iPhone activations drop 33% in the US as Apple lags behind Android devices

Recent data from Consumer Intelligence Research Partners (CIRP) paints a worrying picture for Apple’s iPhones in the US. The report indicates a significant decline in iPhone activations, bringing Apple’s market share in new smartphone activations back to levels seen six years ago.

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The numbers speak: the decline of the iPhone and the rise of Android

CIRP’s latest report published on the Substack platform reveals a remarkable shift in the smartphone landscape. While Apple’s iPhone activations were at a strong 40% rate in the first two quarters of 2023, they have since declined to 33% in the first quarter of 2024. This means Android devices now account for two out of every three new smartphone activations. In America. According to the report, such figures have not been seen for Apple since 2017 9to5mac,

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understanding decline

Several factors are believed to have contributed to this decline in iPhone activations. CIRP suggests that Apple’s focus on enhancing the quality of the iPhone is commendable, but cannot be matched with the introduction of attractive new features. This lack of innovation may deter potential customers from upgrading to the latest iPhone models.

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Additionally, the transparency of phone purchase plans has played a role in this trend. Many consumers are now more aware of real costs and are choosing to keep their current devices longer due to delayed upgrade cycles. Interestingly, this trend has affected iPhone users more than their Android counterparts.

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What does this mean for Apple?

The declining activation rate is a significant challenge for Apple, especially given the importance of the US market to its global smartphone sales. With Android offering a plethora of devices in different price ranges and functionalities, Apple finds itself in a highly competitive environment.

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Apple may need to rethink its strategy to regain its lost ground. This may include accelerating innovation, introducing features consumers love, or modifying your pricing and upgrade policies to attract new customers and retain existing customers.

While Apple remains a major player in the global smartphone industry, the recent decline in iPhone activations in the US underscores Android’s growing dominance.

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