How brands performed in the US in Q3
What analysts have to say
Canalys analyst Le Xuan Chiew, “The iPhone 15 series had a strong start in September 2023, accounting for 34% of all iPhone sales in the US during Q3. The annual refresh of the iPhone portfolio remains paramount to all carriers, even to smaller challengers such as Boost Infinite, to attract switchers. However, fewer current users opt for upgrades to the latest models. Instead, there is a growing trend toward buying older generations, refurbished devices or keeping current phones longer. For Apple, recalibrating its portfolio, marketing strategy and carrier partnerships will become imperative to address these changes in consumer behaviour. Lackluster performance in the US can reverberate and impact Apple’s global strategy and ambitions swiftly.”
