Understanding Apple's US business through CIRP data
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Earlier we looked at iPhone model sales, with emphasis on how a simplified lineup helped drive sales of the latest generation of iPhones. Also, we looked at the nine months for which these models have been available, rather than just a single quarter.
As the expected September announcement of new iPhone models draws near, we’ve received questions from clients, media, and friends about prospective upgrades.
Last week we asked how many customers can the new Apple Upgrade (leasing) program reach? At least for iPhones, we concluded it cannot get very far into the Apple customer base, since the vast majority of iPhones in the US are sold by the carriers. Apple Upgrade is available only at Apple Stores and Apple.com.
With considerable fanfare, last week Apple announced a new “purchase” program for many of its devices.
We now have the latest data on US iPhone sales and model mix.
A small but steady number of iPhone buyers switch from Android.
Not quite as robust as in the past couple of years, but generally on trend.
After Apple raised prices on iPads and Mac computers last month, speculation ran rampant about how consumers would react.
The other shoe dropped: about a week after what turned out to be a warning announcement, Apple raised prices on a range of products, by a lot.
Last week, Apple CEO Tim Cook said the quiet part out loud: soaring costs for memory and storage chips will likely lead to a price increase on Apple hardware.
Could iPhones actually lead to lower birthrates?
We continue looking at the characteristics of iPhone customers that kept their phone for a long time (buyers/owners) and those that retire them quickly (renters).
