Apple iPhone installed base hits 181 million units in the U.S.; major upgrade cycle imminent?

Apple iPhone installed base hits 181 million units in the U.S.; major upgrade cycle imminent?
Based on data compiled by Consumer Intelligence Research Partners, LLC (CIRP), at the end of the fiscal quarter that ended on September 29th, the U.S. installed base for the Apple iPhone had reached 181 million units. That is up 5 million handsets from the previous quarter, or a 3% hike in the U.S. installed base sequentially. On a year-over-year basis, the increase works out to 11%.

While the slow down in the growth of the U.S. installed base might not be good for Apple, the large number of units installed in the states will help Apple with its goal to increase Services revenue to $50 billion by 2021. This should also be a large platform from which Apple can increase sales of the newly renamed "Wearables, Home, and Accessories" division. As per Street Insider, Morgan Stanley analyst Katy Huberty sent a note to her clients today that stated how Apple's Services unit will be the copany's main driver of growth over the next 5 years, replacing the iPhone in that capacity. Huberty sees Services' top-line growing at a 20% rate over the next five years, and expects margins in the sector to widen as well.

CIRP's figures show that newer iPhone models like the iPhone XS, iPhone XS Max, iPhone 8, iPhone 8 Plus and iPhone X make up 45 million units, or 25% of the U.S. installed base. This figure includes 2 million iPhone XS and iPhone XS Max units sold during the last ten days of the fiscal quarter. Meanwhile, older iPhones like the iPhone 6s, iPhone 6s Plus and earlier models, account for 75 million or 41% of the U.S. installed base. This could lead to a surge in sales of the lower priced iPhone XR as older models are replaced via upgrades.

As a result, CIRP says that it can see an upcoming wave of iPhone upgrades similar to what Apple experienced when it released the iPhone 6 and iPhone 6 Plus. During that cycle, half of the U.S. installed base upgraded to one of the latest iPhone models within a year.


The data cited by CIRP was the result of 500 U.S. Apple customers who were surveyed from October 1-10, 2018, and who had purchased an iPhone, iPad, or Mac in the states during the July-September 2018 quarter.

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62 Comments

1. midan

Posts: 2707; Member since: Oct 09, 2017

2. Papa_Ji

Posts: 838; Member since: Jun 27, 2016

This site is completely useless... Most of its data is worng. But, its good for iSheep to stay with those false data.

5. midan

Posts: 2707; Member since: Oct 09, 2017

Why so bitter? And denial? Even if the data is wrong you can't deny that iPhone userbase is growing very fast and it's happening for reason. All new iPhones are selling very well and that's what that site shows realtime.

6. Papa_Ji

Posts: 838; Member since: Jun 27, 2016

It's not growing... its rapidly decreasing.... Apple officially has statred hiding those sales numbers. Apple only breathing... Because of US government support...by blocking Huawei and other highly informative companies.

33. midan

Posts: 2707; Member since: Oct 09, 2017

Are you joking? No their userbase is growing and that's why their services makes more money every Q. according to newest kantar numbers even without new iPhones, iPhone share in US was up 5% https://www.phonearena.com/news/apple-iphone-8-top-selling-smartphone-us-q3-2018-report_id110765 "iOS is unsurprisingly still the nation’s second most popular mobile software platform, but its 39.7 percent share of Q3 sales increased by a solid 5 points year-on-year. That obviously means Android’s numbers declined"

7. whatev

Posts: 2193; Member since: Oct 28, 2015

Lol, he just had a bad day cleaning toilets and trying to be invisible while doing it

9. Atechguy0

Posts: 918; Member since: Aug 03, 2018

There is some truth in what Papa_ji is saying. For instance there has been a number of reports that recently said that Apple has decreased production of the iPhone XR, because the demand is not there. Yet Apple increased production of the iPhone 8's instead. Also Apple did report recently that they will not be reporting the number of iPhone units that were sold. But will be reporting in regards to profit still.

31. midan

Posts: 2707; Member since: Oct 09, 2017

"For instance there has been a number of reports that recently said that Apple has decreased production of the iPhone XR, because the demand is not there" When you learn to not believe these same rumours every single year? :D We hear this same stuff with every iPhone launch. Why would they decrease production just before holiday season when they every year has their best sales? sorry that makes zero sense. Also like you can see from this mixpanel chart, XR is fastest selling new iPhone currently.https://mixpanel.com/trends/#report/iphone_Xs/from_date:-69,report_unit:day,to_date:0 Then there's also this "Well as it turns out, Apple may have indeed ordered a rollback in production, but not for reasons pertaining to demand. According to a research note from analyst Jun Zhang (originally brought to light by Philip Elmer-DeWitt’s Apple 3.0), there may have been some quality control issues involving the iPhone XR’s printed circuit boards that led to a reduction in production output. Zhang’s note reads in part: We also believe component pull-ins are slowing down this week. We believe some Printed Circuit Board (PCB) supplier shipments of HDI boards were quickly dropped this week. This may be attributable to quality issues from Skyworks PAs. We believe this potential round of iPhone XR production cuts by Apple may be attributable to the recently found PA quality issues." But hey of course the only explanation is that the demand is low just before best selling time ;)

16. L0n3n1nja

Posts: 1548; Member since: Jul 12, 2016

That doesn't indicate new iPhones are selling well, just shows market share for iOS. With Apple refusing to show sales, I'm guessing the new models aren't selling as well as the old.

32. midan

Posts: 2707; Member since: Oct 09, 2017

"I'm guessing the new models aren't selling as well as the old." Their ASP is record high, this exactly means that new iPhones are selling well, not the old. IF the old ones are the ones selling well, it would mean lower ASP, not higher ;)

25. rocwurst

Posts: 38; Member since: Jan 05, 2013

Actually, Statcounter is very reputable and usually used by Android fans to boast about Android's high market share. That is a very significant rise in Apple's iOS market share in the US. 66% - very impressive.

34. midan

Posts: 2707; Member since: Oct 09, 2017

of course it's now bad source because results aren't what Apple haters want to see :)

37. mootu

Posts: 1500; Member since: Mar 16, 2017

Apple may be doing ok in the US, but overall sales are flat and have been for the last 4 years, also they still only have around 15% of the market which has also been the same for around 4 years.

38. midan

Posts: 2707; Member since: Oct 09, 2017

The overall markets are down, so it's just overall trend in the market which affects everyone. Apple is doing very well worldwide, knowing the situation of phone markets. "also they still only have around 15% of the market which has also been the same for around 4 years." Why you say it's only? for one company who ASP is highest in the market, that's huge share. Hardly no-one except Apple could ever get such a share with their phone prices.

40. mootu

Posts: 1500; Member since: Mar 16, 2017

It's less than one in 6 phones sold is an iPhone., it's a very small % of the market worldwide.

41. midan

Posts: 2707; Member since: Oct 09, 2017

Most phones sold are under $200, there's no point to compare with that. Let's compare what the % is when talking about market where Apple competes.

42. whatev

Posts: 2193; Member since: Oct 28, 2015

You brilliantly annihilated android trolls, they are in denial phase as usual lmao

3. Tipus

Posts: 847; Member since: Sep 30, 2016

Wow!! What a great news! PA rejoice! :)))))))))

4. toukale

Posts: 624; Member since: Jun 10, 2015

This is why Google paid Apple $9 billions to be the default search on iOS this year. Next year they will pay Apple $12 billions to remain there. It's the buying power of the iOS users, every businesses knows it. Apple simply have a monopoly on the folks with more buying power than any other platform. An iOS user in the USA is worth a ton more than a user in India for example. It has nothing to do with the people, it has everything to do with Buying power.

8. lyndon420

Posts: 6725; Member since: Jul 11, 2012

Here we go again lol. The old phrase "Rich people and those of importance only use iOS and apple devices". So shallow minded.

10. AngelicusMaximus

Posts: 669; Member since: Dec 20, 2017

That's clearly not what he's saying, so there's no need to twist his words. It's factual information that iOS users in the USA spend the most money through their devices than any other subset of country & OS. That being said, it makes more sense to spend the most money to market toward that subset. Nowhere did he say that "rich people and those of importance only use iOS and apple devices".

13. lyndon420

Posts: 6725; Member since: Jul 11, 2012

He said "An iOS user in the USA is worth a ton more than a user in India for example"...I took that as people in the USA have more money to spend compared to India. My Android's are far from cheap (high end). I don't use torrents (buy all my movies through Google's store) and I have a YouTube Premium subscription for commercial free YouTube and all the streaming music (downloadable as well) that I can possibly handle. Android users aren't always poor or cheap.

15. AngelicusMaximus

Posts: 669; Member since: Dec 20, 2017

I agree with you 100%, but what he's saying is absolutely true. People in the USA do have more money to spend than people in India on average & it shows through their spending habits on their phones. In no way, shape, or form does that mean that only rich people use iOS devices.

21. lyndon420

Posts: 6725; Member since: Jul 11, 2012

"It's the buying power of the iOS users, every businesses knows it". "Apple simply have a monopoly on the folks with more buying power than any other platform". "It has nothing to do with the people, it has everything to do with Buying power". "It has nothing to do with the people, it has everything to do with Buying power". Still sounds to me like he's implying iOS users have more money to spend compared to users of other platforms.

53. strategic_developer

Posts: 1627; Member since: Jul 17, 2018

I agree with you. The fact is iOS users simply have no choice to pay for what they want. Example...I use to pay for Apple Match, but it cost me $25 and I couldn't even upload all my tunes, while Google allows me to upload my whole library and stream it to any device for free. Google offers 15GB of cloud for free before you have to pay for more. Apple gives only 5GB free before you have to pay for more. Microsoft will give you a full 1TB if you subscribe to Office 365. Which is cheaper than what Apple charges for the same and you get Office too. Many of the apps Apple charges for are free on Google Play from the same dev. The fact is yes iOS users must pay for more to use iOS whether they have a lot of money or not. But the fulz think that means all iOS users need to be rich. Yes I would say most US citizens have more money than people in India. Doesnt change the fact that the vast majority of iOS users are in fact not rich, they are as poor as Android users.

20. rocwurst

Posts: 38; Member since: Jan 05, 2013

On average however, Android users do have less disposable income than Apple users. Neilsen reports that 40% of iOS users have incomes above $100K versus only 25% of Android users, while double the percentage of Android users have incomes below $25K in the USA. Likewise, CIRP report that twice as many iPhone users have incomes above $150K as Samsung users and 45% of Samsung owners have incomes below $50K versus only 32% of iPhone owners. Considering the iOS platform generates 500% greater e-commerce revenue than the Android platform in the USA according to two separate studies by IBM and Adobe and 1,790% greater advertising ROI according to Nanigans, retailers will cave in soon enough. Apple users are where the money is.

45. lyndon420

Posts: 6725; Member since: Jul 11, 2012

The android user base far surpasses the iOS user base. 40% of iOS users most likely is still fewer people than the 25% of Android users.

47. rocwurst

Posts: 38; Member since: Jan 05, 2013

Actually, with 1.2 billion active iOS devices, iOS is almost 60% the size of Google's 2 billion active Android devices worldwide and about 50% the size of Google Android + AOSP. Android quarterly marketshare is only so high because cheap plastic Android devices are thrown away at a far greater rate than Apple's expensive machined aluminium devices.

48. rocwurst

Posts: 38; Member since: Jan 05, 2013

Also, these stats are for the USA so 40% of 181m = 72 million iOS users have incomes over $100K. In contrast, 224.3m - 181m = 43.3m Android users x 25% = 10.8m Android users have incomes over $100K. So no, there are not more Android users than Apple users who make greater than $100K income.

54. strategic_developer

Posts: 1627; Member since: Jul 17, 2018

That is false and a lie. Even with with more money, people still buy devices on device payments in the US. The percentage of people who buy a device outright is very low. Your false claim means nothing. You have zero idea how much disposable cash people have, even if they only make minimum wage.

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