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It is interesting.

We hear all the time that the market wants bigger phones. But I look at data from analytics sites like Mixpanel and see something different.

https://9to5mac.com/2019/01/09/iphone-xr-usage-overtakes-xs/

This is from January 2019 (I can't find anything newer at the moment).

iPhone XS - 2.89%

iPhone XS Max - 3.65%

iPhone XR - 3.02%

iPhone X - 11.71%

iPhone 8 - 9.81%

iPhone 8 Plus - 10.11%

Total - 41.19%

These are all the latest iPhones. If you look at this year alone, sure, the larger phones are selling more. But back up even one year and 60% of iPhone users have the smaller of the newer phones. The 8 and 8 Plus are nearly at parity.

There's a market for not large phones. It's basically half of Apple's iPhone customers.




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