Apple Insider reported that according to the latest data from US carrier channels, sales of the iPhone 13 and iPhone 13 Pro series are still higher than Apple’s previous generations of mobile phones. In a note to investors, JPMorgan analyst Samik Chatterjee analyzed Wave7 Research data, which covers U.S. carrier sales trends in May.
Overall, Apple’s market share at AT&T and T-Mobile remained unchanged, while iPhone share remained high in April and slowed in May. Apple’s iPhone market share is 66% for AT&T, 60% for Verizon and 57% for T-Mobile. This is better than in previous years and implies a structurally higher market share for Apple devices.
Chatterjee noted that there is currently limited information on sales momentum. But information suggests that it was down slightly year-on-year. Apple still has the largest share of the smartphone brand replacement user base. At least 73% of carrier representatives said that Apple has the most replacement users, while only 16% of carrier representatives believe that Samsung has the most replacement users.
When it comes to the OS switch group, 43% of carrier representatives said they are seeing an increase in switching from Android to iOS, while 51% said the overall switching rate between the two operating systems is” almost”. Only 5% of carrier representatives said more switchers would choose Android over iOS.
Across all U.S. carrier channels, Apple’s iPhone 13 models topped the list with a 25 percent share in May. This is followed by Apple’s iPhone 13 Pro Max models (16%), iPhone 13 Pro models (13%) and iPhone 13 mini models (2%). Other iPhone models accounted for 4%, with carrier representatives pointing to “soft” iPhone SE 3 sales.
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