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Counterpoint Research exhibits Apple shipped 11% fewer iPhones within the US in Q3 2023 in comparison with final yr, despite the fact that its market share grew from 50% to 55% YoY. The primary cause, based on the publication, is the later launch date of the iPhone 15 series in comparison with the iPhone 14 sequence, that means we may see higher outcomes for This fall 2023.
Final yr, Apple began promoting a lot of the iPhone 14 sequence on September 16, 2022 – the iPhone 15 began being offered on September 22, 2023. This week’s distinction might be liable for this cargo drop, primarily as a result of Apple had a critical challenge with manufacturing its earlier cellphone fashions as a result of a COVID-19 outbreak and riots in its largest Chinese language manufacturing unit.
In addition to 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, however, had a 31% cargo progress in comparison with final yr.
Commenting on the Q3 2023 efficiency, Analysis Analyst Matthew Orf mentioned, “OEMs had been cautious to extend their quarterly shipments as client demand remained low. Whereas improve charges had been barely up on the carriers when in comparison with final quarter, they remained a lot under their regular ranges as customers opted to carry on to their units 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 atmosphere 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 selling as much in China as previous models, the US stays a powerful marketplace for Apple. Analysis Director Jeff Fieldhack mentioned that “regardless of the carriers persevering with to supply sturdy promotions by way of the quarter, improve charges on the carriers remained close to report lows. We count on a seasonal rebound in improve charges through the fourth quarter, however they’re more likely to stay decrease than in the identical interval final yr.”
The researcher says that whereas many iPhone 11 and 12 customers are upgrading to the most recent sequence, Counterpoint states “the same old excessive wait occasions for the iPhone 15s sequence at launch coming again right down to earth “faster than for the iPhone 14 sequence may sign that the hunch in client smartphone demand will prolong to the iPhone 15 in This fall 2023.”
BGR will monitor the cargo outcomes for This fall 2023 as soon as Counterpoint reveals them.
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