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In a note to investors seen by AppleInsider, JPMorgan analyst Samik Chatterjee looked at data from Wave7 Research on U.S. carrier sales trends for July. As has always been the case, sales of iPhone 13 models remain high compared to previous iPhone cycles. Chatterjee also said that higher iPhone 13 sales also suggest that fewer people are delaying purchases ahead of the release of the new iPhone 14 and iPhone 14 Pro.
Some carrier representatives told Wave7 researchers that this indicates lower consumer interest in the iPhone 14 compared to past upgrade cycles, possibly due to limited feature changes/upgrades and possible iPhone 14 price increases. Carrier channel data ahead of the iPhone 13’s debut also paints a picture of strong iPhone 12 sales and potentially lower interest in subsequent smartphone models.
In July, Apple’s current iPhone lineup increased its share across AT&T, T-Mobile and Verizon. Apple has 67%, 67%, and 60% shares in AT&T, Verizon, and T-Mobile, respectively. The carrier data also suggests that Apple’s ad campaigns have been experiencing seasonal weakness in the summer of 2022.
Across all carriers, the iPhone 13 is the most popular Apple phone, with an average of 22 percent of the market. It was followed by the iPhone 13 Pro Max at 20%, the iPhone 13 Pro at 16% and the iPhone 13 mini at 3%. All other iPhones make up the remaining 5%.