Apple's newest 4-inch iPhone SE has taken a 16 percent share of the overall United States iPhone market in its launch quarter, according to new survey data shared by Consumer Intelligence Research Partners and UBS analyst Steven Milunovich. The data shows that the iPhone SE has been successful in "flushing out" older phones, with 26 percent of iPhone buyers in the quarter moving up from an iPhone 4s, up from 16 percent in the previous quarter.
The strong entry of the iPhone SE naturally came at the expense of Apple's other phones in model share, with the iPhone SE helping to prop up overall iPhone sales as the other models begin showing their age by serving as an enticing upgrade option for more frugal customers and those unwilling to upgrade to a larger screen.
The percentage of plus models sold fell by 6 points in the June quarter following a 9 point increase in March. The success of the iPhone SE could demonstrate pent-up demand for a smaller screen and price sensitivity in the installed base.
In the same vein, CIRP's data points to a slight shift towards the preference of lower storage capacities across every model in the iPhone family, as more frugal-minded consumers enter the market at the end of the current iPhone cycle. Although the research firm has seen a slow uptick in higher storage options over the last three quarters (62 percent of iPhone buyers opted for higher capacities in the March quarter, increasing 11 percent year-over-year), compared to the year-ago quarter average storage per smartphone dropped a total of 10 percent. The iPhone SE with only 16 GB and 64 GB options undoubtedly contributed to this decrease.
Close speculation has surrounded not only the current iPhone sales numbers, but the prediction of how well the iPhone 7 will do come September as Apple tries to regain momentum following the first year-over-year decline in revenue since 2003 and first ever year-over-year decline in iPhone sales. Concerns over potential "lack of innovation" is at the root of some doom-and-gloom sales predictions, although, as CIRP corroborated today, Apple has continued to ramp up production of the iPhone SE in the wake of "very strong" demand.
Saturday October 18, 2025 11:00 am PDT by Joe Rossignol
iOS 26 was released last month, but the software train never stops, and iOS 26.1 beta testing is already underway. So far, iOS 26.1 makes both Apple Intelligence and Live Translation on compatible AirPods available in additional languages, and it includes some other minor changes across the Apple Music, Calendar, Photos, Clock, and Safari apps.
More features and changes will follow in future ...
Apple plans to cut production of the iPhone Air amid underwhelming sales performance, Japan's Mizuho Securities believes (via The Elec).
The Japanese investment banking and securities firm claims that the iPhone 17 Pro and iPhone 17 Pro Max are seeing higher sales than their predecessors during the same period last year, while the standard iPhone 17 is a major success, performing...
Monday October 20, 2025 10:57 am PDT by Juli Clover
With the fourth betas of iOS 26.1, iPadOS 26.1, and macOS 26.1, Apple has introduced a new setting that's designed to allow users to customize the look of Liquid Glass.
The toggle lets users select from a clear look for Liquid Glass, or a tinted look. Clear is the current Liquid Glass design, which is more transparent and shows the background underneath buttons, bars, and menus, while tinted ...
Friday October 17, 2025 7:35 am PDT by Joe Rossignol
Apple's software engineers continue to internally test iOS 26.0.2, according to MacRumors logs, which have been a reliable indicator of upcoming iOS versions.
iOS 26.0.2 will be a minor update that addresses bugs and/or security vulnerabilities, but we do not know any specific details yet.
The update will likely be released by the end of next week.
Last month, Apple released iOS 26.0.1,...
Sunday October 19, 2025 7:39 am PDT by Joe Rossignol
iOS 26.4 is expected to introduce a revamped version of Siri powered by Apple Intelligence, but not everyone is satisfied with how well it works.
In his Power On newsletter today, Bloomberg's Mark Gurman said some of Apple's software engineers have "concerns" about the overhauled Siri's performance. However, he did not provide any specific details about the shortcomings.
iOS 26.4 will...
Saturday October 18, 2025 10:57 am PDT by Joe Rossignol
While the new iPad Pro's headline feature is the M5 chip, the device has some other changes, including N1 and C1X chips, faster storage speeds, and more.
With the M5 chip, the new iPad Pro has up to a 20% faster CPU and up to a 40% faster GPU compared to the previous model with the M4 chip, according to Geekbench 6 results. Keep in mind that 256GB and 512GB configurations have a 9-core CPU,...
Thursday October 16, 2025 9:13 am PDT by Joe Rossignol
Apple on Wednesday updated the 14-inch MacBook Pro, iPad Pro, and Vision Pro with its next-generation M5 chip, but previous rumors have indicated that the company still plans to announce at least a few additional products before the end of the year.
The following Apple products have at one point been rumored to be updated in 2025, although it is unclear if the timeframe for any of them has...
Thursday October 16, 2025 3:57 pm PDT by Juli Clover
Apple plans to launch MacBook Air models equipped with the new M5 chip in spring 2026, according to Bloomberg's Mark Gurman. Apple is also working on M5 Pro and M5 Max MacBook Pro models that will come early in the year.
Neither the MacBook Pro models nor the MacBook Air models are expected to get design changes, with Apple focusing on simple chip upgrades. In the case of the MacBook Pro, a m...
Thursday October 16, 2025 8:31 am PDT by Joe Rossignol
Apple on Wednesday updated the 14-inch MacBook Pro base model with an M5 chip, and there are two key storage-related upgrades beyond that chip bump.
First, Apple says the new 14-inch MacBook Pro offers up to 2× faster SSD performance than the equivalent previous-generation model, so read and write speeds should get a significant boost. Apple says it is using "the latest storage technology," ...
Close speculation has surrounded not only the current iPhone sales numbers, but the prediction of how well the iPhone 7 will do come September as Apple tries to regain momentum following the first year-over-year decline in revenue since 2003 and first ever year-over-year decline in iPhone sales. Concerns over potential "lack of innovation" is at the root of some doom-and-gloom sales predictions, although, as CIRP corroborated today, Apple has continued to ramp up production of the iPhone SE in the wake of "very strong" demand.
