Topic: Kantar
The iPhone is gaining ground on Android in the U.S. – Recode (Jan 11, 2017)
Kantar’s data is solid, so these conclusions are reliable, and they suggest a bifurcation in iPhone market share between the US and China. It’s rising in the former, and falling in the latter, which is actually to be expected. The iPhone’s share of the market has generally fallen over time in most markets as they expand and more new buyers at the lower end of the market buy cheaper phones. But as markets mature and begin to saturate, there’s potential for the iPhone to gain share, because share is driven by switching and not by new low end users coming into the market, and that’s exactly what we’re seeing now in the US. The key for iPhone sales growth (not share growth, which is not itself important to Apple) going forward is to drive switching behavior, hence Tim Cook’s frequent references to record Android switching rates on earnings calls.
via The iPhone is gaining ground on Android in the U.S. – Recode