Shulou(Shulou.com)11/24 Report--

CTOnews.com Another Apple supercycle has been predicted, thanks to an increasing number of products being purchased by people new to the company's products. Counterpoint Research's new market intelligence research claims that Apple iPhone 14 / Pro, Mac and Apple Watch attract a lot of consumers 'first purchases.

Many products go through demand cycles--higher at some times and lower at others. A supercycle is when demand continues to rise, even when it would normally fall.

CTOnews.com has learned that Apple last experienced a supercycle after the launch of the iPhone 6, when pent-up demand for large-screen iPhones was unleashed.

A new report from Counterpoint Research suggests that another Apple supercycle may be forming as more people buy the company's products for the first time.

Counterpoint acknowledges that Apple is not immune to macroeconomic factors affecting the tech industry as a whole. These factors include rampant inflation, a very strong dollar pushing up prices outside the United States, and ongoing supply chain challenges. But it said underlying trends and long-term growth prospects look good.

For iPhone 14, Counterpoint draws attention to growth from Android switching users, record growth in emerging markets, and increased demand for Pro models and higher storage.

Apple's iPhone revenue grew 9.7% year-over-year, despite currency headwinds on top of an already strong year-over-year base. Apple's active device installations hit a new high as the number of users upgrading reached a new high and the number of users switching to iPhones showed a double-digit increase, indicating that users continue to migrate from Android to iOS.

Another notable milestone was record growth in emerging markets, namely India, Indonesia, Thailand, Vietnam and Mexico, despite currency deficits in these regions, suggesting that there is plenty of room for growth in these regions.

According to initial channel surveys, more Pro models and higher storage models in the iPhone 14 lineup are further driving the iPhone's average selling price up. "

MacApple Silicon Mac's amazing performance and battery life also attracted a large number of users who converted from Windows devices.

Counterpoint said that in the final quarter of Apple's fiscal 2022, more than half of Mac buyers were first-time buyers.

"This is critical for Apple as it continues to appeal to the creator community and expand its footprint to even more people. "

Apple WatchCounterpoint noted that Apple Watch sales are growing despite broader economic headwinds, saying that a full two-thirds of buyers are people who have never bought a watch before. Note that this isn't to say they're new to Apple's ecosystem, but it still suggests that Apple's wearables have a bright future.

Strong growth in the corporate sector Counterpoint said that for the corporate sector, high resale prices make Macs more affordable than they seem, and choosing Macs makes businesses more attractive to employees.

"Apple has witnessed strong growth in the B2B space for large enterprises. Apple said Ford is using the iPad and iPhone's advanced camera system to conduct quality inspections of the new F-150 electric truck. Apple products are also helping companies like Cisco attract new talent and retain employees.

The high residual value of Apple devices remains a key selling point for the company to attract new customers. Apple's trade-in program further enables the brand to reduce refresh cycles. "

Companies that have long switched to Macs have also reported significant reductions in support costs and productivity gains. A study found that Mac computers save more than $800 per PC compared to Windows devices.

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