My latest at Forbes …
Apple’s share of new smartphone activations just hit a six-year low as a percentage of new sales in the U.S., according to research firm Consumer Intelligence Research Partners (CIRP). Apple is now capturing only 33% of new sales, according to the report, a fraction it hasn’t seen since 2018.
“Over the past four quarters, iPhone share of activations fell from 40% to 33%,” say analysts Michael Levin and Josh Lowitz. “While we have reason to believe iPhone’s share of the installed smartphone base is higher, the reality of sales market share is a more difficult situation for Apple.”