iPhone overtook Android phones in US last quarter

iPhones overtook Android phones in US. Last study shows that more than 50% of smartphones used in US are iPhones.

Premium segment (phones that cost $1000+) is fully dominated by Apple – iPhone market share here is 78%.

In measuring the total iPhone US market share, Counterpoint Research is looking not just at new sales, but at the total number of active smartphone users – what is known as the “active installed base.”



Mixed reports of Mac shipments in Q2, both agreeing on PC market decline

According to Gartner report Apple shipped 6.4 million Macs during Q2, up from 5.8 million year over year. That makes 9.3% growth in shipments.

On the other hand IDC reports decline in Mac shipments together with whole PC market. This might be related to release of MacBook Air with M2 chip, which was announced on WWDC22 and became available early July. IDC reports shipments of 4.8 million Macs in Q2 and 6.2 million one year ago which results in 22.5% decline for Mac shipments.

Apple is yet to announce its financial results.


Survey shows that 87% of US teenagers use iPhone

Survey report shows that 87% of US teenagers use iPhone.

Both the 87% iPhone ownership and 88% intention to purchase an iPhone metrics are near record highs for our survey. We view the elevated penetration and intention are important for a maturing premium smartphone market. In addition, these trends are encouraging as the company continues to introduce new 5G iPhones, which could provide a significant product cycle refresh. We think these positive trends can also be a catalyst for further services growth as well, as the install base for Apple hardware continues to grow.

Piper Sandler

Analyst firm Piper Sandler's approximately twice yearly survey of teenagers in America shows that iPhone ownership is up 1% to 87% since its last report. At the same time, the new figures claim 88% of teenagers say their next phone will be an iPhone, which is down 1% from the last report.


Report: Taking Stock With Teens

Reference: Gen Z survey says 87% of US teenagers own an iPhone

Android TV and Google TV have over 110 million monthly active devices

As of May 2021, Google reported 80 million active devices, meaning 30 million new devices in use since that date. A large portion of that growth likely comes from latest the Chromecast with Google TV, as well as TCL’s Android TV OS models that the company this week announced sell 10 million units annually.

Google also notes that growth came from its partners, which now number over 250 globally. That includes over 170 Pay TV operator partners — up from 140 in 2019. However, the growth isn’t solely from Pay TV, as Google also says that it is now working with seven out of the top 10 smart TVs OEMs worldwide, notably including names such as TCL, Sony, and Hisense, which all launched Google TV models at CES 2022. At CES, Google also announced that Fast Pair would be coming to Android TV OS.

iPad sales keep growing in Q3

iPad sales are growing in Europe in Q3 while other tablet vendors struggle.

Tablet shipments in Western Europe shrank 20%, with 6.9 million units shipped. “In Q3 2020, tablets had an extraordinary performance as they filled a gap created by PCs shortages. They are now seeing a corrective decline as penetration within the primary userbase saturates,” said analyst Trang Pham.

Despite the contracting market, Apple appeared to be unaffected. In recent quarters, Apple has increasingly widened its leadership in the market with other tablet vendors. In Q3 2021, Apple saw a 33% year-on-year growth while the other top five vendors recorded double-digit declines.


Reference: European tablet shipments in Q3 saw iPad as the only winner

iPad’s market share grows in declining tablet market

Apple's iPad is still quite popular device even in declining tablet market.

Global shipments of tablets clocked in at 42.3 million units in the third quarter, representing a 9.4% year-over-year decline, according to new data from analysis firm IDC. However, Apple's iPad is still growing in the contracting market.
Apple shipped an estimated 14.7 million iPad units in the third quarter, up from 14 million units in Q3 2020. The number marks 4.6% year-over-year growth in iPad shipments, and has netted Apple a larger 34.6% share of the tablet market.


Also, Apple marks iPad (4th generation) released in 2012 as "obsolete".

87 percent of US teenagers own iPhone

Also, 30 percent wear an Apple Watch, Piper Sandler survey claims.

Other notable findings include:

  • 87% of teens in the Fall 2021 survey own an iPhone
  • 88% of teens expect an iPhone to be their next phone
  • Over 22% of teens expect to upgrade to an iPhone 13 this fall/winter
  • iPhone 12 ownership increased to 20% in the Fall 2021 survey, up from ~12%. iPhones older than two years old saw their ownership decline by ~12%
  • A record 30% of teens own an Apple Watch in the Fall 2021 survey. Apple also has 86% market share among teen smart watch owners
  • 30% of teens use a fitness app as a part of their workout regimen. Of fitness app users, over 50% use an Apple app
  • 67% of teens own AirPods in the Fall 2021 survey, down slightly from the Spring
  • Half of teens are concerned about their internet activity being tracked
  • 56% of teens are not interested in Apple’s new iCloud+ service