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CIRP - Apple Report: CIRP - Apple Report | Michael Levin and Josh Lowitz | Substack

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Last week, Apple CEO Tim Cook said the quiet part out loud: soaring costs for memory and storage chips will likely lead to a price increase on Apple hardware. Higher prices for iPhones are expected with the September 2026 refresh of the model lineup,...


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Could iPhones actually lead to lower birthrates? As recently reported in the New York Times and elsewhere, one team of scholars thinks so. After reviewing their analysis, we looked at our data on how customers use their iPhones. Those use patte...


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We continue looking at the characteristics of iPhone customers that kept their phone for a long time (buyers/owners) and those that retire them quickly (renters). Recall last week we called people who are quick to upgrade their iPhones “renters”. They ar...


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Last week we called people who are quick to upgrade their iPhones “renters”. They usually have a current installment payment plan and effectively never own their iPhone. This contrasts with iPhone owners who keep their phones through or beyond their fina...


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CIRP recently identified an interesting iPhone customer behavior. There is a stark divide between owners that keep a phone for a long period of time, and owners that trade in a new phone quickly. We determined iPhone buyers that have their previous iPh...


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