Apple's U.S. iPhone User Base Sees Slowing Growth in Q1 2019

Discussion in 'MacRumors.com News Discussion' started by MacRumors, May 16, 2019.

  1. sinsin07 macrumors 68040

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    Mar 28, 2009
    #51
    A floating statement drawing a conclusion with no supporting data becomes an opinion.
     
  2. BuddyTronic macrumors 65816

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    #52
    Yes, I'd say there is a lot you are missing - camera for sure, but you'd notice a lot of differences in a new model
     
  3. pika2000 macrumors 603

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    Jun 22, 2007
    #53
    In a developed market like the US, this makes sense. Curiously, imo Apple should’ve focused in pushing people into the iPhone Upgrade Program instead of trade ins. Getting people to be in the iUP is the obvious step as that will ensure regular upgraders on a yearly basis.
     
  4. Baymowe335 macrumors 601

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    Oct 6, 2017
    #54
    If we believe this speculative data, does everyone now understand user base increases despite slowing sales?

    Apple saw this a mile away, hence the $50B services business growing at near 20%. iPhone sales had to slow at some point.
     
  5. bobenhaus macrumors 6502a

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    #55
    Gonna get even slower for Apple because of too much competition for the same specs at a lower price.
     
  6. Ramchi macrumors 6502a

    Ramchi

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    #56
    Yet, Apple is making record profits with slowing sales ! Looking at more expensive iPhones .......
     
  7. Rocwurst macrumors member

    Rocwurst

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    #57
    Actually it is. CIRP's figures give the 193m iPhones a MASSIVE 69% share of the 278m active installed base of smartphones in the USA (as reported by NewZoo) and still growing.

    Not sure why the Media persists in trying to make what is amazingly good news for Apple sound bad?
    --- Post Merged, May 16, 2019 ---
    Oh, and Apple does have around a Billion active iOS users across considering there are around 1.3 billion active iOS devices worldwide.
    Apple reported 782 million active iCloud users over 3 years ago and 885 million active iTunes/App Store users way back in Nov 2014. Asymco projected the latter figure would have passed 1 Billion active iTunes/App Store users by the start of 2015 and 1 Billion iCloud users by early 2017. And remember, a large proportion of those iTunes accounts are shared family accounts with the one credit card.
    [​IMG]
     
  8. aKansasKid, May 16, 2019
    Last edited: May 16, 2019

    aKansasKid macrumors regular

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    #58
    Doesn't line up with any average iPhone user I've met. These people are far too busy to bother with even setting up a new phone with a different OS, not to mention acquiring the fluidity of accomplishing their daily uses. It's like pulling teeth just to get them to swap to a newer iPhone (the setup part); forget about setting up a new OS for them.

    These average users I see everywhere aren't Apple-centric, never use customer service or an Apple Store, are annoyed by the update reminders, and don't sell their used phones, handing them down, instead. I make exceptions for techies and for the young adults who aren't swamped by careers, children, and family living. What keeps the truly average user on an iPhone is purely the conveniences of familiarity and saving time.
     
  9. magicschoolbus macrumors 65816

    magicschoolbus

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    #59
  10. sideshowuniqueuser macrumors member

    sideshowuniqueuser

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    #60
    Exactly, the lack of HP jack is the killer for me. When my iPhone 6 dies, I'll be changing to an Android. Not because I want to, but because there is so much high quality choice, and Apple's removal of functionality in their new phones rules them out.
     
  11. s15119 macrumors 68000

    s15119

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    Nov 20, 2010
    #61
    No surprise there. The Smartphone market is very mature. Growth will slow in cell phones while it continues to grow for wearables and tablets.
    --- Post Merged, May 16, 2019 ---
    Lack of headphone jack removes exactly no functionality.
     
  12. sideshowuniqueuser macrumors member

    sideshowuniqueuser

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    #62
    The "Tight integration/sharing data between Apple iOS/macOS/watchOS/tvOS apps." is actually a huge negative for me. When I upgraded laptops, but hadn't copied my music over, Apple's tight integration resulted in all the music being silently deleted from my phone. I simply couldn't believe it.

    And the "Tight integration" also makes it excruciatingly difficult to transfer files to/from.

    This "Tight integration" is actually one of the things that in a way makes me look forward to when my iPhone 6 dies and I move to an Android (because the new iPhones no longer have a HP jack).
    --- Post Merged, May 16, 2019 ---
    Only in your imagination. It's a big enough war trying to stop extortionately expensive lightning cables from disappearing, the last thing I want is to have the same issue with lighting HP dongles. Not to mention the charging whilst using headphones issue. And don't even get me started on the mess that is bluetooth, so don't even think about going there. I've had this conversation with iPhone 7 and newer users, and they all get in a ball of anger when agreeing that the lack of HP jack is a major pain in the butt. Yes, it damn well is a removal of functionality, and yes I damn well am going to move to Android because of it.
     
  13. Baymowe335 macrumors 601

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    #63
    And they all run Android, not an option for many. Specs are only part of the equation and iPhones have great specs.
     
  14. WiiDSmoker macrumors 65816

    WiiDSmoker

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    #64
    Yup. Staying with 8+ until then
     
  15. DoctorTech macrumors 6502

    DoctorTech

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    #65
    Thank you! I was going to say pretty much the same thing if you had not beat me to it (I would have just listed "high regard on privacy" as my #1)
     
  16. LovingTeddy macrumors 68000

    LovingTeddy

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    Canada
    #66
    Since when we need lease smartphone for god sake. I am still being amazed by how we love use credit for everything. This is how every household is so tied on debts and living pay cheque by pay cheque.
    --- Post Merged, May 16, 2019 ---
    Apparently it does for many. Android has more than 80% of market share. Maybe people in the North America are so obsessed with iPhone, but it is certainly not case outside of North America. Where what’s app and WeChat rules all.
     
  17. 69Mustang macrumors 604

    69Mustang

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    #67
    Well, actually it's like I said. You can't draw that conclusion from the info provided. For your conclusion to be true, the phone to person ratio would have to be 1-to-1. The data doesn't imply that and you can't infer it on your own.

    I have nothing to do with what you think the media is doing. I'm just pointing at the error in the logic in your original comment.
    In 2016 Apple reported 1 billion active devices. That's not iOS devices. That billion represents iPhone, iPad, Mac, iPod touch, Apple TV and Apple Watch. At that time Credit Suisse estimated that the average Apple customer owned 1.7 devices. That's close to 600 million users. We probably own more Apple devices per person today, so just guessing but I think that average probably went up. To get to the billion users against the 1.3 billion active devices, the average has to go down. I doubt it did.

    Using Apple's numbers regarding devices, you're not getting a billion users.
     
  18. CarlJ macrumors 68030

    CarlJ

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    San Diego, CA, USA
    #68
    Oh, it's certainly a conclusion you one can reach based on the data provided (as the person you're replying to so aptly demonstrated), it's simply a wrong conclusion. ;)
     
  19. pika2000 macrumors 603

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    Jun 22, 2007
    #69
    Majority of smartphone purchases in developed markets are through contracts, which is basically the same as leasing. iUP is the same, only it removes the carrier from the equation so customers deals directly with Apple for the hardware.
    Credit is useful when it is used wisely. With iUP, The iPhone XS 64GB is just $50 a month, including AppleCare plus. That’s just $600 after 12 months with 0% interest, and then you can upgrade to the latest iPhone then. Sounds like a better deal to me than paying $1k upfront for the same phone (not including AppleCare).

    If you fail to see the advantage of those program, suits yourself. Keep paying Apple thousands of dollars upfront.
     
  20. Blaze4G macrumors 65816

    Joined:
    Oct 31, 2015
    #70
    Advantage? There really isn't any financial advantage.

    I rather pay 1000 then sell the phone after a year for 700. After taxes my total expense is 400 while yours is 600. You lost 50% more money. How is this an advantage?

    Do you really think Apple has this lease program for customers to save money? Lol when did apple become a charitable company?
     
  21. UltimaKilo macrumors 6502

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    FL
    #71
    and it will continue to slow. Smartphone market has matured, time to find even new sources of revenue.
     
  22. Rocwurst, May 16, 2019
    Last edited: May 16, 2019

    Rocwurst macrumors member

    Rocwurst

    Joined:
    Nov 19, 2015
    #72
    Incorrect. NewZoo is the one reporting that there are 278m active smartphones in the USA. 191m iPhones divided by 278m smartphones gives the iPhone a 69% share of the active smartphones in the USA. The population of the USA = 327m so I’m not sure where your 1:1 ratio comes from?

    Um, you're using Credit Suisse's guesstimates. Using Apple's reported numbers, there were 785m active iCloud users in mid-2015 when they reported having 1 billion active devices. That is a ratio of 1.27 active devices per iCloud user.

    Incorrect. Apple reported 1.4 billion active devices in January this year - as Asymco’s chart demonstrates, they will now have hit 1.5 billion active devices.

    With 1.5 billion active devices, at a ratio of 1.27 devices per user, we are looking at 1.18 billion active iCloud users.
    --- Post Merged, May 16, 2019 ---
    Incorrect. We are talking active installed base here, not quarterly unit sales market share.

    Google just reported there are 2.5 billion Android smartphones and tablets and other Android devices.

    At the start of the year Apple announced there are 1.4 billion active Apple devices out of which about 1.2 billion are iOS devices (iPhones and iPads) and the rest Macs, AppleTVs and Apple Watches.

    That puts Apple's iOS at almost 50% the size of Google's Android platform worldwide.

    And it is not just North America that is obsessed, with Apple, many other developed nations re as well:

    Statcounter reports that iOS has significantly higher usage share than Android in many developed nations around the world.

    Countries where Apple’s iOS dominates Android by web share:
    Japan: iOS = 72%. Android = 27%
    Australia: iOS = 64%. Android = 36%
    Canada: iOS = 64%. Android = 36%
    Sweden: iOS = 63%. Android = 36%
    Denmark: iOS = 62%. Android = 38%
    USA: iOS = 58%. Android = 41%
    UK: iOS = 55%. Android = 44%
    Norway: iOS = 53%. Android = 47%

    And a few other countries where iOS is very close to Android
    Singapore: iOS = 45%. Android = 54%
    Netherlands: iOS = 44%. Android = 55%

    And China is right on the worldwide average for iOS web share – one reason why the glabal average for iOS is dragged down so far:
    China: iOS = 27%. Android = 70%
     
  23. Classie macrumors regular

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    Nov 3, 2018
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    Sweden
    #73
    There are not enough people in the US, and that’s why Apple has been pushing into the Chinese Market the past years.
     
  24. jasonefmonk macrumors regular

    Joined:
    May 5, 2011
    #74
    This is bad reasoning. There are many things that would bring you more security, but for want of convenience you take a short cut. Also, biometrics have advantages over keyboard input.

    A password is stronger than a passcode, yet most people do not use one because they are more difficult to enter. You could further add layers of security credentials and physical barriers, but again most people want the convenience.

    Of course there is the most common problem the average person will have with any password/code/pattern: someone seeing it entered! Many banks or parents would tell you how easy shoulder-watching is. Entering your biometrics doesn’t reveal your password which is advantageous.

    Face ID is very secure and very convenient, maybe you should reconsider your choices.
     
  25. stylinexpat macrumors 68000

    stylinexpat

    Joined:
    Mar 6, 2009
    #75
    Higher prices don’t justify upgrading. Wait till new tariffs are added and then wait till next quarter earnings come out
     

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