Tuesday, November 26, 2013

Apple's iPhone 5s Is Ramping Faster Than The iPhone 5

In the past two weeks it appears that Apple AAPL +1.84%’s iPhone 5s has become a larger percentage of the iPhone install base than the iPhone 5 was a year ago. Fiksu tracks its Software Developers Kit (SDK) being used on individual iPhones so this can provide one datapoint on what percentage of any given model is being used and how well sales are going. (Note that my family and I own Apple shares).
iPhone 5s is opening a meaningful gap over the 5
Fiksu’s latest graph shows that the 5s was being used on 7.53% of all iPhones as of Monday, 66 days after it was launched, vs. the 5 which was on 6.16% of all iPhones at the same time post-launch a year ago. Starting on the 53rd day post-launch the 5s has increased its presence on the overall iPhone install base to a 20% plus faster rate (7.53% divided by 6.16%) than the 5.

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