The biggest iPhone customers aren’t you or me
Write this down, because I’m going to tell you my secret to understanding the US mobile industry for the last 20 years. The answer to everything is ‘The Carriers.’ Every question, every conundrum. If you want to know why we DO have this, or DON’T have that? The answer is the US carriers: AT&T, Verizon, and T-Mobile. How has Apple managed to achieve monopoly power in the US and draw the ire of the Justice Department? The answer is the US carriers.
One of the strongest points that Apple makes in its rebuttal to the government’s lawsuit is that the government is considering only the US market, but Apple competes on a global scale. In the global market, Apple’s market share is much lower than in the US alone. It owns closer to 20% of the global market, as opposed to more than 60% of the US market.
Why is there such a huge difference? Is it because Samsung is incredibly popular everywhere else in the world? Are Google Pixel phones and Motorola Razr phones catching on like wildfire? Of course not. It’s because there are lots of phones in the rest of the world that you simply cannot buy here in the US.Half of the Top 10 phone makers don’t sell phones here
The top ten phone makers in the world include Apple, Samsung, OnePlus and Motorola. It also includes Xiaomi, Oppo, Vivo, Huawei, and Realme. While Oppo’s subsidiary brand OnePlus sells phones in the US, none of those latter brands are available here. Why not? Check your notes, you wrote down the answer.
It’s because of the US carriers. Okay, we can’t blame the US carriers for the US government’s ban on Huawei products (though the government hasn’t offered specific evidence to support that ban). The rest of the phones, though, are not available in the US because the carriers don’t sell them. You can find them through grey market import channels, but they won’t have a local warranty, and they may not support local networks properly.
It’s unclear why the US carriers don’t sell half of the top phone brands here in the US, and we can only add blind speculation.
