Apple overtakes Android to account for 50% of smartphones in use in the US

Apple has overtaken Android devices to account for more than half of the smartphones in use in the US, giving iPhone makers an edge over rivals as they move into areas such as finance and healthcare.

The 50% landmark — the highest share since the iPhone launched in 2007 — passed for the first time in the quarter ending in June, according to data from Counterpoint Research. About 150 devices using Google’s Android operating system make up the rest, led by Samsung and Lenovo.

“Operating systems are like a religion, they don’t change that much, but the trend for the last four years has been consistently from Android to iOS,” said Jeff Fieldhack, director of research at Counterpoint. I’m here. “This is a major milestone that can be replicated in other wealthy countries around the world.”

This number is based on smartphones in use, known as the “active install base.” It’s what Apple finance chief Luca Maestri called “our engine” on his July earnings call.

It’s a broader and more meaningful category than new phone shipments, which fluctuate from quarter to quarter and already demonstrate Apple’s newfound strength.

The active install base takes into account the millions of people who have been brought into Apple’s ecosystem through the second-hand phone market, as well as those with iPhones purchased many years ago.

CCS Insight analyst Ben Wood said:

Install Base* Share (%) line chart shows iPhone's 'active install base' now makes up the majority of smartphones in the US

Android-powered smartphones first launched in 2008, the year after the iPhone debuted, and overtook iOS’s installed base in 2010, according to NPD Group. Nokia, Motorola, Windows and BlackBerry have dominated sales for the past three years, so Apple has never had nearly 50% of his market share.

Despite persistent criticism that Apple CEO Tim Cook has lost his innovative edge as he prepares to unveil the iPhone 14 on Wednesday, the milestone marks the company’s 14th anniversary. This suggests that we are in a more competitive position than ever before.

The group’s key fall events in recent years have been more about developing existing gadgets than launching company founder Steve Jobs’ famous “One More Thing” product.

Apple will unveil new iPhones at its first in-person event since the Covid-19 outbreak in Cupertino, California. Analysts are hoping for a sturdier version of the Apple Watch, along with better cameras and a small “notch” in the display where the sensor is held.

Under Cook, the iPhone, the disruptive product that spawned an entire industry, made Apple the world’s largest company with a $2.5 trillion market cap.

“Cook took what Jobs gave him and built an empire out of it,” said Wood. Because anyone who buys an iPhone, whether it’s second-hand, second-hand, second-hand, asks Apple to buy apps, pay for iCloud, use Apple Music, or use Apple Pay. Because it gives you some money to trade in. And it’s a model that no one else has been able to imitate. ”

With iPhone penetration reaching saturation point, Cook has leveraged its global base of over 1 billion installed iPhones in 2020 to focus on Movies & TV, Advertising & Payments, Fitness & Wellness. I was.

The result is consistent double-digit growth in various ‘services’ revenues, with margins in excess of 70%. That’s double the profitability of our hardware business.

The number of people paying for this suite of services reached 860 million in the June quarter. That’s almost double the number of Netflix and Disney-Plus subscribers combined.

Analysts believe there is plenty of room for Apple to grow its market share, given Android’s continued dominance in the rest of the world, largely due to its versatility and low cost. was Cook recently said the group “set a switcher record for the June quarter.” Consumers moved from Android to iOS.

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