Originally Posted by afv011
I like the 2012 numbers, 37 to 35 to 26. Is that the sound of a bubble bursting I hear?
It could be. Certainly the growth in availability and range of high quality Android phones, the competition between different manufacturers, and the greater maturity of the platform and app store, is going to have an affect on iPhone sales.
I think there is also some quarter-to-quarter transference going on.
2011 16,240 18,650 20,340 17,070 72,300
2012 37,044 35,100 26,000 98,144
2011Q4 (July-Sep) was down, then 2012Q1 (Oct-Dec) significantly up. It seems reasonable to say that this was down to people waiting for the iPhone 4S release, which was mid-Oct 2011.
The 2012Q3 (Apr-Jun) was down, and Apple are saying that is because people are waiting for the iPhone 5.
If that is the case, then once the iPhone 5 is released, there should be a huge spike up again.