Tim Cook: Most iPhone 6 buyers switched over from Android

Apple CEO Tim Cook just scored a massive blow in the ongoing corporate boxing match between Apple’s iPhone and Google’s Android devices. According to a report from The Register, Cook recently claimed that only 15 percent of iPhone 6 buyers upgraded to the device from older iPhone models.

What does that mean? First and foremost, it means good news for Apple. The company’s iPhone line has been around since 2007, and has been a cultural touchstone ever since. However, if Cook’s claim is true, then it means that Apple’s flagship product line is still growing, and significantly at that.

The growth was reflected by record quarterly earnings for Apple’s iPhone division. In the quarter than ended on December 31, 2014, Apple reported sales of 74.5 million iPhones. Given the fact that the company’s innovative streak has slowed in recent years, due at least in part to the passing of visionary Apple founder Steve Jobs, the fact that the iPhone can still be gathering new customers and cultivating such buzz is great news for the Cupertino, CA based company.

Even better news for the company is that Apple seems to be cannibalizing Android’s marketshare in order to expand its own. Perhaps the key quote of Cook’s earnings call for the recent quarterly results was this one: “The current iPhone lineup experienced the highest Android switcher rate in any of the last three launches in any of the three previous years.”

Indeed, if only 15 percent of those 74.5 million iPhone buyers were upgrading from older Apple products, it goes without saying that Apple has to be stealing mobile customers from somewhere else. And while some of the Android switchers may have been former Apple customers who decided to switch back to the iPhone after trying something different, the news still stands as one of Apple’s biggest wins in the ongoing mobile allegiance war.

The lack of loyal Apple customers upgrading to the iPhone 6 is not bad news either. On the contrary, all it indicates is that most of Apple’s core customers are still finishing out two-year carrier contracts with older devices. Those customers should keep iPhone 6 sales figures high throughout 2015, as their contracts expire and it comes time to upgrade. The same customers will also likely fuel the probable launch of the iPhone 6S this fall.

In other words, Apple is going to have a good 2015.

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