The share of sales of iOS rises when new models, and low in the middle of the annual cycles. It is a law that has been with us since 4 or 5 years ago when the world began to settle smartphones in society decisively.
There have been minor variations and irregularities in the pattern, such as an iPhone 5s iPhone especially good at sales, but none as big cut Apple did with the iPhone 6 and 6 Plus last year and half. Apple finally attended the definitive market need: larger smartphones . And from there a hidden demand for the iPhone, which led to unimaginable heights iPhone emerged. The iPhone 6 was both an exclamation to Apple, but also a question: Now what
The iPhone 6 returned the growth in fee, but the iPhone 6s it has been unable to maintain the level
His successor, the iPhone 6s, although sales leader, you are seeing unable to maintain the level of sales . Not bad, of course. Apple simply has not been able to access that demand hiding something “new” iPhone 6s gave the owners of an iPhone 5s or iPhone 6. The data in the previous quarter and expectations for the current Apple put on white to black the situation. IPhone 7 will be a key moment in the history of Apple. By necessity.
Android not for
What we see in the graph is, using historical data Kantar, and plotting the mean of 12 months to reduce aberrations statistics, see how Android is separated from iOS. The cycles are accentuated increasingly, Android lost share recovers before, and every launch of iPhone makes it less dent in the market. In total, more than 10 percentage points earned by Android comparative difference in three years : Android now has net 50 percentage points difference on iOS, where before they were 40. And the figure will continue to rise.
There are about 2,500 million people with smartphone in the world, and another 2,500 million more are expected in 2020/2022. The smartphone is far from stagnating, but if all goes well. Android will be the vast majority of that market, and will inevitably if nothing changes
Inside five to seven years there will be 2,000 million people with smartphone, if nothing changes, “all” be Android
Android today has 70% of quarterly sales in the West, and 90% worldwide. The remaining cash level is iPhone. It is true that Apple capture most of the market revenues, and almost all of the benefits. It is also true that there is little business in selling terminals to almost cost price in developing markets. Nobody doubts. But the reality is what it is. Android manufacturers in their geographic range and approaches, will be those who take almost all of the 2,500 million new people who purchase a smartphone The iPhone reprove many to change, but a tiny fee.
the analysis and possible solutions are for another time. Today we work with the reality of the situation: smartphones that cost a third, or worse, a sixth of an iPhone and you get a 80% -90% of capacity. The camera of a smartphone $ 200 is not so good, and its performance is worse, no doubt, but for many it is enough. Apple is comfortable in this market, but also difficult to see where is the next big growth industry for the iPhone in the current world situation. Worse: the iPhone now every year are better, and those who already have one take longer to change, eroded another of its iPhone sales branches. We’ll talk about that shortly.
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