 2013, 11:38 AM   #4
pancakedrawer
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Shipments don't indicate popularity. Don't believe me, ask Microsoft.
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Old Sep 12, 2013, 11:42 AM   #5
Adam552
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I prefer the appearance of the 5c, I also prefer the look of my iPhone 5 to the 5s.

Not surprised if it were to be more popular really, it's cheaper, runs fast enough for average user. I'd buy one over the 5s probably.
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Old Sep 12, 2013, 11:50 AM   #6
numlock
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Originally Posted by alent1234 View Post
expensive for most chinese, not those with a lot of money

this is the same strategy as Mac's. dell/hp still sell more computers than apple. who makes more money?
but here apple has a phone that is slightly more expensive but a much better device. that scenario wasnt or isnt there with the computers
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Old Sep 12, 2013, 11:52 AM   #7
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Originally Posted by syd430 View Post
I still can't figure out who is going to buy this thing.
This is a good phone for younger people. A friend of mine is buying a 5c for his 11 year old son. Kid wants 32gigs so he can shoot some video and mess around, but he doesn't need top of the line new phone. Saves the family some upfront money. I believe this phone will be very popular for middle schoolers and high schoolers.
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Old Sep 12, 2013, 11:54 AM   #8
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Originally Posted by syd430 View Post
I still can't figure out who is going to buy this thing.
50% of iPhone sales in the last year were not iPhone 5. Meaning half the buyers went for 4 or 4s. Since the 5c is billed as an all new model, and will appeal to some folks on color alone, I assume that number not buying the flagship model will rise.

Personally, I agree - would much rather pay $100 more (not much over the life of the contract) for the flagship model. But prior selling trends indicate the 5c will do very well.
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Old Sep 12, 2013, 11:56 AM   #9
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Oh my, so are you saying that the forum posters here with no knowledge or experience in the industry are wrong?
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Old Sep 12, 2013, 12:09 PM   #10
jameslmoser
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I'm betting the cost difference between the two models is going to increase after launch.
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Old Sep 12, 2013, 12:34 PM   #11
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I wonder if the 5c will actually be more profitable for Apple than the 5s? They seem to be pushing it almost more strongly than the flagship...allowing pre-orders, cool cases, etc. Don't know how much the A7 and the fingerprint sensor cost but maybe they actually make the 5s the lower margin phone?
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Old Sep 12, 2013, 12:39 PM   #12
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So there are different displays in the two devices? Is it known yet whether there's an IGZO panel in the 5s?
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Old Sep 12, 2013, 12:49 PM   #13
Klae17
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Here are my two questions:

How many 5S will be at launch day?

How many iPhones can you buy at launch?
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Old Sep 12, 2013, 12:49 PM   #14
twoehr
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Originally Posted by BruiserB View Post
I wonder if the 5c will actually be more profitable for Apple than the 5s? They seem to be pushing it almost more strongly than the flagship...allowing pre-orders, cool cases, etc. Don't know how much the A7 and the fingerprint sensor cost but maybe they actually make the 5s the lower margin phone?
I agree with you. The goal is to maximize profit, not sell the most of the most expensive product (the two are rarely the same). Assuming Apple's profit is equal for both products I could see them allowing the 5c to cannibalize 5s sales. They'll make the same and be able to say the 5c was a success to the doubters.
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Old Sep 12, 2013, 01:03 PM   #15
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Originally Posted by inselstudent View Post
So there are different displays in the two devices? Is it known yet whether there's an IGZO panel in the 5s?
Yea that would be a question I have too. I thought it was the same exact display on both phones?
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Old Sep 12, 2013, 01:07 PM   #16
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Klae17...
I understand, but people are not that stupid this day & age. We shall see if it was a 'brilliant' move by the exes to get more $ or if people won't buy the $200 version at all.
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Old Sep 12, 2013, 01:14 PM   #17
DRP52
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Red face Can't Decide!!!

I am stuck with an iPhone 4. Works perfectly, but should I update to the iPhone 5s? You have to take into account that I will be locked in with this plan for 3 years. Last years model with a plastic case is not an option. Your opinions please!!!!!
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Old Sep 12, 2013, 01:24 PM   #18
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I got my daughter a iPhone 5 16GB model a few months ago. (She refused to wait for the new models.)

I know that if we were buying a new phone with the new options, we would be getting the 32GB 5c. She could care less about aluminum unibody construction. She's rather have more space and I suspect would love the color choices.

There is a market for the 5c.

Sorry to those who want an iPhone for $100 off contract.
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Old Sep 12, 2013, 01:27 PM   #19
KazKam
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Assumptions

Apple never said they were producing a lower cost iPhone, the tech media and analysts just assumed that the 5C would be cheap. You all know what they say about making assumptions.

All Apple has done is the same thing they do every iPhone releases... Release an improved top of the line, and bump older models down in price by $100/tier. There's just a small twist this time. They rewrapped the 5 in the 5C shell... for two reasons: 1) to differentiate it from the 5S, since the 5 and 5s look nearly identical, and 2) to appease or appeal to those who would already be prepared to buy the last gen 5 (if it wasn't called the 5C) and give 'em a few color options in the process.

#1 is the main reason. If anything, I think the 5C will sell MORE 5Ss.
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Old Sep 12, 2013, 01:46 PM   #20
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I suspect that Apple won't be able to produce enough 5S to satisfy the initial demand because of the new CPU, co-processor and fingerprint reader, each one of them has the potential to have constrained supply.

Hopefully a lot of people having a hard time finding a 5S could end up getting a 5C, something that may have not happened if the alternative was only "last year's iPhone".

So what's your bets on how many iPhones Apple will sell in the first week-end of availability?

They sold 5 million iPhone 5 last year in the 1st w-e. With the 5C which will be easy to mass-produce, the expanded launch around the world and the fact that the iPhone market is still growing, they may be able to sell at least 10 million of them in the first week-end.
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Old Sep 12, 2013, 01:53 PM   #21
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From my point of view, shipment projections do not suggest anything. Look at Microsoft.
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Old Sep 12, 2013, 02:04 PM   #22
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Quote:
Originally Posted by syd430 View Post
I still can't figure out who is going to buy this thing.

Edit: at that price point
It will sell millions...kids and women will love it. And they aren't buying at full price. Most will get on contract for $99. Buying two for my kids...upgrade from iPhone 4

----------

Quote:
Originally Posted by aikomhoch View Post
This is a good phone for younger people. A friend of mine is buying a 5c for his 11 year old son. Kid wants 32gigs so he can shoot some video and mess around, but he doesn't need top of the line new phone. Saves the family some upfront money. I believe this phone will be very popular for middle schoolers and high schoolers.
Agreed...!
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Old Sep 12, 2013, 02:08 PM   #23
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except you don't have to pay any extra money to get the flagship model, both have one in the $200 price point.
Cost of entry is what matters. The base model of everything - phones, cars, computers, etc always sells by far the best. There is a lower cost of entry to the 5c than the flagship. The fact that there is also a more expensive 5c changes my prior statement not one bit.
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Old Sep 12, 2013, 02:13 PM   #24
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Originally Posted by Sodner View Post
Sorry to those who want an iPhone for $100 off contract.
Straw man.
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Old Sep 12, 2013, 02:14 PM   #25
absurdamerica
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Originally Posted by QCassidy352 View Post
Cost of entry is what matters. The base model of everything - phones, cars, computers, etc always sells by far the best. There is a lower cost of entry to the 5c than the flagship. The fact that there is also a more expensive 5c changes my prior statement not one bit.

Agreed, but the "lower cost of entry" applied to the previous approach of reselling the old flagship at a reduced price. So customers are going to line up and pay the same price differential for the same product as they would have previously, just repackaged in a plastic shell?
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