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CIRP: iPhone’s U.S. installed base reaches 204 million

Consumer Intelligence Research Partners has released analysis of the results from its research on Apple for the fiscal quarter that ended Sept. 28. The research group’s study indicates the iPhone’s U.S. installed base reached 204 million units. CIRP bases this estimate on an estimated global sales of 43 million iPhones, which is in turn derived from an estimated average selling price (ASP) of $783 and Apple-disclosed iPhone revenues.

“Apple added the fewest number of iPhones to the US installed base in a quarter in six years,” said Josh Lowitz, CIRP partner and co-founder. “Both quarterly and annual growth have slowed to the lowest levels we’ve seen since we started tracking iPhone sales and retirements in 2012. A number of factors explain this, including fewer first time smartphone buyers, and fewer Android owners switching to iOS. The trend toward keeping old phones longer protects the size of the installed base, however. Every iPhone that isn’t retired is one that remains active, and isn’t a candidate to switch to an Android phone, though platform switching in both directions is down.”

CIRP also analyzes devices Apple groups as “Other Products,” which includes the Apple Watch, AirPods, cases, Beats products, Apple TV, and HomePod. 

“Apple TV is the most popular of the gadgets among the Other Products, with about one-quarter of current customers owning one,” said Mike Levin, CIRP partner and co- founder. “Apple TV has been around for many years, so we’re not surprised that it has achieved this penetration. Apple Watch has become almost as prevalent, after only a few years of availability. AirPods and HomePod show measurable, if lower penetration rates. AirPods is now one of the leading Bluetooth headsets among Apple customers, but HomePod trails both Amazon Echo and Google Home, even among Apple customers. Overall, the various products in the Other Products segment have varying penetration into the installed base, reflecting differences in how long they have been available, and the kind of competition in each segment.”

CIRP bases its findings on its survey of 500 U.S. Apple customers, surveyed from Sept, 29 – Oct. 10, 2019 that purchased an iPhone, iPad, or Mac in the U.S. in July-September 2019 period.

Dennis Sellers
the authorDennis Sellers
Dennis Sellers is the editor/publisher of Apple World Today. He’s been an “Apple journalist” since 1995 (starting with the first big Apple news site, MacCentral). He loves to read, run, play sports, and watch movies.