Apple's iPhone 6 and iPhone 6 Plus continue to dominate at all four major U.S. carriers with Samsung's Galaxy Note 4 putting on a good show.
The takeaway: Big screen mobile devices are killing it. And these are the devices that consumers and prosumers are bringing to work. The latest data point about iPhone sales come from Canaccord Genuity's T. Michael Walkley, an analyst that conducts channel checks monthly.
With December quarter earnings reports landing this week and the rest of January, all eyes are on Apple and how many mobile devices it can sell. As noted earlier today, smartphone sales turbulence is impacting the supply chain and tech vendors. Apple is grabbing high-end market share and that's putting pressure on Samsung.
Our U.S. smartphone surveys during December and into January indicated strong demand and high-tier market share gains for the iPhone 6/6 Plus smartphones. While our surveys indicated gradually improving in-store availability for the higher memory (64GB and 128GB) iPhone 6/6 Plus models, we believe overall supply remains below consumer demand with popular 64 GB SKUs in tight to limited supply. With our surveys indicating very strong December quarter holiday sales with continued strong demand in January particularly for the higher-ASP higher memory models, we have increased our December quarter iPhone and overall Apple estimates.
In addition, Apple is acquiring customers as well as future upgrade cycles. Should supply catch up with demand, Apple is likely to capture more sales ahead of Android launches at the upcoming Mobile World Congress in March.
Other odds and ends:
- Customers are gravitating to 64GB devices.
- LG's G3 and Motorola Droid Turbo were also popular at carriers.
- But Apple probably had more than 50 percent of U.S. smartphone sales in the quarter.