Michael Mace at Rubicon Consulting, a small research firm based in Los Gatos, Calif., has done anybody interested in the iPhone two favors: 1) He published a first-rate piece of research on the impact of the device on its owners and Apple’s (APPL) competitors, and 2) He has made his results easily — and freely — available on the Web.
The key findings — based on interviews with 460 randomly selected iPhone users in the United States — are summarized in a dozen Quick Facts and ten Implications, both available here. Some of the bullet points:
- iPhone owners tend to be young and well heeled; 15% are students
- 75% were already Apple customers; getting beyond the early adopters could be a challenge
- 28% say they use the iPhone to replace a notebook computer
- AT&T (T) is doing well by the deal — to the tune of $2 billion extra revenue a year
The full 35-page white paper — with color charts — can be downloaded as a PDF from the same Rubicon site. It’s easy reading and worth your time.
For those of you who don’t make it all the way to the white paper, three charts struck me as particularly useful.
The first is a bar chart showing what people do with their iPhones — daily, occasionally or never. Checking e-mail jumps out as the No. 1 thing most do every day, but it’s interesting how many fewer actually compose e-mail on the device. And it’s also interesting to see what most iPhone users never or rarely do with the device — like buy music, watch videos or read maps.
One function we wish had been included in the first chart — use the iPhone to make and receive phone calls — is explored in the pie chart below. It turns out, one out of three iPhone owners carry around two phones. The RIM (RIMM) BlackBerry is the most popular second phone — used by nearly one in ten iPhone owners. Mace speculates that that will probably change when the iPhone gets Exchange support. But we wonder how many iPhone owners keep a simple, cheap cell phone with them either because they’re running out their contract with their original carrier or because it just works better as a phone.
The third chart is the one that shows whose ox got gored when Apple entered the smartphone market. The big loser was Motorola (MOT); nearly a quarter of iPhone owners traded up from a Razr. Another big slice comes from RIM, but Mace believes that it’s Microsoft (MSFT) — squeezed between Apple and (GOOG) — that faces the biggest challenge down the road. More on that below the chart.
Here’s why Mace believes Microsoft faces “severe challenges” in the smartphone market: