Apple's US iPhone installed base growth slowed dramatically last quarter

Apple's US iPhone installed base growth slowed dramatically last quarter
The long-term success of Apple Arcade and Apple TV+ is largely dependent on the iPhone installed based. During a recent earnings call, Apple revealed that its global installed base reached record levels during the past quarter and new data gathered by the Consumer Intelligence Research Partners (CIRP) suggests this was also the case in the US.

A survey of 500 Apple customers contacted between September 29 and October 10 indicates the iPhone US installed base reached 204 million units during the July-September quarter. This number is Apple’s highest ever and is up from just 181 million users a year earlier. However, not everything is positive.

According to CIRP, the increasingly saturated smartphone market combined with slow iPhone sales and a lower number of Android switchers meant Apple’s US iPhone installed base growth dropped to the lowest levels registered by CIRP since it started tracking iPhone sales in 2012. Fortunately, consumers are now keeping their iPhones for longer than ever which means the overall size of Apple’s installed base is protected.

In regards to Apple’s other products, CIRP claims almost 25% of US customers now own an Apple TV while 20% have reportedly purchased an Apple Watch. The company’s AirPods, on the other hand, are owned by about 7% of people and the penetration of Beats products continues to grow.

The current quarter is typically Apple’s strongest and the iPhone 11 is performing strongly which means a big boost to the iPhone installed base in the US market is to be expected. AirPods popularity should also continue to grow thanks to the recently released AirPods Pro but it’ll remain to be seen how the company’s other products perform.

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14 Comments

1. midan

Posts: 3097; Member since: Oct 09, 2017

I had no idea Apple TV being this popular

2. tedkord

Posts: 17452; Member since: Jun 17, 2009

I only came to this article to read the spin from the ADF.

3. Vokilam

Posts: 1343; Member since: Mar 15, 2018

Here you go: Apple knew about this trend way in advance and easily making up for it with services and subscriptions.

13. tbreezy

Posts: 115; Member since: Aug 11, 2019

Sorry to disappoint: “ Fortunately, consumers are now keeping their iPhones for longer than ever which means the overall size of Apple’s installed base is protected.” Unlike in Android, we get updates over 5 years, our phones are not throwaway toys, so we keep them longer. :)

15. inFla

Posts: 165; Member since: Aug 17, 2018

Keep them longer because it takes that long to pay them off.

4. Vancetastic

Posts: 1698; Member since: May 17, 2017

Well, looks like it's time for Apple to just shut it down and give the money back to the shareholders. Too bad ..they had a good run, though.

5. Alcyone

Posts: 533; Member since: May 10, 2018

Dang, I was hoping to buy into Apple. Taking money from clueless people is so easy these days.

6. whatev

Posts: 2396; Member since: Oct 28, 2015

Lol, he was being ironic

7. gjkiii

Posts: 39; Member since: Oct 25, 2013

Only 7% of the people own airpods? I thought it was higher than that baseson the way apple talks.

8. OneLove123

Posts: 1244; Member since: Aug 28, 2018

I only see like two people that has these q tip lookin thing.

9. aegislash

Posts: 1526; Member since: Jan 27, 2015

Where do you live? Must not be populated heavily. Here in Boston, it seems every other person owns a pair.

10. TBomb

Posts: 1632; Member since: Dec 28, 2012

I only know 2 people that owns m Apple TV thingy. Airpods are much more common in my experience. 25% TV seems a little bit crazy. That's 1/4 of the US population....

11. Vokilam

Posts: 1343; Member since: Mar 15, 2018

So you checked everyone’s houses?

12. Vancetastic

Posts: 1698; Member since: May 17, 2017

I'm the only person I know with an Apple TV thing, and it's five years old. The remote is the dumbest thing ever, as an aside.

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