CIRP - Apple Report

CIRP - Apple Report analyzes Apple's US market, focusing on product performance, consumer behaviors, and ecosystem dynamics. It discusses iPhone sales trends, the growing services segment, device ownership patterns, reasons behind OS switching, and the anticipated impact of new technologies like AR/VR headsets on Apple's business model.

iPhone Sales and Trends Apple Services and Media Consumption Device Ownership and Ecosystem Consumer Behavior and Preferences Technology and Product Updates Market Share and Competition AR/VR Technologies

The hottest Substack posts of CIRP - Apple Report

And their main takeaways

iPhone Storage Upgrades Stabilize, Protecting ASP

98 implied HN points • 10 Jan 24
  1. iPhone storage upgrades are stabilizing, which helps maintain the Average Sales Price (ASP).
  2. Understanding the US-WARP (Weighted Average Retail Price) is key to analyzing ASP trends.
  3. In the September 2023 quarter, around 44% of iPhone buyers upgraded their storage, similar to the previous year.

Mixed News on iPhone 15 Models

78 implied HN points • 17 Jan 24
🕹 Technology Mobile Electronics Sales Apple
  1. First full quarter results for iPhone 15 models showed decent sales shares compared to iPhone 14 models in the previous quarter.
  2. iPhone 15 Pro Max was the leading model, accounting for 26% of all iPhone sales in the quarter.
  3. Base and Plus models of iPhone 15 had differences in sales performance compared to the Pro and Pro Max models.
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The Apple Ecosystem Beyond iPhone, iPad, and Macs

39 implied HN points • 05 Jul 23
🕹 Technology
  1. The Apple ecosystem extends beyond just iPhone, iPad, and Macs.
  2. Key products in the ecosystem include AirPods and Apple Watch.
  3. Ownership of AirPods and Apple Watch varies by age, with younger users more likely to have them.

Do Macs Still Matter?

39 implied HN points • 21 Jun 23
🕹 Technology Computers Apple Consumers
  1. Consumers still want Mac computers despite the shift to mobile-first computing era.
  2. Apple refreshed the high-end Mac desktops and introduced a new larger MacBook Air with a 15" display.
  3. Laptops dominate Mac computer sales, accounting for over three-quarters of sales in the recent twelve-month period.

Projecting Reality for Apple AR/VR Headsets

0 implied HN points • 24 May 23
🕹 Technology Tech news Wearable Tech Market Analysis
  1. Apple is reportedly planning to launch an AR/VR headset next month with a unique design and high price point.
  2. The new Reality headset is expected to operate independently rather than as an iPhone accessory like the Apple Watch and AirPods.
  3. Apple's market share among iPhone owners for smartwatches and Bluetooth headsets is significant, but the adoption rates among iPhone users are relatively low.