Apple overtakes Android to account for 50% of smartphones used in US


Apple has overtaken Android devices to account for more than half of smartphones used in the US, giving the iPhone maker an edge over its rival as it pushes into sectors including finance and healthcare.

The 50 per cent landmark — the iPhone’s highest share since it launched in 2007 — was first passed in the quarter ending in June, according to data from Counterpoint Research. Some 150 devices using Google’s Android operating system, led by Samsung and Lenovo, accounted for the rest.

“Operating systems are like religions — never significant changes. But over the past four years the flow has consistently been Android to iOS,” said Counterpoint’s research director, Jeff Fieldhack. “This is a big milestone that we could see replicated in other affluent countries across the globe.”

The numbers are based on smartphones in use, known as the “active installed base”, what Apple finance chief Luca Maestri dubbed “the engine for our company” in a July earnings call.

This is a wider and more meaningful category than new phone shipments, which fluctuate from quarter to quarter and have already demonstrated Apple’s newfound strength.

The active installed base takes into account the millions of people brought into Apple’s ecosystem through the used phone market, as well as those who use iPhones purchased years ago.

Ben Wood, analyst at CCS Insight, said: “It’s not that we are seeing a big year where Apple grows its market share 10 or 15 per cent, but there’s this slow burn where they quietly just grab more share every year.”

Line chart of Installed base* share (%) showing iPhone ‘active installed base’ now a majority of US smartphones

Android-powered smartphones first went on sale in 2008, a year after the iPhone debuted, and overtook the iOS-installed base in 2010, according to NPD Group. In the three previous years, Apple never had anything near 50 per cent market share, as sales were dominated by Nokia, Motorola, Windows and BlackBerry.

As Apple chief executive Tim Cook prepares to unveil the iPhone 14 on Wednesday, the milestone suggests the company has never been in a more competitive position despite persistent criticism that it has lost its innovative edge.

The group’s keynote autumn event in recent years has been much more about developments to…

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