iPhone market share as a percentage of installed base is rising. They’re selling fewer new phones because the old ones last longer. This is good for consumers. We’re keeping the phones longer, spending less on upgrading them and making less waste.
If flagships were 400 a pop (which is what they are worth to me), I would buy one every year.
New iPhone activations are down to a low not seen in the U.S. smartphone market for the last six years, according to a new Consumer Intelligence Research Partners (CIRP) report.
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While CIRP notes that Apple's installed smartphone base is higher than recorded activations, the figures show its share of new iPhone activations fell from 40% to 33% over the past year, suggesting a shift away from the higher market shares Apple enjoyed in previous years.
Historically, around the time when competitors like Blackberry and Windows phones were more prevalent, iPhone's activation share hovered around one-third. This increased steadily until the first year of the COVID-19 pandemic when various factors contributed to a spike in activations. However, Apple's iPhone share appears to have reverted to its long-term average, with two out of three new smartphone activations now from Android devices.
CIRP suggests the decline is due to the increased price of modern smartphones as well as better durability. While innovation has slowed, there has been a shift from two-year subsidized purchases to more transparent buying plans, which has prompted consumers to hold onto their devices for longer. This trend appears to impact iPhone sales more significantly than those of Android devices, suggesting Apple may need to adjust its strategy to regain market momentum.
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The report covers a 12-month period ending each quarter and includes data from CIRP's quarterly survey of mobile phone customers. The aim of this approach is to remove the seasonal spikes typically associated with new device launches and holiday sales, providing a clearer view of ongoing trends, according to the firm.
Article Link: Android Bosses iPhone in Smartphone Activation Market Share
not surprised. Apple has proposed the same phone for half a decade with little to no innovation other than name change, anti-consumer choices (old cpu in non-pro version, extortionate pricing models etc). The market reacted and it will react even more if Apple doesn’t change their ways. And their syrategy to rely on subscriptions and services will be hindered significantly by the European Union as well as legislation from other countries. Apple should focus on what it used to be good at: excellent hardware and great software.
But also a very true fact.Cue the "Tim Cook is horrible, this never would have happened under Steve Jobs" rants... 😏
In business its always price, end of story. They're pricing themselves into oblivion and customers are starting to notice the nickel and diming strategies they have employed.When you look around, most people seem to not care about how much an iPhone costs. I see people who own the Pro model just to have it, as well as many owning an Apple Watch Ultra but never actually venturing into the woods. The issue of price seems irrelevant by now. In my opinion, the focus on why not as many iPhones are being sold has shifted towards "durability and reliability". A study by Asymco has shown that, on average, over the past ten years, an iPhone has been used for four years and three months.
Agree with everything and I am pretty much the same. Recently came back over to Windows and with a few Apple products thrown in.As prices rise, buyers scrutinize value proposition harder. "Wow! Now it costs $X,XXX. Can I get another year out of an 'almost as good' <thing> I already own?"
Apple needs higher pricing to keep the "another record quarter..." announcements train rolling down the track. Pleasing Wall Street (and especially the recurring spin of 'another record quarter') seems like it rules all decision-making these days... which is why so many decisions can feel "greedy" more than anything else. There is some price tier(s) where a segment(s) of even historical fans opt out and/or kicks the can for another year or three.
Consumers need a perception of greater value in new releases... a "bargain" if you will through a consumer lens... and not just in iPhone but in all Apple products. Instead, it feels like the Corp has forgotten where the revenue flow starts... and/or that another way to delight shareholders is as a byproduct of happier customers being moved to buy more stuff instead of maximizing profit on every single transaction.
I'm a 20+ year Apple everything guy in need of an updated MB. I was ready to buy on launch day of M2 MBair until I configured it as I wanted it. Unlike PCs where there is robust competition for upgrade "parts", Apple upgrade pricing is relatively ridiculous. So that easy Mac sale did not occur... nor have I "come around" since that launch... even at refurb offerings (10%-15% off "ridiculous" is still relatively ridiculous). Instead, I purchased a $55 third party battery to reinvigorate the existing MB for another year or two. This has me fully considering a PC laptop instead of MB. 5+ years ago the ONLY choices could have been MBpro vs. MBair. Now a PC is firmly in consideration.
What is the whole OCLP thing about? A hack to let people squeeze more years out of the aging Macs they already own. Is a very security-minded crowd turning to a third party hack so they can upgrade macOS which- among other things- promises more security (against hacks)? Think about it: choosing a fundamental hack for better protections against hacks. And then there's the other thought: look there, aging hardware CAN readily run macOS updates beyond when the Corp chooses to cut them off. With that hard proof, why doesn't the Corp just extend some useful life value? [rhetorical: we know]
5+ years ago when I had to run anything in Windows, I'd run it in a Mac via Bootcamp. Now, I've added a PC desktop for "old fashioned bootcamp" since ARM Windows is not full Windows.
5+ years ago, all of my computing would be done on an Apple-branded screen. I'm viewing this post on a Dell 5K ultra-wide screen. Why Dell? Much more screen R.E., multiple inputs to support "old fashioned bootcamp" too and a built in hub with many 2024 useful ports instead only 3 of one type. Looks fantastic with the Mac I have AND the PC (and has 2 more inputs should I want to use it with anything else).
3+ years ago, I would only consider AirPods for buds. When my APP2s wore out and rumors of APP4s flying, I decided to try some $20-but-well-rated cheapies on Amazon to try to bridge the gap. They look, feel, sound and work as well as the old $169 APPs. So now AirPods is no longer a "must-or-bust" purchase.
HomePods? Nope, I chose the much more flexible and open Sonos for smart speakers, which work as well with Mac, Siri, Home, Airplay, Music, etc... and already offer Apple fan wants like true surround sound setups and soundbars. Sonos pricing is very much like Apple pricing. So unlike the buds proposition, Sonos was not about price but about relative VALUE for about the same money.
Similarly, that Dell monitor cost about the same as an ASD with stand option or an iMac 27" which had the same monitor in it + an entire Mac + keyboard + mouse in box too. Again, the message is consumer VALUE.
These are the kinds of things that happen for some of us when a CORP goes too far towards pleasing shareholders at the (ever growing) expense of customers. We start considering OTHER options, try OTHER things and realize that our tech itches can mostly get scratched as well- or better- with other products... and/or at lower-to-much-lower prices. That "old fashioned bootcamp" PC purchase got me a gaming PC with TEN TBs of fast SSD and 32GB or RAM for LESS than only the 8TB upgrade price of Apple SSD (alone- not counting the Mac or RAM). AAA gaming??? It's already thoroughly established on PCs... as are countless other great apps NOT available for Mac.
While I did NOT expect it at all for only $20, I've owned the "temporary" buds for 2 months now and they are at least as great in my objective opinion as the $169 APP2s they replaced. I consider that shocking as an Apple guy... but ears don't lie.
5+ years ago, my household looked like an Apple store. Now there's only some Apple stuff. Hopefully in 5 more there's still at least some Apple tech. The trend is not their friend in this microcosm. How to "fix" it? Show me more consumer value for the money... like it seemed up to about 2015-17 or so... when the Corp margin target was >7% lower than where it is in 2024. Maybe I'm alone in such thinking?
While I think this thread is another in a long line of meaningless discussions about Apple, wherein the "Apple sucks!" crowd thinks they have been proven right.*
But, let's say you're actually correct and Apple is losing market share in the US. I'd say Great! The DOJ case, that Apple is a monopoly (a claim I think the DOJ will lose) just got much more difficult for them. SWEET!
*(btw, there is no "right" in these discussions because everyone has a different metric by which they decide what they want. "Market share" is simply one metric that doesn't mean anything to most buyers of products. For example, Porsche has a .98% market share in the auto market. Does anyone think Porsche is running their business wrong? Why some of you are even focused on market share mystifies me. But again, I think it's mostly for confirmation bias. You've said that Apple is awful for a variety of reasons and now you're just looking to back up your claim. It's a meaningless discussion).
I've been amazed how well Windows 11 runs and how the whole feel of the OS has improved since I last used it in 2004.You are far from alone. Your anecdote here could just as well be mine, though I go back to 1993 as an Apple user. Apple’s dismissal of AAA gaming on Mac was a big driver for me on the computer side of things. I bought lots of Mac desktops and laptops over the years. Used to Bootcamp Windows to play, then built a Windows machine for gaming. Later got into game development for work so that made Windows an obvious choice going forward. And shopping for Windows computers (pre-built or in parts) really highlights the price disparities, and that’s without even taking into account the limited (being charitable here) expandability on the Mac side. Haven’t bought a Mac of any kind since 2012.
Value for the money, indeed.
On computers, Windows came a long way in reducing the “always in your face, interrupting your flow” PITA factor I experienced in the early days so the perceived value of MacOS was diminished, to my eyes at least. I’ve never tried an Android phone so I can’t say, but if they have made similar strides in the user experience, something similar could happen to the iPhone market over time if consumers don’t perceive enough value to warrant the premium.
I wonder if Apple could stand to benefit from an 18month release schedule for phones, rather than the annual cycle currently.
It would allow each model to be a bigger jump from it's predecessor, giving people more of an incentive to upgrade. It would also align better with (US) carriers' 3-year upgrade cycles.
I had my 4S for four years, my 6S for five years. This is year 4 for my 12 Pro. Each new phone was a major step forward for me. My usage is pretty simple, and nothing new since the 12 Pro has induced me to upgrade. Probably no upgrade this year based on rumors. But I don't see Apple's strategy of high prices and great durability changing to cheap and flimsy to compete with more Android phones.
Ok. I will give it a shot. Note that some of whats below is not IOS's fault - its choices made by Apple:
1) Notifications in IOS are a joke. If you have used Android, you know exactly what I mean.
2) Home screen layout - I can make it my own as opposed to Apple's own.
3) I can use the 'real' firefox with Ublock instead of being stuck with Webkit.
4) File Management easier, more flexible, more intuitive on Android.
5) The Back button
Basically when I buy an Android phone I can make it look and work the way I want. With an Iphone the best I can do is make it look and work the way Apple wants. I want freedom of choice.
I will admit if I used a Mac, an Ipad and an Apple watch I might be stuck with IOS. Luckily I use Windows and don't have a tablet or a watch so I am not captive to an ecosystem.
Apple has reached great heights before, then verged on bankruptcy.Amazing a company that has gotten so much wrong has managed to reach a $3T evaluation.
Under Steve Jobs Apple paid zero dividends to its shareholders. So he never worked to satisfy the shareholders. Tim Cook paid dividends within a year of him becoming CEO, opening the door for greed and pushing their need for large profits over the core values of the company which is great products.Yep. I miss the days when we bought everything from non-profit companies, who had no desire to maximize shareholder value. Weren't those lovely, albeit imaginary, times?
Under Steve Jobs Apple paid zero dividends to its shareholders. So he never worked to satisfy the shareholders. Tim Cook paid dividends within a year of him becoming CEO, opening the door for greed and pushing their need for large profits over the core values of the company which is great products.
Steve's mantra was great products at reasonable prices. Said it himself in an interview you can look it up on YouTube. He even points out high overpriced products as the reason Apple failed after he left.
Just shows the different mindset between him and Tim Cook. Tim Cook could never have built Apple he is hanging on the coattails of Steve Jobs legacy.
You are far from alone. Your anecdote here could just as well be mine, though I go back to 1993 as an Apple user. Apple’s dismissal of AAA gaming on Mac was a big driver for me on the computer side of things. I bought lots of Mac desktops and laptops over the years. Used to Bootcamp Windows to play, then built a Windows machine for gaming. Later got into game development for work so that made Windows an obvious choice going forward. And shopping for Windows computers (pre-built or in parts) really highlights the price disparities, and that’s without even taking into account the limited (being charitable here) expandability on the Mac side. Haven’t bought a Mac of any kind since 2012.
Value for the money, indeed.
On computers, Windows came a long way in reducing the “always in your face, interrupting your flow” PITA factor I experienced in the early days so the perceived value of MacOS was diminished, to my eyes at least. I’ve never tried an Android phone so I can’t say, but if they have made similar strides in the user experience, something similar could happen to the iPhone market over time if consumers don’t perceive enough value to warrant the premium.
Nobody is captive to an ecosystem. That has always been an absurd claim. You have not achieved freedom with your phone.
Serious question, what features people use daily on Android that are missing in iOS ?I said this before on this forum and I’ll say it again, iOS is lacking tremendously when it comes to AndroidOS and ppl want more bang for their buck. Before I grabbed a 15 Pro Max I was heavily considering a S24U from Samsung. The phone is a beauty and the OS just delivers more. I think many ppl are in a chokehold due the ecosystem, iMessage with friends and FaceTime. Once RCS becomes available on the iPhone we might end up seeing a mild exodus from iOS altogether. Who knows? But one thing for sure is Apple absolutely has to stop throwing around the word “innovative” when it comes to these devices when their direct competitor is almost light years ahead of them with their technology.
In business its always price, end of story. They're pricing themselves into oblivion and customers are starting to notice the nickel and diming strategies they have employed.
The S24 Ultra blows away the iPhone 15 Pro Max in design and AI. Hopefully Apple can improve the design significantly and make the iPhone smart for once.While CIRP notes that Apple's installed smartphone base is higher than recorded activations, the figures show its share of new iPhone activations fell from 40% to 33% over the past year, suggesting a shift away from the higher market shares Apple enjoyed in previous years.
Historically, around the time when competitors like Blackberry and Windows phones were more prevalent, iPhone's activation share hovered around one-third. This increased steadily until the first year of the COVID-19 pandemic when various factors contributed to a spike in activations. However, Apple's iPhone share appears to have reverted to its long-term average, with two out of three new smartphone activations now from Android
The only two things I miss about Android...Where exactly is iOS "far behind" Android? List specifics and why Android is ahead of iOS.
Do new activations mean that much? The average iPhone user keeps their iPhone for a lot longer than the average android user keeps their android.