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.
