Localytics provided me with an update on the market shares of iPhones in use as of Monday, December 18. 

By Localyticsmonitoring 70 million iOS devices globally and using an estimate of total iPhones in use, it is possible to project how many have been sold and their daily sales rate. In the long run, the number of iPhones in use should be very close to that number that have been sold. The bottom line is this data helps to confirm that iPhone 8 and X sales remain strong (a combined one million plus per day) even though the daily number has slowed. While inventory of the iPhone X has improved, if you want to get one in an Apple store, it is best to shop in the morning. (Note that I own Apple shares and have sold Put options).

Apple’s stock had been slightly underperforming the markets over the past few weeks but as of this morning made an all-time high as has the Dow Industrials, S&P 500 and the NASDAQ, which crossed 7,000 for the first time.

Before Thanksgiving

Localytics estimates that two weeks after the iPhone X launched that its percentage of the iPhone install base was 1.42%. From a percentage perspective this is lower than the iPhone 6 at 3.4%, the 6s at 2.1% and the iPhone 7 at 2.7%. However since the iPhone install base has grown over the years the estimated number of X’s that had been sold did not lag nearly as much.

After Thanksgiving

These are Localytics estimates for the percentage of iPhone 8’s, 8 Plus’ and X’s that were in use as of Wednesday, November 29, which is 12 days after the before-Thanksgiving weekend.

Over the 12-day period, this indicates that there were an additional 17.9 million iPhones sold and in total the estimated number of iPhone 8’s, 8 Plus’ and X’s that were in use as of yesterday was 61.3 million. Keep in mind that the iPhone 8 and 8 Plus went on sale in September and had nine selling days in the September quarter so not all of their units that Localytics is seeing were sold in the December quarter.

Post Thanksgiving

These are Localytics estimates for the percentage of iPhone 8’s, 8 Plus’ and X’s that were in use as of Monday, December 11. This is also 12 days from the after-Thanksgiving reading.

Latest data

The iPhone 8 Plus is still doing better than the iPhone 8. When you add the higher priced iPhone X into the mix the average selling price or ASP for iPhone’s should move up substantially. This is the most recent data from Localytics.

Source: forbes