Apple: What’s in your pocket?

From a comScore press release issued April 19:

Before the release of the iPhone 7 models in September, the iPhone 6 device family had continued to rapidly expand its footprint. According to comScore MobiLens®, there are still nearly 50 million iPhone 6 users, in addition to the more than 20 million iPhone owners who have a 5 model or earlier. These 70 million collectively represent a huge base of users who are ripe for an upgrade cycle later this year when the iPhone 8 is expected to be released.

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The ripeness of Apple installed base is one reason Wall Street is so excited. See Apple analysts scramble. 

6 Comments

  1. David Emery said:

    Ok, what does it mean if I’m “ripe”? Ready for picking?

    0
    April 21, 2017
  2. Fred Stein said:

    There are 24.9M small form factor users: SE, all 5/4/3 combined. Apple could provide a successor to the SE, and pick up that upgrade business. No big deal. Just one more incremental, high ROI opportunity.

    0
    April 21, 2017
  3. William Kortum said:

    My understanding is that in September Apple will discontinue support for their old 32 bit architecture and only support 64 bit architecture (which has been used on all models since the 5S). This will likely cause small form factor fans with an iPhone 5 or earlier – such as myself – to upgrade. May add momentum to this next cycle.

    0
    April 21, 2017
  4. Tom Wyrick said:

    The labels (legend) seems wrong for the 6/6+ and 6S/6S+.

    Sales of the next generation iPhone in the USA will almost entirely come down to the number of retired iPhones, since by this late date most consumers are either locked into iOS or Android. The iPhone 6 and 6S are still modern phones, so people won’t retire them unless the 7S and/or “8” offer compelling advantages. (Maybe AR.)

    Beyond utility, an upgrade may also be motivated by status. It seems the “8” will be this year’s status model, so sales of 7S/7S+ may be weak. Not enough new features to appeal to 6/6S owners, not enough status to compete with iPhone “8.”

    So as far as the USA market goes, I predict this year’s iPhone crop will be about boosting margins, not units.

    0
    April 21, 2017

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