Can iPhone reach 20% of global smartphone market?
by Horace Dediu
On a yearly basis, iPhone has been growing at 270% in 2008,83% in 2009 and 130% so far this year. The growth has been faster than the growth of the smartphone market during the same time. As a result, the market share of the iPhone has increased from 2% in 2007 to 13% in 2009.

The question now is: What is the required growth rate for iPhone to maintain growth in share as the overall market grows?
Taking market estimates from Morgan Stanley, I tried to fit an iPhone growth rate which would result in a 20% share for Apple by 2013. This rate turns out to be a conservative 50%/yr. Any growth beyond 50% would result in well over 20% share for the iPhone.
3 comments
Tom Ross ·
Why do you have 2009 smartphones at 190 million? Gartner shows 172 million, Canalys 166 million. Same for 2008.
asymco ·
I was using Morgan Stanley estimates. I may revise down. Stay tuned for a new article.
asymco ·
I updated the data to also include the number of total wireless subscribers world-wide and the number of 3G subscribers sold every year 2007 to 2013.
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