According to the latest data from US carrier channels, sales of the iPhone 13 and iPhone 13 Pro are still higher than Apple’s previous generations of mobile phones. In a note to investors, JPMorgan analyst Samik Chatterjee analyzed Wave7 Research data, which covers U.S. carrier sales trends in May.
Overall, Apple’s market share at AT&T and T-Mobile remained unchanged, while iPhone share remained high in April and slowed in May. Apple’s iPhone market share is 66% for AT&T, 60% for Verizon, and 57% for T-Mobile. This is better than in previous years and implies a structurally higher market share for Apple devices.
Chatterjee noted that there is currently limited information on sales momentum. But information suggests that it was down slightly year-on-year. Apple still has the largest share of the smartphone brand replacement user base. At least 73% of carrier representatives said that Apple has the most replacement users, while only 16% of carrier representatives believe that Samsung has the most replacement users.
When it comes to the OS switch group, 43% of carrier representatives said they are seeing an increase in switching from Android to iOS, while 51% said the overall switching rate between the two operating systems is” almost”. Only 5% of carrier representatives said more switchers would choose Android over iOS.
Across all U.S. carrier channels, Apple’s iPhone 13 models topped the list with a 25 percent share in May. This is followed by Apple’s iPhone 13 Pro Max models (16%), iPhone 13 Pro models (13%), and iPhone 13 mini models (2%). Other iPhone models accounted for 4%, with carrier representatives pointing to “soft” iPhone SE 3 sales.