Apple overtook the Android camp in the second quarter, taking over 50% of the US smartphone market. This is the highest figure for the iPhone since its launch in 2007. Financial Times with reference to a study by the analytical company Counterpoint Research.
The numbers cited by the researchers are based on the number of smartphones actually in use, something Apple CFO Luca Maestri called “the engine of our company.” The metric does appear to be more significant than new device shipments, which can fluctuate quarter by quarter, because it takes into account the millions of Apple ecosystem users who have bought used devices, as well as those who have one iPhone purchased many years ago.
Android smartphones went on sale in 2008, a year after the iPhone debuted, and in 2010 they outnumbered iOS devices. Over the past three years, Apple has not even come close to a share of 50% – then Nokia, Motorola, Windows Mobile communicators, and BlackBerry smartphones dominated.
Apple CEO Tim Cook is set to unveil the iPhone 14 this Wednesday – the company has never been in a more competitive position despite criticism for a lost edge in the innovation market. In recent years, the company has really only updated existing products, not bringing devices to the market in new categories, which in the days of Steve Jobs (Steve Jobs) were designated at presentations in their own cult phrase “One more thing” (“One More Thing”).
With iPhone penetration saturated, Cook set out to capitalize on a user base that surpassed a billion people back in 2020: Apple moved into film and TV, advertising and payments, fitness and healthcare. The new head of the company has built an entire empire on what Jobs gave, because even owners of used devices buy applications, pay for an iCloud subscription, listen to Apple Music and pay through Apple Pay.
Revenue from Apple services shows strong year-on-year growth, and the rate of return is twice that of the device industry. In the second quarter, the company reported 860 million paying subscribers for its various services, about double the user base of Netflix and Disney+ video streaming services combined.
Analysts believe that even now Apple has enough room to further increase its market share, even taking into account the fact that the rest of the world prefers Android, which is backed by more variety and affordable prices. This was indirectly confirmed by Tim Cook, who noted that last quarter the company set another record for the number of users who abandoned Android devices in favor of the iPhone.
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