Is the iPhone Birth Control? Causal Evidence from AT&T's 2007–2011 Carrier Monopoly
NBER Working Paper 35310, 2026
The U.S. general fertility rate has fallen 22% since 2007—a sustained decline not well explained by economic conditions, contraceptive use, or the cost of housing and childcare. The iPhone's 2007–2011 exclusivity on AT&T offers a natural experiment, identifying its effect from variation in AT&T's mobile broadband coverage. Access to the iPhone reduced births by 4.5–8.0% among women aged 15–19 and 3.2–6.6% among those aged 20–24, with smaller declines among older women; placebo tests on Verizon and Sprint coverage are null. Overall, smartphone diffusion explains 33–52% of the decline in the general fertility rate among women aged 15–44.