“During the last quarterly earnings call, Tim Cook said that Apple has seen the highest switching rate from Android that they ever recorded,” Horace Dediu writes for Asymco. “That there is switching going is isn’t surprising. We’ve seen many surveys which show higher loyalty with iOS than with Android. But it’s been very hard to spot the evidence in the data which is visible publicly. Both iOS and Android are adding users and sales for both platforms are still increasing.”
“Consider the ComScore data on US platform users. If we look at the last six months’ data we can count that there are about 8.2 million more Americans using iPhones than there were six months ago,” Dediu writes. “At the same time, there are 1.6 million [more] Android users. One million users left the BlackBerry platform and about 700,000 left Windows Mobile. The data also suggests that the total number of first-time smartphone users is about 8.3 million.”
“As the markets mature globally, they may well evolve into the way the US market evolves today,” Dediu writes. “Apple’s brand promise ensures loyalty while competing platforms slowly ‘leak’ users. If this sounds eerily familiar then you’d be right. This is exactly how the PC market behaves today.”
Check out the scenarios and the usual excellent graphs in the full article here.
MacDailyNews Take: On other words, as the smartphone (and personal computer and tablet) ignorati realize their mistakes and decide to upgrade to the real thing, Apple benefits.
If it’s not an iPhone, a Mac or an iPad, it’s not an iPhone, a Mac or an iPad.
Nomura ups Apple to ‘Buy’ on strong iPhone growth, increasing Android switchers – July 31, 2015
Significant Android to iPhone switching weakens market for Samsung Galaxy S6 – March 24, 2015
Analyst: Android switchers fueling iPhone growth; Android users even more interested in Apple Watch than iOS users – March 23, 2015
Over 85% of new iPhone sales are switchers, mostly from Android – January 30, 2015
[Thanks to MacDailyNews Reader “Dan K.” for the heads up.]