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Chronicles

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iPhone XR has been the top-selling model globally in every quarter since Q4 2018 and contributed to over one-quarter of total Apple sales in Q3 2019

According to Counterpoint Research's Market Pulse, the iPhone XR was the top-selling model globally in Q3 2019, capturing 3% market share.

Counterpoint Research Varun Mishra

Context & Ripple Effects

When the iPhone XR launched, demand worries were loud enough that Apple marketing VP Greg Joswiak publicly pushed back, calling it the company's most popular iPhone since day one. CIRP's US data backed him up, showing the XR at 39% of US iPhone sales while the pricier XS pair split the rest.

Counterpoint's Market Pulse now extends that picture globally: the XR has been the world's best-selling phone every quarter since Q4 2018, took about 3% global share in Q3 2019, and accounted for over a quarter of Apple's total sales that quarter — a single-SKU dependence rare for a flagship-tier vendor.

First-order effects

  • Apple's quarterly results became heavily leveraged to one model: with the XR driving over 25% of total sales in Q3 2019, any pricing or demand misstep on that SKU moves the whole company's numbers.

Second-order effects

  • Samsung's Galaxy A50 finishing third behind the XR and iPhone 11 in Counterpoint's full-2019 ranking for the year shows the volume battle shifting to the affordable tier, pressuring Android rivals to compete on price-to-feature ratio rather than spec sheets.

Third-order effects

  • If the pattern holds, Apple's profit engine looks less like the iPhone X era — where one premium device generated 35% of worldwide smartphone profits in Q4 2017 — and more like a two-track structure: flagship margin plus mass-market volume under one brand.

The trend: Smartphone market leadership is consolidating around a small number of high-volume models per vendor, with Apple's affordable-flagship strategy and Samsung's A-series defining the volume tier.

Discussion

  • @zck Zak Kukoff on x
    𝙁𝙖𝙩𝙝 𝙚𝙧, 𝙄 𝙘𝙧𝙖𝙫 𝙚 𝙣𝙖𝙧𝙧 𝙖𝙩𝙞𝙫 𝙚 𝙫𝙞𝙤𝙡 𝙖𝙩𝙞𝙤 𝙣𝙨 https://twitter.com/...
  • @andruedwards Andru Edwards on x
    iPhone XR was the Top-Selling Model Globally Every Quarter in 2019 (but no one was going to buy it because of the screen, one camera, and starting storage option according to so many people who “understand average consumers.") 👀 https://www.counterpointresearch.com/ ...
  • @sameerpatel Sameer Patel on x
    The XR was a hyper-segmentation stroke of genius on Apple's part: people (esp teens) who don't necessarily want *the* best camera but consider screen size + mad battery life to be prized possessions. So many enterprise software lessons here. https://www.counterpointresearch.com/ …
  • @neiltwitz Neil Shah on x
    Three @oppo models as well in top ten best sellers list. 🪀A9 🪀A5s 🪀A5 But these are again A series models but from OPPO signifying mid-tier being still popular & function of markets OPPO operates in. https://www.counterpointresearch.com/ ... https://twitter.com/...
  • @neiltwitz Neil Shah on x
    @Apple iPhone XR continued to be the most popular model globally capturing 3% share in Q3 2019 With Q4 2019 almost ending, iPhone 11 is already tracking to take the pole position globally. https://www.counterpointresearch.com/ ... https://twitter.com/...
  • @neiltwitz Neil Shah on x
    Three models from @Samsung in top ten best seller list as A series continue to thrive and keep Samsung's scale and smartphone biz afloat. 🌌Galaxy A10 🌌Galaxy A50 🌌Galaxy A20 5G A series will be critical for Samsung in 2020. https://www.counterpointresearch.com/ ... https://twitte…