FORTUNE -- When Apple (AAPL) released a pair of new iPhones in September, demand was so lopsided in favor of the more expensive (by $100) model that many on Wall Street assumed that the pricing on the cheaper iPhone was some kind of blunder.
The iPhone 5S continues to outsell its more moderately price sibling -- by three to one in the U.K., according to a Kantar World Panel report released Monday -- but somebody is buying the iPhone 5C.
Who are these mysterious customers?
In Monday's news release, Kantar's Dominic Sunnebo offers some clues.
"The cheaper 5C," he writes, "appeals to a broader audience than Apple usually attracts. In the US, the biggest demand for these mid-end models is coming from lower income households. Some 42% of iPhone 5C owners earn less than $49,000 compared with just 21% for iPhone 5S. iPhone 5C customers also tend to be slightly older at an average of 38 years compared to 34 years for the 5S. The good news for Apple is that this wider appeal is attracting significant switching from competitors. Almost half of iPhone 5C owners switched from competitor brands, particularly Samsung and LG, compared with 80% of 5S owners who upgraded from a previous iPhone model."
Below, Kantar's report on 10 selected smartphone markets for the three months that ended Oct. 31. The Sept. 20 release of the new iPhones gave Apple a "significant bounce," according to Kantar, but not enough to make a dent in Android's 70.9% share of sales in August, September and October.
The conspicuous exception was Japan, where Apple's share of sales hit 76.1% in October thanks to the company's new distribution deal with NTT DoCoMo.
Who says Apple priced itself out of the Indian smartphone market?
FORTUNE -- Apple (AAPL) launched the iPhone 5S and iPhone 5C in India three weeks ago -- a month and a half after their initial release in 11 other countries.
Early reports suggested that the new iPhones were off to a strong start, but it wasn't until I read The Indian Express' follow-up Monday that I thought to see if there were MOREPhilip Elmer-DeWitt - Nov 26, 2013 11:07 AM ET
Apple trimmed iPhone 5C orders 50%. Or was it 20%? Or 35%?
FORTUNE -- I knew there was a reason I didn't comment on the several reports of iPhone production order changes -- up and down -- that came across the business wires last week. (See here, here and here.)
But it wasn't until I read the MacDailyNews' take on the issue Saturday that I could articulate why.
"We're going to make this so MOREPhilip Elmer-DeWitt - Oct 20, 2013 4:36 PM ET
Dueling reports Monday on how much better the high-end model is doing than the low.
FORTUNE -- When the iPhone 5S and 5C went on sale last month, there was every reason to suspect that the more advanced 5S would draw more early adopters to the Apple (AAPL) stores than the 5C. And indeed, by one launch-day line count, the iPhone 5S buyers outnumbered 5C buyers that first day by 20 MOREPhilip Elmer-DeWitt - Oct 14, 2013 8:40 AM ET
Only Samsung's Galaxy S4 is outselling the iPhone 5C, and only at Verizon and T-Mobile.
FORTUNE -- "Our September surveys indicated very strong initial sales and back orders for the iPhone 5s and strong iPhone 5c sales at the four tier-1 U.S. carriers and also in international markets."
So wrote Canaccord Genuity's T. Michael Walkley in a note to clients Friday that included the first published chart of where Apple's (AAPL) new MOREPhilip Elmer-DeWitt - Oct 6, 2013 6:10 AM ET
BTIG's Walter Piecyk set out to test the idea that there's a glut of the lower-priced iPhone
FORTUNE -- The received wisdom on Wall Street is that Apple (AAPL) went overboard on the iPhone 5C -- in both price and production -- and that millions of unsold units are sitting in the warehouses of Verizon, AT&T, Sprint and the rest.
BTIG's Walter Piecyk set out to test that theory by calling a few stores. MOREPhilip Elmer-DeWitt - Sep 27, 2013 5:54 PM ET
A week after its release, the iPhone 5C has gained some ground on the more popular 5S.
FORTUNE -- The early preference for the iPhone 5S over the iPhone 5C has faded a bit in the week since their release, according to a report issued Friday by Localytics, a Boston-based mobile analytics firm.
As of Sept. 22 Apple (AAPL) was selling 3.4 units of the iPhone 5S for every 5C. By Sept. MOREPhilip Elmer-DeWitt - Sep 27, 2013 11:00 AM ET
72 hours after launch, the higher-price iPhone represents 78% of activations worldwide.
FORTUNE -- If Apple (AAPL) designed the lower-cost iPhone 5C with the billion-plus Chinese mobile phone market in mind -- as many analysts opined -- someone forgot to tell the Chinese.
Of the nine countries included in the launch of Apple's new iPhones Friday, none showed less interest in the iPhone 5C than China.
A Localytics survey of 20 million iPhones conducted MOREPhilip Elmer-DeWitt - Sep 24, 2013 8:38 AM ET
The year of the iPhone 5s and 5c feels like an interim period of incremental -- though impressive -- upgrades.JP Mangalindan, Writer - Sep 23, 2013 10:51 AM ET
Apple surprised everybody with first weekend sales of the iPhone 5S and 5C.
FORTUNE -- If any of the dozens of Wall Street analysts who follow Apple (AAPL) predicted that the company would sell more than 9 million new iPhones over their first three-day weekend, we didn't get the memo.
Here's a sample of what the analysts are saying now. More as they come in, new ones on top.
Bill Shope, Goldman Sachs: Strong MOREPhilip Elmer-DeWitt - Sep 23, 2013 10:43 AM ET
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