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

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A small but steady number of iPhone buyers switch from Android. Last week we updated this switching (and loyalty) analysis to show around 12% of iPhone buyers came from the Android operating system. That’s interesting, but what iPhones do they buy?

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Not quite as robust as in the past couple of years, but generally on trend.

Persuading Android smartphone owners to switch to an iPhone remains a long-term goal for Apple. Early years saw significant platform switching as Apple introduced iPhones to the US mobile carriers one-by-one. In the past few years, the rate of switching from Android to iPhone settled at 11-15% o...


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After Apple raised prices on iPads and Mac computers last month, speculation ran rampant about how consumers would react. Last week, we analyzed data showing how consumers might delay a purchase of a new device, and that the trend toward longer ownership...


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The other shoe dropped: about a week after what turned out to be a warning announcement, Apple raised prices on a range of products, by a lot. Base price for entry-level iPads and Mac computers increased by $100-$200, with higher priced models going up even more. On a percentage basis, most prices increase by 15-25%.

The price increase for iPhones will likely wait until...


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