December 7, 2023

Counterpoint Analysis exhibits Apple shipped 11% fewer iPhones within the US in Q3 2023 in comparison with final 12 months, though its market share grew from 50% to 55% YoY. The primary cause, in line with the publication, is the later launch date of the iPhone 15 collection in comparison with the iPhone 14 collection, that means we may see higher outcomes for This fall 2023.

Final 12 months, Apple began promoting a lot of the iPhone 14 collection on September 16, 2022 – the iPhone 15 began being offered on September 22, 2023. This week’s distinction may very well be accountable for this cargo drop, primarily as a result of Apple had a critical concern with manufacturing its earlier cellphone fashions on account of a COVID-19 outbreak and riots in its largest Chinese language manufacturing unit.

Moreover Apple, most smartphone producers noticed a decline in US shipments this previous quarter. Samsung, Google, and TCL noticed steep declines of 26%, 37%, and 51%, respectively, of their smartphone shipments. Motorola, then again, had a 31% cargo progress in comparison with final 12 months.

Picture supply: Counterpoint Analysis

Commenting on the Q3 2023 efficiency, Analysis Analyst Matthew Orf mentioned, “OEMs have been cautious to extend their quarterly shipments as client demand remained low. Whereas improve charges have been barely up on the carriers when in comparison with final quarter, they remained a lot under their normal ranges as shoppers opted to carry on to their gadgets for longer as an alternative of upgrading. Improved sturdiness with stronger construct high quality, much less spectacular upgrades amongst new smartphone releases, and an unsure macroeconomic setting have all contributed to the malaise we’re seeing within the US smartphone market.”  

That mentioned, whereas BGR already coated that the iPhone 15 isn’t promoting as a lot in China as earlier fashions, the US stays a robust marketplace for Apple. Analysis Director Jeff Fieldhack mentioned that “regardless of the carriers persevering with to supply sturdy promotions via the quarter, improve charges on the carriers remained close to report lows. We count on a seasonal rebound in improve charges throughout the fourth quarter, however they’re more likely to stay decrease than in the identical interval final 12 months.”

The researcher says that whereas many iPhone 11 and 12 customers are upgrading to the newest collection, Counterpoint states “the same old excessive wait occasions for the iPhone 15s collection at launch coming again all the way down to earth “faster than for the iPhone 14 collection may sign that the droop in client smartphone demand will lengthen to the iPhone 15 in This fall 2023.” 

BGR will monitor the cargo outcomes for This fall 2023 as soon as Counterpoint reveals them.