CIRP - Apple Report

CIRP - Apple Report

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Where Do Old iPhones Go - Mid-2025 Edition
As we think about whether AI enhancements in Apple Intelligence will motivate iPhone owners to upgrade (it really won’t), we realized that we haven’t…
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Michael Levin and Josh Lowitz
Will AI Push Customers to New iPhones?
Another Apple WWDC has come and gone, with Apple announcing a range of new iPhone software features.
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Michael Levin and Josh Lowitz
The Apple Ecosystem - of Services
Last week we looked at the Apple hardware ecosystem. We showed how iPhone and to a lesser extent iPad make up the bulk of multiple device ownership. As…
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Michael Levin and Josh Lowitz
Rethinking the Apple Ecosystem
Periodically we take a step back from looking at specific Apple products and services to look more comprehensively at all products and services - the…
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Michael Levin and Josh Lowitz

May 2025

Who’s Richer, Loyal iPhone or Loyal Samsung Customers?
As we looked at iPhone brand loyalty and compared it to its closest US competitor, Samsung, we wondered: what do these loyal customers look like?
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Michael Levin and Josh Lowitz
Did iPhone Loyalty Reach its Limit While Samsung Loyalty Grows?
Brand loyalty is a very powerful tool for any company.
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Michael Levin and Josh Lowitz
Mobile Carrier Domination (of iPhone Sales) Is Almost Complete
Mobile phone carriers have the edge in selling smartphones in the US.
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Michael Levin and Josh Lowitz
1
Tariff Fears Encouraged Long-Awaited iPhone Upgrades
We frequently take calls from clients, investors, and reporters asking for the latest data about the age of the phone that an iPhone buyer had before…
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Michael Levin and Josh Lowitz

April 2025

Latest iPhone Average Selling Price Analysis
Last week we released CIRP analysis of iPhone model sales in the March 2025 quarter. Now we look at one of the best metrics we have to understand iPhone…
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Michael Levin and Josh Lowitz
New iPhone Model US Sales Data - Welcome iPhone 16e
The data is in from our Apple US customer survey for the March 2025 quarter.
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Michael Levin and Josh Lowitz
Long iPhone Holders are Economical, Not Cheap
As we thought about the impact of onerous tariffs on Apple devices sold in the US, we considered whether iPhone customers would just pay more for a new…
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Michael Levin and Josh Lowitz
How Apple and Its iPhone Customers May React to Tariffs
What will Apple do, now that it needs to pay a 54% (or maybe 104%) tariff on the iPhones it imports from China?
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Michael Levin and Josh Lowitz
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