iPhone 7, 7 Plus Grow US Installed Base – CIRP (Feb 2, 2017)
Consumer Intelligence Research Partners is often an interesting source of data, in particular on Amazon’s Prime base in the US, but also on other topics, in this case the US iPhone installed base. It suggests in this PDF press release that iPhone has a base of 132 million in the US, with the vast majority of devices in that base being models launched in the fall of 2014 or later, which puts the age of almost all of them at under 30 months. That’s striking at a time when upgrade cycles in the US have been lengthening, and Tim Cook was asked about that phenomenon on the Apple earnings call this week. The fact is that smartphone upgrade cycles have been lengthening, but the iPhone doesn’t seem to have been affected as much as other smartphones have. In part, that’s because iPhones have been the focus of both Apple’s own and carriers’ regular upgrade and leasing programs, and it’s partly the nature of the iPhone and those buying it. It’s also worth noting that the 132m figure is likely a tad high – it suggests a market share a little higher than most other sources I’ve seen. It also looks like the iPhone 7 sales cycle has kicked off faster than the 6S cycle, but more slowly than the 6 cycle, which is in line with evidence I’ve seen elsewhere.
via CIRP (PDF)
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