Analyzing the iPhone Portfolio: Part I

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3Q 2013 | IN-1017266


The iPhone Portfolio by Model: 2009 to 2015


The graph above shows the estimated share of total iPhone shipments by iPhone model. The vertical lines indicate a launch quarter, which tends to occur in 3Q. (Note that in 2011 the iPhone 4S was not released until 4Q). Looking forward from the red vertical line, it is assumed that Apple will continue to launch two models per year, as it has done this year.

How Will Two Models Change Things?


  • In 4Q 2014 the iPhone portfolio will move from supporting three concurrent models to four models, starting in 4Q 2013. This number would be five, but Apple discontinued the iPhone 5 in 3Q 2013, yet has...

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