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Number of iPhone users surpasses 1 billion in September !? Analyst estimate

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Well-known analysts estimate that Apple’s iPhone users have surpassed 1 billion as of September 2020. This is the number of active users.

What is the reason for the end of iPhone sales announcement?

When Apple announced that it would end the announcement of iPhone sales in 2018, there was speculation that it might be because iPhone sales peaked.
 
Analyst Neil Cybert believes that while iPhone sales were down at the time, there was another reason Apple decided not to disclose sales.
 

The overall picture of the iPhone business cannot be understood from the number of units sold. That’s the main reason Apple decided to stop publishing quarterly sales. This is because Wall Street does a sloppy analysis using only the number of units sold.
 
It is not the same as the sluggish growth of iPhone sales and the collapse of the iPhone business base. Prolonged replacement cycles are the main reason for the decline in unit sales. In addition, the number of units sold does not reveal important factors that influence the decision-making of users to continue using the product, such as customer loyalty and satisfaction.

iPhone business is an upgrade business

CYBIRD also said that Wall Street’s watchful “switching rate from Android to iPhone” doesn’t mean much overall.
 

The iPhone business is now an upgrade business. Even today, 20 to 30 million new iPhone users are born each year, but the ratio of these new users to total iPhone sales is decreasing year by year. In 2020, the purchase rate of new users in total iPhone sales was less than 20%, the lowest ever.

iPhone “install base” is important

So, according to Cybert, you need to look at “install base” to get an accurate picture of Apple’s iPhone business. After considering “the number of users who purchased a new iPhone from Apple etc.” and “the number of users who purchased a used iPhone or inherited a used iPhone from a family”, he said that “the number of iPhone users is 1 billion” this time. I’m figuring out the numbers.
 
Given that Apple announced at the beginning of 2019 that 900 million people are actually using the iPhone, 1 billion users as of September 2020 is a good number. ..

 
 
Source: Above Avalon via 9to5Mac
(lunatic)

Source: iPhone Mania

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