Apple’s iPhone 8/Plus and X are prompting Chinese Android settlers to upgrade to real iPhones

“Kantar Worldpanel ComTech released its November data for iOS and Android smartphone market shares this week. It tracks smartphone market share on a three month rolling average in multiple countries,” Chuck Jones writes for Forbes. “While the iPhone’s market share in the US and Japan is less than a year ago it is significantly higher in China. On a month-to-month basis Apple has seen a strong rebound in market share driven by the iPhone 8, 8 Plus and X.”

“The iPhone’s share in China came in at 24.3%, which is up from 19.7% a year ago and 17.4% in October. While the month-to-month increase isn’t a surprise what caught my eye is that 25.0% in January 2016 was the most recent high post the iPhone 6s and 6s Plus launch and the iPhone’s all-time market share high was 27.1% a month earlier in December 2015,” Jones writes. “With the delayed iPhone X launch and limited supply I would not be surprised to see the iPhone surpass its previous highs.”

Apple's revolutionary iPhone X
Apple’s revolutionary iPhone X

 
Jones writes, [Dominic Sunnebo, Global Director for Kantar Worldpanel ComTech] wrote ‘the iPhone X was the top selling model in urban China in November, with a market share of 6.0%. Unlike in Europe and the US, where the vast majority of new early iPhone X sales came from existing Apple smartphone owners, in urban China there are significant numbers of Huawei, Xiaomi and Samsung customers switching to the new iPhone models, which they deem a cut above the rest.'”

Read more in the full article here.

MacDailyNews Take: More and more people are finally waking up to the realization that if it’s not an iPhone, it’s not an iPhone.

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16 Comments

  1. I have a question and it might seem dumb. If these outfits can get this information as to what types of phone people are using, what other information are they or can they gather from what we are doing or surfing to on the web? May seem like a dumb question but just wondering.

    1. Easily, it’s not just the phone, it’s the ecosystem. Myself and many of my friends and relatives have been iPhone/IOS users for years and are not changing. We have scores and in some cases hundreds of apps and many of us also have Macs and like the synergy between our phones and computers. We don’t even consider Android phones when we upgrade and never will. I believe there are millions of iPhone/IOS customers just like us. We’ll pay the extra money for an iPhone over any Android phone.

      1. You can drive a piece of crap when you are just out of school to just get around.

        But when you finally have some cash, you buy a real reliable vehicle that truly suits your needs.

        China is catching up. No different than the US.

  2. I read somewhere (maybe here on MDN) that Android handsets soon will become commoditized with an average selling price of around $200 for a flagship. How can Apple compete then?

    1. In theory, there’s no way Apple can compete with flagship smartphones selling for $200. I doubt there’s anything Apple can offer in an iPhone that would keep consumers from not switching. However, I don’t believe any manufacturer can sell a flagship Android smartphone for $200 and stay in business.

      I wouldn’t switch because I’m not that desperate to save money and I am an Apple shareholder. One quarterly dividend can easily cover the cost of several iPhone X units. I like iOS so I would stick with it. However, most people would probably toss their iPhones away and go Android. Apple absolutely will not cut prices on their iPhones because it would ruin their entire business model. I personally think Apple would rather break before they’d bend. Apple can AFFORD to make cheaper iPhones but I don’t think they would do something like that.

      I don’t think any Android manufacturer will try to sell $200 flagship smartphones as they’d lose a lot of money, so I’d say this is a moot point, no matter what some stupid analysts say. As an Apple shareholder, I believe I’m quite safe in this respect unless the entire global economy collapses.

    2. Ever since the iPhone was released, critics have proclaimed that it was doomed because rivals were offering phones which were much cheaper.

      The problem for rivals is that selling a really cheap smartphone isn’t a viable and sustainable business strategy. If your unique selling point ( USP ) is that your product is cheaper, when another company finds a way to sell them cheaper, what can you do about it ?

      The race to the bottom with razor thin margins puts the rest of your business at risk because you can’t be sure to recoup your development and production costs for those cheap phones. If you fail to make a profit, or worse make a loss, then you would have got better returns by spending that money and effort on another part of your business.

      There’s a reason why Apple is often reported to earn more than 100%of the entire phone industry profits. If many companies make a loss on their sales ( negative profit ) and Apple makes a massive profit, Apple’s profit can turn out to be greater than the rest put together.

      Apple’s strategy is a sustainable business strategy for the long term and their success over the last ten years of iPhone has confounded countless naysayers. Selling cheap has always been an option, but the companies which relied on that strategy have mostly fallen by the wayside, to be replaced by new hopefuls, who in turn will be replaced by others.

        1. Exactly. In other words, when you add up all the profits of all the manufacturers (some of whom may have incurred losses, rather than profits), Apple’s profit number is actually greater than the sum of all profits (and losses) together, hence Apple’s share of global profits is greater than 100%.

  3. “Chinese Android settlers” – sounds like the Wild West over there, where’s the sheriff?

    (Hey MDN, headlines deserve an editor’s attention now and then)

  4. Nothing Apple does could make the media happy. Damn if you do, damn if you don’t. If the phone is embedded to people lives then it is addictive. First the market for smartphone saturations, then everyone prefers Android because it’s cheaper. I found it even weird when media wants Apple makes iPhone that people or teenagers don’t like to you. Just a matter pure jealousy of the prettiest and smartest in classes.

    1. YKBAID. Apple attracts haters because (1) they think different, which is elitist hipster bullshit, (2) they succeed, which is corporate overlordship, (3) they pretend to be moral, which is sanctimonious and hypocritical, (4) they dictate consumer taste, which stinks of fashionista dilettantism, (5) they are closed instead of open, which discourages hobbyists and tinkerers, (6) they robbed geeks of their exalted status as masters of computing, (7) they are so rich that their imperfect offerings must be the results of mismanagement or failed imagination, (8) their products are always overpriced, (9) their market share has always been laughably minuscule, (10) their success is due to the Reality Distortion Field projected by Svengali Pied Piper Steve Jobs, and now that he is dead and the product pipeline is exhausted, Apple will go the way of Osborne, Palm, and Blackberry Real Soon Now.

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