Apple has overtaken Android devices to make up more than half of smartphones used in the United States, giving the iPhone maker an edge over its rival as it pushes into sectors including finance and healthcare.
50 percent of milestones — the highest share for an iPhone since its launch 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, led by Samsung and Lenovo, account for the rest.
“Operating systems are like religions – they never change. Over the past four years, the flow has always been from Android to iOS,” said Jeff Feldhak, Director of Research at Counterpoint. the scientist.”
The numbers are based on the smartphones in use, known as the “active installed base,” which Apple CFO Luca Maestri called the “engine of our company” in a July earnings call.
This is a broader and more meaningful category of new phone shipments, which fluctuate from quarter to quarter and have already demonstrated Apple’s newfound strength.
The active installed base takes into account the millions of people brought into the Apple ecosystem by the used phone market, as well as those using iPhones purchased years ago.
“It’s not that we’re seeing a big year where Apple increases market share by 10 or 15 percent, but there’s this slow burn where they are quietly getting a bigger share every year,” said Ben Wood, analyst at CCS Insight.
Android smartphones first went on sale in 2008, a year after the iPhone debuted, and surpassed the iOS installed base in 2010, according to the NPD Group. In the past three years, Apple has never had nearly 50 percent of the market share, with sales dominated by Nokia, Motorola, Windows and BlackBerry.
As Apple CEO Tim Cook prepares to unveil the iPhone 14 on Wednesday, the achievement suggests the company has never been so competitive despite persistent criticism that it has lost its innovative edge.
The group’s main fall event in recent years has been about developments in existing gadgets rather than the launch of famed founder Steve Jobs’ product “Something Else”.
Apple is expected to unveil the new iPhones at its first in-person event since the outbreak of Covid-19 in Cupertino, California. Analysts expect better cameras and a smaller “notch” in the screen where the sensors are installed, as well as a more solid version of the Apple Watch.
Under Cook, the iPhone, the disruptive product that spawned entire industries, made Apple the world’s largest company, with a market capitalization of $2.5 trillion.
“Cook took what Jobs gave him and built an empire out of this,” Wood said. “Because anyone who buys an iPhone—whether used, second-hand, or fourth—is likely to give Apple some money to buy apps, pay for iCloud, use Apple Music, or make transactions on Apple Pay. This is a model no one else has been able to repeat it.”
With the iPhone proliferation reaching saturation, Cook has entered film, television, advertising, payments, fitness and health, benefiting from a global installed base of iPhones that exceeded 1 billion in 2020.
The result is a diversified portfolio of “services” revenue that is constantly growing in double digits and offers profit margins north of 70 percent — twice the profitability of its hardware business.
The number of people paying for this group of services reached 860 million in the June quarter — nearly double the number of Netflix and Disney-Plus subscribers combined.
Analysts have seen plenty of room for Apple to increase its market share given that the rest of the world continues to dominate Android, largely due to its versatility and lower cost. Cook recently said the group “set a record for the June quarter for switchers” — consumers leaving Android for iOS.
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