From Wednesday's CIRP news release: "Android Gains in Quarter, at Expense of iOS"
Click to enlarge:
“Among phone brands, share remained relatively stable compared to last year,” said Mike Levin, Partner and Co-Founder of CIRP. “Apple’s share was unchanged, and with the Galaxy 8 launch, Samsung seems to have recovered from any decline in share caused by the Galaxy Note 7 recall. LG continues to establish a presence as the other dominant Android manufacturer, so for now the market appears to belong mostly to those three manufacturers.”
Sounds about right. We're in the summer doldrums. Apple tailwinds come in this fall.
And of course this is activations, not products-in-use. see https://www.appleworld.today/blog/2017/7/19/almost-two-thirds-of-all-iphones-are-still-being-used
1) iOS is 25% of SmartPhone in use.
2) Apple does NOT need to compete below $400. Used iPhones address this segment.
Or, put it this way, iPhone market share, including used iPhones, is more like 20% world wide, with prices starting below $200. There are well established commercial used iPhone channels plus the friends and family channel.
More data would show us more clearly the impact of that Samsung issue.
Finally, we can expect that some amount of potential iPhone buyers/upgraders are holding off for the Anniversary iPhone. That could be the main reason why June ’16 and June ’17 look like dead ringers for Apple and Samsung. But those holdouts will eventually swell the ranks of Apple customers.
I’d like to see PED revisit this chart next year about this time….
Granted, the second phone isn’t really free. Only the up-front amount is free and the balance is paid over the course of the contract … and beyond, depending on how bright the user is.
I’ve never seen any carrier give away current model iPhones. Geez, maybe that’s why they reap almost all the industry profit with such a minuscule market share.
I prefer profit. You can’t pay for groceries with market share. 🙂