Apple getting 'lion's share' of switchers with iPhone 13 still selling well

in AAPL Investors
The iPhone 13 and iPhone 13 Pro series is still selling better than past generations of Apple's handset, according to new data from U.S. carrier channels.

iPhone 13 models
iPhone 13 models

In a note to investors seen by AppleInsider, JP Morgan analyst Samik Chatterjee analyzes Wave7 Research data covering U.S. carrier sales trends in the month of May.

Overall, Apple's share of the market remained unchanged at AT&T and T-Mobile, while the iPhone's share moderated in the month of May from higher levels in April.

The iPhone's share of the market ranked at 66% for AT&T, 60% at Verizon, and 57% at T-Mobile, respectively. That's better than in previous years, which implies a structurally higher market share for Apple's devices.

Chatterjee points out that there is limited information on sales momentum currently. However, what information there is suggests that it's down slightly year-over-year.

Apple is still getting the lion's share of smartphone brand switchers. At least 73% of carrier representatives said that Apple was getting the most switchers, while only 16% said the same about Samsung.

When it came to operating system switchers, 43% of representatives said they were seeing more switching happen from Android to iOS, while 51% said the overall rate of switching between the two operating systems was "about even." Only 5% said that more switchers were choosing Android over iOS.

Across all carrier channels in the U.S., the iPhone 13 was the top model with a 25% share in May. That model was followed by the iPhone 13 Pro Max with 16%, the iPhone 13 Pro with 13%, and the iPhone 13 mini with 2%. Other iPhones accounted for 4%, and carrier representatives noted that iPhone SE 3 sales were "weak."

Chatterjee is maintaining his 12-month Apple of $200, based based on a price-to-earnings multiple of 30x on his 2023 earnings estimate of $6.73.

Read on AppleInsider


  • Reply 1 of 10
    mobirdmobird Posts: 757member
    Drop the SE and turn the iPhone mini into the iPhone mini PRO.
    Just my thoughts.
  • Reply 2 of 10
    KuyangkohKuyangkoh Posts: 838member
    Wowed… about some pixel?
  • Reply 3 of 10
    The success will be. even stronger on the 16!
  • Reply 4 of 10
    spock1234spock1234 Posts: 161member
    In other news, ‘Apple’s Mac and other hardware may be slowing’!! Great job, media!!’
  • Reply 5 of 10
    wood1208wood1208 Posts: 2,920member
    mobird said:
    Drop the SE and turn the iPhone mini into the iPhone mini PRO.
    Just my thoughts.

    Mini is totally dropped so turn SE into lower cost Mini size screen and TouchID moved to power button like iPad Air.
  • Reply 6 of 10
    wood1208wood1208 Posts: 2,920member
    Kuyangkoh said:
    Wowed… about some pixel?

    Latest Pixel models Pixel 6 has frustrating under-screen finger print TouchID,
  • Reply 7 of 10
    M68000M68000 Posts: 787member
    The mini with only 2% ?  LOL..  I’m part of that 2% and very happy.   I was just out to dinner tonight with coworkers.  Both of them had gigantic android phones that looked more like tablets than phones.    
  • Reply 8 of 10
    blastdoorblastdoor Posts: 3,429member
    The tidbit that 79% of new car buyers in the US have an iPhone is fascinating.
  • Reply 9 of 10
    BeatsBeats Posts: 3,073member
    Make the Mini actually small. The damn thing is the size of an SE or bigger. Who would want that?
  • Reply 10 of 10
    BeatsBeats Posts: 3,073member
    blastdoor said:
    The tidbit that 79% of new car buyers in the US have an iPhone is fascinating.
    I’ve been saying it for years:
    iPhoney users can’t afford cars. This is why Android Auto won’t catch on like CarPlay. 
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