CIRP says 181M iPhones in active use in US, but starting to level off
CIRP research signifies that the iPhone US put in base reached 181 million gadgets as of September 29, 2018, when put next to 176 million gadgets as of the tip of the June 2018 quarter and 159 million gadgets as of the tip of the September 2017 quarter
It says the put in base grew three% in Q3 of this yr, and 14% year-on-year. While this is vital expansion, the corporate says the expansion is levelling off.
For comparability, three hundred and sixty five days in the past, the iPhone US put in base grew four% over the prior quarter and 17% over the prior yr.
“The installed base of iPhone owners in he US is leveling off, and grows at a steady but historically slow rate,” stated Josh Lowitz, CIRP Partner and Co-Founder. “This should not come as a surprise, as Apple captured a sizable and stable share of a smartphone market that definitely matured. And, 181 million active smartphones users give the company a significant platform for the emerging strategy of selling more to that installed base. This will include promoting two revenue segments that Apple breaks out, Services and Other Products, which Apple just renamed Wearables, Home, and Accessories.”
CIRP estimates that the most recent fashions to be had in Q3 accounted for round 1 / 4 of the overall.
The latest iPhone fashions (XS, XS Max, eight, eight Plus and X) fashions account for 45 million gadgets, or 25% of the overall US put in base. This contains 2 million iPhone XS and XS Max gadgets offered in the final ten days of the quarter. The oldest iPhone fashions (6S, 6S Plus, and prior) account for 75 million, or 41% of the overall US put in base.
The iPhone XR was once now not on sale final quarter, but the company is constructive about its potentialities.
Apple seems to need upgrades to iPhone XR, with a mass-appeal heart dimension and lines which can be equivalent to the most recent XS and XS Max, but on the ancient flagship worth level. We can envision an improve cycle equivalent to the brand new iPhone 6 and six Plus, when greater than part of the put in base upgraded inside of a yr.
Analysts disagree on most likely iPhone XR gross sales thus far this quarter. Investors answered poorly to Apple’s announcement that it might now not divulge unit gross sales of the iPhone, in addition to reasonably disappointing steering. There was once additionally a sketchy declare that Apple has lowered manufacturing goals for the type.