# iPhone Upgrades, Not Android Switchers, Drive Apple Sales, Bernstein Says

**URL:** <https://onehack.st/t/iphone-upgrades-not-android-switchers-drive-apple-sales-bernstein-says/286755>\
**Category:** News & Articles\
**Tags:** technology\
**Created:** [July 12, 2024, 5:49pm UTC](https://onehack.st/t/iphone-upgrades-not-android-switchers-drive-apple-sales-bernstein-says/286755 "2024-07-12T17:49:29Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![Nina](https://onehack.st/user_avatar/onehack.st/nina/32/86958_2.png) [@Nina](https://onehack.st/u/Nina)\
**Post date:** [July 12, 2024, 5:49pm UTC](https://onehack.st/t/iphone-upgrades-not-android-switchers-drive-apple-sales-bernstein-says/286755/1 "2024-07-12T17:49:30Z")

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**Summary:**

1. **Bernstein’s analysis** reveals that **iPhone sales** are primarily driven by **upgrades** from existing users, not **switchers from Android**.

2. **Perceived market share shifts** between Apple and Android are mostly **illusory** , especially in **China** where **new features** heavily influence upgrade cycles.

3. **Apple’s struggles in China** are more related to **poor upgrade rates** within its existing customer base rather than a significant shift to **competitors like Huawei**.

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