Apple sold a record (for the quarter) 61.2 million iPhones in Q2, following a very successful iPhone 6 and 6 Plus launch. So popular are the first large-screened new iPhones that markets around the globe are seeing increase in demand for them, and almost exclusively at Android's expense.
Kantar Worldpanel. More importantly, however, 32.4% of all new Apple customers in the quarter ending March came from Android.Take Europe's five largest markets (EU5) — Germany, UK, France, Spain, and Italy — iOS reached a 20.3% share of total sales there, a 1.8% increase year-on-year, according to a new study from
Years of negotiating with Chinese telecoms (and the autocratic government behind them) also wasn't for naught, as China is now Apple's largest market — ahead even of the United States — after growing its share there from 17.9% to 26.1% in the past year. The new buyers were almost exclusively from the Android camp (8% drop for Google's OS).
"... decision was driven by receiving a good price on the phone.", with another 29% citing a really good tariff/contract as a major factor behind their purchase. There's nothing inherently bad about this, though it does highlight why many Android manufacturers are unable to turn up serious profits — there just aren't any in the low- and ultra low-end markets.Another segment of the study reveals what many of us already know: Android's popularity is, in large part, owed to the diverse devices carrying it. In fact, 35% of Android buyers in Q1 said that their
Turning to Windows, the researchers note that while France saw a jump in Windows Phone-based handsets (from 8.3% to 14.1%), most other markets saw tepid performance from Microsoft's mobile OS. If the software giant delivers on its many promises with Windows 10, next year's first quarter might well be different.
While we're sure that more factors than one contributed to Apple's great sales as of late, one can't help but wonder what percentage of those were prompted by Apple's move to a bigger form factor. Judging by the Android outflow in some markets, we can speculate that it made a great deal of difference — after all, large screens have been an Android specialty for a while.