Charles Arthur

Two 'Charles Arthur' stories January 2014 - February 2015

The iPhone and iPad reportedly captured 93% of mobile device profits in holiday quarter, 79% across 2014

Apple reported the largest profit ever recorded by a public company in the holiday quarter, mostly driven by sales of 74 million iPhones with an average selling price of $687. According to Cannacord, this meant Apple captured 93% of handset smartphone profits. Perhaps more staggering is that it claims Apple dominated on similar levels across the entire of 2014 — with 79% of mobile device profits.

The analyst expects continued growth for the iPhone for the next few users, with an estimated 650 million iPhone users by the end of 2018.

Expand
Expanding
Close

iOS/Android market share vs. installed base visualized

As the Guardian‘s Charles Arthur points out, market share is a very different thing to installed user-base. The highly-detailed piece is worth reading in full, but the take-out is the bottom graph. That’s what the real world of U.S. smartphone users looks like. Or, to put it in two sentences …

Here’s the reality: at the time this was written, more than 40% of the smartphones in use in the US […] were iPhones. Only about 51% of the smartphones in peoples’ hands in the US are Android phones.

Smartphone adoption as a whole has grown at a rapid rate, and within that iOS and Android have, in the U.S. (and many other developed markets, I’m sure) grown at pretty much the same rate, with a rather modest gap between them.