KGI Securities analyst Ming-Chi Kuo expects Apple to ship 8.4 million iPhone 5C smartphones in the current quarter.
As for the iPhone 5S, he believes only 5.2 million units will be available this quarter, given the difficulties in the manufacturing process.
However, the analyst forecasts iPhone 5S shipments to increase by 438 % during the holiday season, totaling 28 million units in the period.
Kuo argues that in that case, shipments of the iPhone 5S would outrun those of the iPhone 5C for the quarter.
In the period leading up to December, budget iPhone shipments would rise by 122 %, counting up to 18.7 million units.
“Despite yield rate issues with fingerprint sensor module and casing, a timetable ensuring improvement has been established, which eases our concerns over 5S production,” Kuo said.
“We hold a positive view on growth momentum along the iPhone supply chain, for which we expect a jump from August followed by sustained growth into September and (the fourth quarter of fiscal 2013).”
The same analyst predicts that the current iPhone 5 could disappear from the offer as Apple may want to replace it with the low-cost iPhone.