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The unexpected growth of the basic iPhone 16 model in the US could help accelerate the shift of production to India. Photo: Financial Times . |
Consumer Intelligence Research Partners (CIRP) has just released iPhone sales data in the US in the first quarter, including detailed analysis of the performance of each iPhone 16 model. Among them, the iPhone 16 Pro version surprised with a significant decline in sales.
Specifically, according to two analysts Michael Levin and Josh Lowitz, the proportion of the original iPhone 16 models has changed. The iPhone 16 Pro and Pro Max together accounted for 38% of iPhone sales in the quarter, a large decrease compared to the 45% of the iPhone 15 Pro and Pro Max in the same period last year.
Meanwhile, the base iPhone 16 model saw a significant increase, accounting for 20% of new iPhone sales in the US, compared to just 14% for the iPhone 15 in the same period in 2024.
The stat suggests that Apple’s efforts to make the base iPhone 16 more appealing are clearly paying off. This may be a strategic move to differentiate itself from the even cheaper iPhone 16e, which also just launched and accounted for 7% of US iPhone sales this quarter, according to CIRP’s own data.
Previously, another CIRP report in April 2024 showed that the iPhone's market share in total smartphone activations had reached a six-year low as a percentage of new sales in the US.
Accordingly, Apple products currently account for only 33% of new sales, a rate not seen since 2018. For comparison, in early and mid-2023, the iPhone accounted for 40% of smartphone activations in the US. However, this number dropped to 36% by the end of 2023.
The unexpected growth of the iPhone 16 could be a way out for Apple in the US and contribute to accelerating the transition of production to a large part in India.
According to some insiders, Apple plans to move iPhone assembly operations for export to the US market to India as early as 2026. This comes after President Donald Trump put trade pressure on China, forcing Apple to come up with a plan to move assembly plants to markets with lower tax rates.
The Financial Times said Apple’s latest move is based on a strategy to diversify its supply chain. In particular, the iPhone factory is implementing its plan faster than investors expected. They aim to import all of the more than 60 million iPhones assembled in India to the US market. To realize this ambition, Apple will ask its partners in the South Asian country to double their assembly capacity.
Source: https://znews.vn/day-la-ly-do-apple-phai-gap-rut-day-manh-iphone-made-in-india-post1549512.html
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