Apple’s growth in the number of iPhone users in the U.S. is stagnating, largely because of falling retention and fewer Android users switching to Apple devices, according to a new analysis by Consumer Intelligence Research Partners (CIRP). Apple’s latest results, released last week, showed total revenue of $64 billion for the quarter, including $33.36 billion for the iPhone, down 9 percent from a year earlier.
The slight decline in iPhone revenue was offset by revenue growth in other areas, including services, wearables and iPads.
CIRP said in its report that Apple’s iPhone sales in the United States are slowly stagnating, with the growth rate in the past year reaching a minimum. It is estimated that Apple’s iPhone installation base in the United States was 204 million in the third quarter.
Josh lowitz, partner and co-founder of CIRP, said: “Apple’s number of iPhones installed in the U.S. is the lowest in a single quarter in six years, and its quarterly and annual growth rates have slowed to the lowest level since data was available in 2012.”
CIRP attributes this to a number of factors, including a decline in the number of first-time smartphone buyers and a decline in Android users switching to iOS. But CIRP added: “The trend of holding phones longer protects the size of Apple’s user base, and the old iPhone remains active and prevents people from switching from iOS to Android.” ”
CiRP’s analysis could be error-free because the figure of 204 million is based on an estimate of the 43 million units sold worldwide by the iPhone in the third quarter, which is based on apple disclosure averages ($783). Apple no longer provides global iPhone sales data, forcing analysts to guess only on official data and get more information from other third parties.
The last time Apple announced the average iPhone was in the fourth quarter of 2018, it was $783.87. By then, Apple had launched the iPhone XS and iPhone XS Max, but the iPhone XR was not yet available, making it unlikely to compare with the fourth quarter of 2019, when the iPhone 11 was available for about two weeks.