» Why the iPhone 5C?

Ben Thompson notes why Apple has to change the game from its high margin, carrier-subsidized business.

…this model by definition relied on carrier subsidies, and only some markets have a subsidized model. Those markets are being increasingly saturated, and Apple simply doesn’t have a competitive offering for the rest of the world.

Thus the iPhone 5C, and thus we can rule out extremely high prices.

His guesses on the mix of models and prices are interesting, too.