iPhone Model Penetration
- This week Apple reported better-than-feared earnings and spoke positively about the iPhone 16 cycle and the trends they are seeing from the launch of Apple Intelligence.
- Occam continuously tracks model penetration across iPhone cycles, and the chart below confirms the trend CEO Tim Cook referenced on the recent earnings call—that the iPhone 16 is outperforming the iPhone 15 at the same stage in its cycle.
- Occam also tracks familiarity and interest in Apple Intelligence. Another key data point from Occam indicates that higher awareness of Apple Intelligence correlates with a stronger intent to upgrade (data available upon request). Tim Cook reinforced this, stating “In the markets where we launched Apple Intelligence, they outperformed the markets that we did not.”
- New Apple Intelligence features, such as the expected Siri upgrade in iOS 18.4 in a few months, could further drive upgrade demand.
- Subscribe today for real-time insights and key data on how AI interest is driving hardware and software upgrade cycles.
