Apple is separating the new smartphones into its usual low-cost versus high-cost categories, with big differences between the two models coming down to the camera, display, and battery life.
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iPhone 5s Supplies Approaching Demand with 90% Availability in Apple's U.S. Retail Stores
Total available iPhone 5s SKUs (excluding unlocked) have increased to 90% from 31% two weeks ago, and 10% at the beginning of October. Separately, we note that the lightest stocked store we checked had 67% of available SKUs. We view the improvement in supply as an encouraging sign that Apple has begun to catch up to demand. We continue to believe that Apple will reach supply-demand equilibrium by early December.While overall iPhone 5s availability of 90% slightly lags that of the iPhone 5 at 95% at this time last year, Munster notes that supplies of the iPhone 5s actually better reflect the current popularity mix of the various carriers, with AT&T and Verizon models seeing almost universal availability and only the less popular Sprint models lagging.
Munster's tracker currently omits the just-launched unlocked SIM-free models, as those devices are still showing 1-2 week shipping time and in-store availability is not shared through Apple's online store for those models. Munster appears to have been considering the unsubsidized T-Mobile models as representative of the broader category of unlocked for tracking purposes, as users have found that many of the carrier-specific iPhone 5s models are in fact already unlocked.