“Sacconaghi estimates that the iPhone has won about 40% market share among smart phones sold at carriers who distribute the device,” Savitz reports. “At the moment, the iPhone is sold through 143 carriers, in 89 countries; together he estimates that they sold 360 million phones, of which 64 million were smart phones – which is to say that they required a data plan. Since Apple sold 25 million phones in calendar 2009, that gets you to 39% market share among the company’s carrier partners.”
“With that kind of market share, he says, it will be ‘increasingly difficult’ for Apple to boost its share of the smart phone market among current carriers,” Savitz reports. “On the other hand, he estimates that Apple can more than double its addressable market by expanding to new carriers that don’t sell the iPhone yet. And he says they can triple the addressable market by offering a device that does not require a data plan. Together, Sacconaghi says, those two opportunities can boost the addressable market to 557 million units, or more than 7x the current level.”
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