Android continued to have the highest market share among mobile platforms worldwide, as expected, although the continued success of the iPhone 6 and iPhone 6 Plus helped drive iOS adoption higher in the first quarter.
Yep, as expected.
Kantar Worldpanel claims that 32.4% of Apple's new customers in the five big European countries surveyed switched to iOS from Android during the first three months of the year.
So it looks like the average was about a 3% switch to iOS because of the larger phones. And Kantar says 1/3 of those new customers came from Android. So basically about 1% of Apple's total customers came from ex-Android users. Not a huge number. Maybe 300K people in the UK, for instance.
So I take it that there are almost no wealthy people in Spain, Argentina, Brazil, or Mexico?
In the countries where high end phones sell best, such as the USA, buyers often spend $200 or less upfront. In some places, almost nothing. But that doesn't necessarily mean they're poor.
Subsidies are a key factor. Even rich countries avoid the iPhone without them. (See Japan example at bottom.)
Rich or poor, people around the world tend to spend $250 or less upfront for a phone. It's not about the total cost over time, it's the upfront layout that matters.
Another factor is that today, a $250-total-price smartphone is often actually a pretty nice device, with large screen and good capabilities. It isn't necessary to spend $650 for a good smartphone any more.
This is why Japanese are so smart ...
Yes. When the iPhone was first introduced in Japan, it sold extremely poorly. Like most countries without a subsidy, it only got to around 10% of the market.
Then the Japanese carriers started basically giving them away for free with a contract. Instantly iPhone adoption jumped like crazy.