Refreshed internals, lower price point possible.
U.S. Customers Favoring iPhone 6 Over 6 Plus by 3:1 as 91% of Buyers Opt for Latest Models
The survey data, shared in a research note published today by UBS analyst Steven Milunovich, indicates that 91 percent of iPhone owners bought either an iPhone 6 or 6 Plus in the first four weeks of launch, rising from 86 percent in the first two weeks. Uptake of the new models also compares favorably to last year's iPhone launch, which saw 84 percent of customers in the first thirty days opting for the iPhone 5s and 5c.
Most of the increase in share for the new models since the initial launch period has come from the iPhone 6, which saw an increase of six percentage points to 68 percent, while the iPhone 6 Plus remains at around 23-24 percent of purchases, despite both facing high demand during their initial launch.
The 3:1 ratio favoring the iPhone 6 over 6 Plus has come down slightly from early adoption rate data, but as highlighted by Apple's Greg Joswiak last month, the true balance of customer interest won't be known until production constraints, which more heavily affect the iPhone 6 Plus, are resolved. The balance will also vary significantly by country, with customers in Asian countries tending to prefer larger screens than those in other countries.
The study by CIRP also measured future intentions on purchasing the iPhone 6 and 6 Plus. Of those asked, over 40 percent were planning to buy an iPhone 6 within the next year. Nineteen percent of Samsung users surveyed also plan to switch over to Apple for their next phone purchases, with over half of those intended purchases favoring the iPhone 6 Plus.
While that marks a significant potential share gain for Apple, recent data has so far shown lower than expected shares of Android customers switching over to the iPhone 6. A more realistic picture will, however, come later as the surge of iPhone early adopters wanes.
When the iPhone 6 and 6 Plus launched in September, they sold over ten million units in their launch weekend, including 4 million first-day pre-orders. The iPhone 6 and 6 Plus also outpaced last year's nine million units of the iPhone 5s and 5c shipped in their opening weekend, but that figure is widely viewed as somewhat inflated by ample stocks of iPhone 5c units shipping into inventory channels.