Apple’s iPhone user base is growing at a slower pace in the U.S., and a decline in iPhone user ownership and the number of Android users moving into the iPhone camp is believed to be the main reason, according to a questionable derivative analysis by consumer intelligence research partners (CIRP), according to foreign media reports.
Apple’s latest financial results, released on Wednesday, showed total revenue for the quarter was $64 billion, with the iPhone generating $33.36 billion, down 9 percent from a year earlier. But for Apple, a small drop in iPhone revenue could be offset by other areas, such as growth in services, wearables and iPads.
In ciRP’s report, Apple’s continued growth in u.S. iPhone sales is slowly stagnating, with consecutive quarters of sales growth negligible compared with last year. Apple’s installbase in the U.S. is estimated to have reached 204 million units in the September quarter.
“Apple installed the iPhone in the U.S. at the lowest level in six years,” said Josh Lowitz, a partner and co-founder of CIRP. Quarterly and annual growth has slowed to the lowest level since we started tracking iPhone sales in 2012. “
CiRP believes this is happening for a number of reasons, including fewer first-time smartphone buyers and fewer Android users switching to iPhones. In addition, CIRP added: “However, the trend of extending the use of older phones protects the size of the installation base.” “The continued activity of the old iPhone prevented users from switching from iOS to Android — even though the number of switchovers on both directions was declining. “
But ciRP’s analysis has some problems: its figure of $204 million is based on an estimated global sales of 43 million, which is based on apple’s average sales price of $783 and the data it publishes. For now, Apple is no longer providing specific data on its iPhone sales, forcing analysts to base on government data to make base-based guesses or get more information from other third parties.
In addition, CIRP provides analysis of different devices that Apple classifies as other products, including AirPods, Apple Watch, Apple TV, HomePod, Beats headset, Beats wireless headset, Beats speakers and protective cases.
Apple TV continues to lead the company with nearly 25 percent of its user ownership, followed by the Apple Watch — with about 20 percent, HomePod and AirPods — with between 5 percent and 10 percent. While most of the products on the list have the same ownership as they were in September 2018, Apple TV’s ownership rate has increased and HomePod stakes seem to exceed that of the protective case and Beats devices.