FORTUNE -- Samsung overtook the iPhone on Apple's (AAPL) home turf in the quarter that ended Sept. 30, according to a Consumer Intelligence Research Partners' report obtained by Fortune Thursday.
In CIRP's survey, Samsung accounted for 38% of U.S. mobile phone sales in Q3 2013 compared with 34% for Apple.
"Samsung appears to have taken a bit of share from Apple in the quarter," said CIRP co-founder Josh Lowitz. "We attribute that to customers postponing purchase of Apple products until the anticipated iPhone 5S and 5C launch late in the quarter."
Samsung took the quarter even if you subtract out the sales of their feature phones, according to CIRP.
The chart below shows how the launch of the iPhone 5 last year catapulted Apple back into the No. 1 spot. The launch of the new iPhones is expected have the same effect this quarter.
METHODOLOGY: CIRP bases its findings on its survey of 500 customers that activated a mobile phone in the U.S. in June-September 2013.
UPDATE: I see from the comments that I'm not the only one having trouble reconciling Verizon's report this morning that of the 7.6 million smartphone it activated during the September quarter, 3.9 million (51%) were iPhones. I asked a CIRP spokesperson if he could explain the discrepancy. His reply:
Yeah, the difference between our 34% and the 51% for Verizon does seem big.
A couple of thoughts:
- our estimate includes all carriers, including S, TMUS, and others. These together represent perhaps a third of the total US market, but in general Apple doesn't do nearly as well at those carriers relative to its share at T and VZ.
- the Verizon figure seems to pertain only to smartphone activations, while the figures we show are for all phones. Of course, Apple sells only smartphones, while Samsung also sells feature phones. Now, the number of feature phones continues to decline, so excluding them will not change the figures dramatically, but they are worth a couple of percentage points.
I have a couple thoughts:
Androids are 3 times more likely than iPhones to have been bought at a discount store.
FORTUNE -- Consumer Intelligence Research Partners, which has been exploring the differences between Americans who buy Apple (AAPL) iPhones and those who choose phones running Google's (GOOG) Android, released a new set of charts to Fortune on Wednesday.
The first, above, shows that when shopping for a smartphone, Android buyers favor discount and big-box stores -- like Walmart MOREPhilip Elmer-DeWitt - Aug 22, 2013 12:00 PM ET
For Apple, 42% from previous iPhone owners. For Samsung, mostly 'droids and dumb phones.
FORTUNE -- Twenty percent of Apple's (AAPL) iPhone customers over the past year were switching from an Android phone, but only 7% of Samsung buyers had previously owned an iPhone, according to a new study released to Fortune by Consumer Intelligence Research Partners.
The CIRP report is the most detailed we've seen on where Apple and Samsung get MOREPhilip Elmer-DeWitt - Aug 19, 2013 6:38 AM ET
What Tim Cook didn't say in last week's earnings call
FORTUNE -- When it reports on Mac sales in its retail stores, Apple (AAPL) likes to make the point -- as Tim Cook did again last week -- that roughly half of the Macs sold in Apple Stores are sold to customers who never owned a Mac before.
In a report issued Monday entitled "What Tim Cook Didn't Say," Consumer Intelligence Research Partners, MOREPhilip Elmer-DeWitt - Apr 30, 2012 2:58 PM ET
|Instagram launches direct messaging|
|Military retirees: You betrayed us, Congress|
|I work 4 jobs and I'm still struggling|
|Foxconn improves worker conditions, but hours still excessive - report|
|Ford set for most aggressive expansion in 50 years|