iPhone passes 50% smartphone share in the USA

17 May 2012

In the last few quarters the iPhone has grown to 50% of total smartphone unit sales in the USA, while smartphones overall are now around 42% of the installed base

In the last 12 months we estimate US mobile operators spent around $15bn subsidising iPhones, slightly under 9% of their revenue

The key factor driving increased US iPhone share is increased distribution: it was over two thirds of AT&T’s reported smartphone sales for each of the last 8 quarters, but AT&T only had a third of the market; when Apple added Verizon Wireless in Q1 2011 and Sprint in Q4, it immediately took over half of their smartphone sales as well, powering it to 50% of total US smartphone sales in Q1 2012

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