Bump in market share or units sold?
Based on the info
here, we are talking about expectations of 1-2M more units per quarter. Hence, 5-10%.
The effect most likely will dissipate by year end, i.e. 5% (max) more units annually.
Considering the smartphone market grows at a 10-20% annual rate, it will be hardly noticeable.
And since this is a US-specific thing, on the world scale this will be half as visible at best
File:IPhone sales per quarter.svg - Wikipedia, the free encyclopedia
Bottom line: it is really hard to beat Android's market share gains at a 6%+ clip (quarterly)...
There will no doubt be a bump in Apple's income that will just as inevitably bring "smile to the face" of our local stock expert...
Diogen.