Apple consistently sells a lot of iPhones, especially in the United States, and that trend means there are a lot of active units out there in the wild.
And, according to data from Consumer Intelligence Research Partners (CIRP), that number is more than 180 million. The group’s latest data report shows that there are 181 million active iPhones in the United States alone, which is a big uptick from the 176 million active iPhones in the same area last year. In fact, according to the data, active iPhones grew by 3 percent just in the third quarter of this year, and 14% year-over-year.
“For comparison, one year ago, the iPhone US installed base grew 4% over the prior quarter and 17% over the prior year.
‘The installed base of iPhone owners in he US is leveling off, and grows at a steady but historically slow rate,’ said Josh Lowitz, CIRP Partner and Co-Founder. ‘This should not come as a surprise, as Apple captured a sizable and stable share of a smartphone market that definitely matured. And, 181 million active smartphones users give the company a significant platform for the emerging strategy of selling more to that installed base. This will include promoting two revenue segments that Apple breaks out, Services and Other Products, which Apple just renamed Wearables, Home, and Accessories.'”
How do Apple’s newest models stack up in the grand scheme of things? Pretty well, according to CIRP. The company’s newest devices (the iPhone XS, XS Max, iPhone X, iPhone 8, and the iPhone 8 Plus) account for about 45 million of the total install base in the United States, or about 25%. But, what about the iPhone XR, which was not on sale last quarter?
“Apple appears to want upgrades to iPhone XR, with a mass-appeal middle size and features that are similar to the newest XS and XS Max, but at the historic flagship price point. We can envision an upgrade cycle similar to the new iPhone 6 and 6 Plus, when more than half of the installed base upgraded within a year.”
So, things are going pretty well for Apple. But, that doesn’t mean things are staying the same on the company’s end of things. Apple won’t be reporting iPhone, Mac, or iPad sales any longer, which was a huge change that sent out ripples over the analytics and financing markets.