The character of the Chinese economic model is changing. Since the beginning of China’s economic reforms, growth has been driven by investment and exports. Growth in “New China” will be driven by domestic consumption, including service industries like retail, domestic transportation, travel, leisure and health care. Or at least that is the plan.

One area were personal consumption has grown particularly fast is within smartphones. A recent study by mobile research firm Flurry Analytics showed that China has overtaken the United States as the country where most Android and iOS (the two main smartphone platforms) devices were activated.

To take the pulse on Chinese consumption we decided to calculate the iOS penetration (Apple’s iPhone and iPad, not including iPod touch) rate in all Chinese provinces and municipalities, using data from Chinese mobile research firm Umeng and our own analysis of the number of iOS devices in China. Our estimate puts the total number of iPhones and iPads in China at end of 2011 at 21 million active devices, distributed as follows:

Apple’s success is China has been hard to miss (sales in Q4 2011 reached 4.5bn USD), but the high penetration rates in Beijing and Shanghai still surprised us.

How long will it take before your average Chinese Zhou can expect to own a villa in the suburbs and two cars? A long time no doubt. But it seems the Chinese dream already includes things like iPhones and iPads.


9 Responses to iOS penetration rate reaches 10% in Beijing and Shanghai

  1. Quora says:

    How many iOS devices ( iPhone, iPad, iPod Touch ) are there in China?…

    Flurry Analytics estimated the number of smart phones (android and iOS) in China to 35 million in November 2011. In mid 2011 Umeng (a Chinese app analytcs company) recorded 15million active devices in China (by looking at app usage). In a study combini…

  2. […] 根据史登上海投资咨询有限公司(Stenvall Skoeld & Company)的数据显示,苹果产品在城市区域内的持有率的确非常高,只不过在城市以外的就显得有点低了;甚至可以这么说,苹果产品持有率仅仅在几个特定的城市区域中占据主导地位。 […]

  3. […] China iOS Users Are Urban (Stenvall Skoeld & Co.)To take the pulse on Chinese consumption, Shanghai-based Stenvall Skoeld & Company decided to calculate the iOS penetration (Apple’s iPhone and iPad) rate in all Chinese provinces and municipalities. They peg the number of devices at 21 million. More than half of all iOS devices in China are located in a handful of provinces and cities. Guangdong province was listed as having the most iOS devices at 13.4%, followed by Beijing with 10.3%. Shanhai, Zhejian and Jiangsu rounded out the top five. […]

  4. […] to a select few areas, while the majority of the country sees very little device penetration, according to strategic advisory firm Stenvall Skoeld […]

  5. […] 来自友盟与史登威咨 询联合做的研究数据显示,截至2011年底,苹果iOS设备(iPhone和iPad,不包括iPod)在中国总共拥有2100万套激活设备。超过一半的 设备分布在北京、广东以及长江流域。按省份来划分,前5位分别为:广东(13.4%)、北京(10.4%)、上海(10.3%)、浙江(9.6%)、江苏 (9.2%)。 […]

  6. […] der Auswertung firmeneigener Daten und Zahlen weiterer Unternehmensberatungen kommt eine Analyse von Stenvall Sköld zu dem Ergebnis, das es letztes Jahr bereits 21 Millionen iPhones und iPads in China gab. Auch wenn […]

  7. […] iOS Penetration Rate Reaches 10% in Beijing and Shanghai Carl-Johan Skoeld China strategy and M&A advisory, April 6, 2012 […]

  8. […] you find the latest news about iDevice adoption rates in China […]

  9. […] 来自友盟与史登威咨询联合做的研究数据显示,截至2011年底,苹果iOS设备(iPhone和iPad,不包括iPod)在中国总共拥有2100万套激活设备。超过一半的设备分布在北京、广东以及长江流域。按省份来划分,前5位分别为:广东(13.4%)、北京(10.4%)、上海(10.3%)、浙江(9.6%)、江苏(9.2%)。 […]