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Tim Cook, Apple CEO told the Wall Street Journal in an interview that a large percentage of consumers buying iPhones lately are coming from devices that are not iPhones, and that most of those are shifting over from Android. Apple’s newest iPhone customers aren’t just old customers upgrading older devices – in fact, the vast majority are migrating from other platforms. This is potentially better news for Apple than its record-breaking 74.5 million iPhones sold during the past quarter, because it means there’s plenty of headroom to improve on that number in the future.
Apple CEO Tim Cook has pointed to new markets with lots of consumers new to smartphones as key opportunities, and the company’s success in markets like Greater China has shown those sentiments to be true.
The size and shape of the emerging smartphone market is debatable, however, and partly at the whim of global economic climate shifts.
Nothing on the horizon would seem to indicate Android devices are on the verge of gaining any significant technical advantage over iPhones, and Apple’s pacing in terms of releasing larger-screened devices has clearly done a lot to trigger of users waiting for that feature on iOS hardware. And with Samsung seeming like a ship that may have lost its rudder, Apple may be fighting a battle without a truly organized resistance.