Apple Could Double the iPhone's Addressable Market [Chart]

Posted November 22, 2012 at 5:12pm by iClarified | Please help us and submit a translation by clicking here | 9802 views

Asymco's Horace Dediu takes a look at the iPhone's addressable market and calculates that it could double.

iPhone “addresses” about 2.8 billion connections whereas there are about 5.7 billion available connections. Note that this is not users but subscriptions—essentially SIM cards.

Ratios By Region:
● Middle-east/Africa has 29%
● Asia/Pacific is at 39%
● Europe 73%
● The Americas 83%

Countries With Highest Opportunity:
● India: 658 million
● China: 622 million
● Pakistan: 116 million
● Russia: 102 million
● Nigeria: 89 million

Notably, Android does not have these distribution constraints since the various manufacturers using the operating system cover the entire subscriber space.

More details about this analysis can be found at the link below and the topic will be further discussed at Asymconf in January.

Read More


Share
Add Comment
Follow iClarified
Holiday Gift Guide: For the Home
There's not much time left before Christmas. ...
Mercury Browser Pro Gets iPhone 6 Support, Today Widget
The Mercury Browser Pro has been updated with...
Erno Laszlo Holiday Video Campaign Filmed on the iPhone 6 Plus
Truth NYC has created a holiday video campaig...
PayPal App For iPhone Gets Support for Gift Cards, Security Key, and More
iPhone 6 Boiled in Coca-Cola [Video]
Check out this video of an iPhone 6 being boi...