Apple’s iPhone 6s Uptake is Slower Than iPhone6

Apple's iPhone 6s Uptake is Slower Than iPhone6

Apple's iPhone 6s is experiencing a slower uptake than last year's iPhone 6 models has been indicated by two independent firms. However since Apple has a larger install base this will help mitigate a slower uptake.

The slower uptake will be viewed negatively by Apples Bears but can be spun positively by Apples Bulls. While they may not correctly capture Apple's actual sales it gives a decent indication of iPhone trends. It is also important to keep track of Chinas mobile growth as this is a worthwhile data point for Apple's iPhone business.

Larger install base helps offset lower adoption

Apple's iPhone install base is larger than a year ago. While its not quite an apples to apples comparison since not all iPhones are still in use. A year ago Apple had sold 551 million iPhones by June 2014. As of June 2015 that number had grown to almost 774 million or 40% higher.

Fiksu has tracked iPhone usage for multiple iPhone cycles

As can seen in the graph below the iPhone 6s is 2.6% of iPhones in usage vs. at the same time post launch last year when the iPhone 6 was at 3.9%. The iPhone 6s Plus is not trailing the iPhone 6 Plus uptake as much from a year ago. This year's 6s Plus is at 0.8% vs. last year's 1.0% for the 6 Plus. In total the two 6s' models are at 3.4% vs. 4.9% for the iPhone 6.