International

63% of iPhones were activated outside the U.S. last quarter

February 10, 2012: 7:06 AM ET

And that percentage is likely to increase sharply now that China has the iPhone 4S

Click to enlarge. Source: Asymco.com

The chart at right from Horace Dediu's Asymco blog shows the U.S. share of iPhone activations growing last quarter due, he speculates, to the U.S. launch of the iPhone 4S and the addition of a third domestic carrier, Sprint (S).

But the long-term trend is clear. The U.S. is becoming a progressively less important market for sales of Apple's (AAPL) most valuable product line.

The company is likely to report a sharp uptick in international sales this quarter, reflecting the crushing demand for the iPhone 4S exhibited when the device went on sale in China last month. The spread will only get wider if China Mobile (CHL), the world's largest mobile carrier, begins selling Apple's next iPhone later this year.

Below: Another view of the same data, showing activations in units rather than market shares.

Source: Asymco

  • Apple's Asia-Pacific profits grew 2,991% in the past 5 years

    In Japan, its profits grew 1,156% between 2005 and 2010. Europe's were up 1,518%

    "Apple's international sales are simply on fire"

    So wrote the Motley Fool's Erik Bleeker Monday in a piece assessing Apple's (AAPL) overseas demand.

    It is, as he puts it, exploding.

    This will come as no surprise to anyone who has been following COO Tim Cook's Q&As with analysts, where he's been highlighting Apple's growth in the Japanese and Asia Pacific MORE

    - Jun 28, 2011 7:38 AM ET
  • Mac growth heading overseas

    Apple's next sweet spot: Overseas sales of PCs in the $700-$1,119 range

    "We believe that Apple's Mac business has plenty of revenue growth left in the tank," write J.P Morgan's Mark Moskowitz and Anthony Luscri in a "Quick Thought" note to clients issued Thursday. Its focus is on overseas sales of a product line that has been overshadowed lately by the iPhone and the iPad.

    Specifically, they believe Apple (AAPL) has opportunity MORE

    - May 27, 2010 10:59 AM ET
  • iPads abroad: Ship dates and prices

    Nine countries will get Apple's tablet computer on May 28. Nine more will follow in July.

    The iPad is finally headed overseas.

    Having postponed the international launch of the iPad while U.S. supplies caught up with demand, Apple (AAPL) announced Friday that it will begin selling the device in nine countries on May 28, with another nine to follow in July.

    Pre-orders for the first group begin on May 10 at prices MORE

    - May 7, 2010 10:52 AM ET
    Posted in: , ,
Current Issue
  • Give the gift of Fortune
  • Get the Fortune app
  • Subscribe
Powered by WordPress.com VIP.