Today, CIRP is launching new data on Apple's US-based iPhone base, showing very little growth from the holiday quarter to the end of March. This continues a trend to slow down iPhone user growth in the US over the last few quarters.
At CIRP's estimates, the iPhone base in the US rose marginally from $ 189 million at the end of December to $ 193 million at the end of March's quarter. It represents a minimal 2% increase QoQ and 12% growth YoY. Both of these numbers are down from the same periods a year ago, when Apple saw the US iPhone user base, grew 4% QoQ and 19% YoY.
CIRP's data is based on estimates of 39 million iPhones sent in the March quarter, which are on the lower side of other companies that estimate 40-44 million shipments.
Here's how iPhone-based base growth in the US has slowed down:
"The US-based base of iPhones continues to plateau," said Josh Lowitz, CIRP Partner and co-founder . "Compared to recent quarters, and especially over the past two or three years, slower sales of units and longer ownership periods mean that the growth in US iPhones has leveled off considerably. Of course, 12% is growth for one year, after years of much higher growth However, investors were accustomed to quarterly growth of 5% or more and annual growth of nearly 20%, this continuing trend prompting investors to ask if iPhone sales outside the US would compensate and put greater pressure on Apple's willingness to sell other products and services to the installed base of iPhone owners. "
Apple does not share details of its user base by product or region, but during Q1 (calendar Q4), it shared a profit report with 1.4 billion active devices all over the world, with over 900 million of them being iPhones.
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