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iPhone XR nearly half of recent US iPhone sales ahead of iPhone 11 launch

iPhone XR

CIRP has released a new report today with its estimates for how well each iPhone model sold during Apple’s Q3 (calendar Q2). In addition to the iPhone XR being far and away the most popular iPhone in the US ahead of the upcoming iPhone 11 launch, the firm has data on how well Apple’s Services are doing with iPhone owners.


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Report: iPhone’s US activations up 10 points in Q4 2017, up 5 points year-on-year

The latest CIRP data indicates that Apple increased its US iPhone activations ten points in the final quarter of the year, from a 29% share in the September quarter to a 39% share by December. More significantly, activations were up five points year-on-year, from 34% in Q4 2016 to 39% in the same quarter last year.

The popularity of the iPhone X and iPhone 8/Plus pushed Apple further ahead of Samsung …


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CIRP data illustrates the ‘pause’ in iPhone sales described by Tim Cook

The latest data on U.S. iPhone sales from Consumer Intelligence Research Partners (CIRP) illustrates the ‘pause’ in iPhone sales described by Apple CEO Tim Cook in the most recent earnings call. The company’s data indicates that the iPhone 6s/Plus accounts for the largest proportion of models owned, at 34%, with the original iPhone 6/Plus just behind at 33%. The Phone 7/Plus, in contrast, sits at 26%.

“Growth in the US installed has slowed considerably in the past year,” added Mike Levin, Partner and Co-Founder of CIRP

While CIRP puts forward a number of possible explanations for this slowing growth, Cook blamed it primarily on one factor …


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CIRP data worrying for Apple, shows Americans slower to upgrade their iPhones, half now keep 2+ years

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Data from Consumer Intelligence Research Partners shows that iPhone owners are holding onto their phones longer before they upgrade them. Three years ago, almost two-thirds of iPhones in use were just 1-2 years old, but CIRP says that number has now fallen to just 51%.

CIRP attributes the change to a combination of the slowing pace of development and carriers switching from phone-inclusive plans to separate financing for the phone itself …


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Report: Apple now at over 100 million iPhones in use in the US

Consumer Intelligence Research Partners (CIRP) is out with a new report today claiming Apple is now at over 100 million iPhones in use in the US. That means Apple has crossed 100 million active iPhone units since CIRP reported 97 million iPhones in use back in August, according to the research firm’s data.
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Huge iPhone growth is more than a one-off blip, argues Tim Cook, with most still to upgrade

Updated quote with WSJ correction:

https://twitter.com/daiwaka/status/560882525854121984

While few would expect the record-breaking surge in iPhone sales generated by the larger-screened models to continue into subsequent quarters, Tim Cook argued in a WSJ interview that the potential is there.

In an interview, Apple Chief Executive Tim Cook, not surprisingly, argued that the demand is more than temporary. He said fewer than 15% of older iPhone owners upgraded to the iPhone 6 and 6 Plus and that the majority of switchers to iPhone came from smartphones running Google Inc.’s Android operating system.

“We certainly believe there are legs to it,” said Mr. Cook of the iPhone sales surge.

Cook noted during the Q1 earnings call that the current iPhone lineup had experienced “the highest Android switcher rate in any of the last three launches.” With CIRP data suggesting that the US rate of switching from Android to iOS has remained broadly constant, that suggests the bulk of switchers have been outside the US–China in particular … 
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Apple regains lead over Samsung in US smartphone market thanks to new iPhones

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If you jump back to calendar Q3 2013, Apple was falling behind Samsung in US smartphone marketshare with just 34% of the market compared to Samsung’s 38%. The theory at the time was that US buyers were holding out for the new iPhones that launched in September. Fast forward to last quarter, the three month period ended December 31, and that theory appears to be holding up. Consumer Intelligence Research Partners (CIRP) just sent over its latest reports showing Apple has once again taken the lead thanks to a strong holiday quarter of iPhone sales. 
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Apple wins three times more customers from Samsung than Samsung does from Apple

New figures from CIRP reported in Fortune show that Apple wins three times as many smartphone customers from Samsung as Samsung does from Apple: 20 percent switched from a Samsung handset to an iPhone, while only 7 percent switched in the opposite direction.

Unsurprisingly, the biggest chunk of iPhone buyers – 42 percent – were upgrading from a previous iPhone, while the rest were split between those switching from other brands (around 30 percent) and those upgrading from a featurephone (26 percent) – with a handful of first-time cellphone buyers making up the rest.

With iPhone prices higher than the average for Samsung’s range of smartphones, it’s also no surprise to see that the educational attainments of iPhone owners tend to be higher, this being a rough proxy for income.

Consumers in U.S. make case for low-cost iPhone demand w/ increased sales of previous generation iPhones

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New numbers out today from research firm Consumer Intelligence Research Partners (via AllthingsD) show that consumers in the U.S. are purchasing an increasing number of previous generation iPhones compared to recent years. It certainly helps make the case for a much rumored lower-cost iPhone, with the iPhone 4 capturing 18 percent of iPhones sold in the US during the June quarter, and the iPhone 4S an impressive 30 percent.

As noted by AllThingsD, the 52 percent of total iPhone sales captured by the iPhone 5 is much less than the iPhone 4S had just nine months into its release:

Nine months after the iPhone 5′s debut, it accounts for about half of all iPhone sales. The 4S still accounted for nearly three-quarters of iPhone sales almost a year after its launch.

While the obvious conclusion to draw from the data is an increased demand for a lower priced iPhone, CIRP’s Josh Lowitz thinks Apple could continue to take on the lower price market in the US with its previous generations of iPhones:
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