Apple’s iPhone activation share fell to a six-year low in the U.S. market, and Android phones suddenly emerged

According to the latest report from market research company CIRP, Apple’s iPhone’s share of new activations in the U.S. smartphone market has fallen sharply compared to last year, falling to its lowest level in six years.

The report points out that although Apple’s existing smartphone user base may be higher than its recent share of new activations in the U.S. market, the latter did see a significant decline. Noted that data shows that in the first and second quarters of 2023, Apple’s new activation share in the US market once peaked at 40%. However, as of the first quarter of 2024, this number has fallen to 33%. This means that out of every 3 new smartphones activated in the US, 2 belong to the Android camp. According to CIRP data, the last time Apple had such a low activation share was back in 2017. CIRP believes that the improvement in iPhone quality and the reduction of new features over the past few years may be one of the reasons for the decline in activation rates. Another potential factor is that "more transparent mobile phone purchase plans have prompted many smartphone users to postpone the upgrade cycle," which may have a greater impact on iPhones than Android phones.

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