Asymco: “Everybody has got a smartphone”? No they haven’t…

InsightaaS: Horace Dediu’s ASYMCO is a fascinating source of insight into issues pertaining to smartphones generally, and Apple in particular. In this post, ASYMCO challenges the notion that smartphones are reaching saturation levels.

“Everybody has got a smartphone”… says UBS analyst John Hodulik, as quoted by the Wall Street Journal.

No they haven’t.

According to the latest comScore survey data, 98 million Americans above the age of 13 don’t use a smartphone as their primary phone. That’s 41% of US mobile phone users.

What’s more, 2.5 million more people first started using smartphones in the three month period ending May vs. the three month period ending in April.

The switching rate to smartphones is shown below…

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