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 iPhones stood last month with respect to their competition at each of the major carriers.
That the iPhone 5S was selling briskly was no surprise.
What was a surprise, given initial reports of a "glut" of unsold units, is how well the iPhone 5C was doing. The Canaccord survey found it out-selling Samsung's Galaxy S4 at AT&T (T) and Sprint (S) despite shortages in certain colors and memory configurations.
The Galaxy S4, however, is still the No. 2 seller at Verizon (VZ) and T-Mobile, thanks in part, according to Walkley, to price cuts that Samsung initiated in June.
"We believe these price cuts combined with Samsung's aggressive marketing and effective advertising campaign for its existing and new high-tier smartphones, such as the recently-launched Galaxy Note 3, could potentially help Samsung reduce high-tier smartphone share losses to Apple in October despite the strong iPhone 5s and 5c demand."
Below: Canaccord's full chart.
This quarter, according to Canaccord Genuity, their positions may be reversed.
FORTUNE -- To simplify the chart at right -- drawn from data sent to clients Tuesday by Canaccord Genuity's T. Michael Walkley -- I've left out Nokia (NOK), Research in Motion (BBRY), Motorola (GOOG), Sony (SNE), LG and HTC.
That's because between them, Apple (AAPL) and Samsung shared virtually all the profits made selling mobile phones -- smart and not-so-smart -- over MOREPhilip Elmer-DeWitt - May 7, 2013 6:41 PM ET
From a 14.3% share of the global market in September to a 20.3% share in December
A note to clients issued Tuesday by Canaccord Genuity's T. Michael Walkley had good news and bad news for Apple (AAPL) investors.
The bad news, which we reported here, was that he expects sales of Amazon's (AMZN) Kindle Fire to cut sharply into the iPad's dominance of the worldwide market for tablet computers, reducing its unit MOREPhilip Elmer-DeWitt - Dec 7, 2011 8:03 AM ET
Estimates the iPad's share will drop from 74% to 53.2% by the time Christmas is over
The chart above is what Canaccord Genuity's T. Michael Walkley thinks the worldwide tablet market will look like this quarter after Amazon gets through disrupting it by selling a few million Kindle Fires at or below cost.
In a note to clients issued Tuesday, he estimated that ...
Apple's (AAPL) share of units sold will drop MOREPhilip Elmer-DeWitt - Dec 6, 2011 2:57 PM ET
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