FORTUNE -- Tim Cook was happy Monday to talk about the nearly 30% increase in Apple's (AAPL) sales to Greater China last quarter -- boosted in part by early shipments of the iPhone 5S and iPhone 5C to China Unicom (CHU) and China Telecom (CHA) (before the China Mobile (CHL) deal took effect).
What he didn't volunteer was that sales in the rest of Asia Pacific were down 9%. And that sales in the Americas -- Apple's biggest market -- fell 1% year over year.
The pie chart at right shows where the revenue came from in the December quarter.
The bar chart below shows where sales were up year over year, and where they were down.
No endless lines. No unruly mobs of scalpers. But more that a few customers did show up.
FORTUNE -- Despite a surprise appearance of Apple (AAPL) CEO Tim Cook at China Mobile's (CHL) flagship store in Beijing, the long-awaited launch of the iPhone on the world's largest cell phone network got a "weak" and "muted" response, according to the first report in the New York Times -- a story datelined Tokyo that managed MOREPhilip Elmer-DeWitt - Jan 17, 2014 9:01 AM ET
Pre-orders for the iPhone at China Mobile are in the "millions," Xi tells the press.
FORTUNE -- After years of long-distance negotiations, the chairmen of Apple (AAPL) and China Mobile (CHL) staged their first joint press conference in Beijing Wednesday.
The meeting came two days before China Mobile was scheduled to begin selling iPhones to its 760 million subscribers.
CNBC reports that ahead of Friday's launch, China Unicom (CHU) and China Telecom (CHA), MOREPhilip Elmer-DeWitt - Jan 15, 2014 7:51 AM ET
"It's like a refuge camp!" wrote Jason Ng, who tweeted this photo from Hong Kong.
FORTUNE -- No, these aren't customers lining up for the launch of the iPhone at China Mobile (CHL). That event is scheduled for Jan. 17, a week from now.
These are shoppers at Apple's (AAPL) Hong Kong store drawn by the discounts the company is offering for its second-annual Asian Red Friday sale.
This year, eligible countries include China, Hong Kong, MOREPhilip Elmer-DeWitt - Jan 10, 2014 10:02 AM ET
Apple's shares opened up $18.86 (3.4%) on the news.
FORTUNE -- You might think that after six years worth of speculation, Apple (AAPL) analysts would have nothing left to say about the China Mobile (CHL) iPhone distribution deal announced Sunday.
You would be wrong.
Below: Excerpts from the notes we've seen so far. More as they come in.
Charlie Wolf, Needham: Waiting for Godot no more. "Apple announced that it had finally signed a MOREPhilip Elmer-DeWitt - Dec 23, 2013 11:45 AM ET
Analyst's estimates of incremental unit sales in China next year range from 5 to 39 million.
FORTUNE -- With six years to think about the question, many Apple (AAPL) analysts have already placed their bets for how many extra iPhones Apple is likely to sell in China now that the deal with China Mobile (CHL) has been announced.
In theory, Apple just increased its addressable market in the world's largest cellphone marketplace by MOREPhilip Elmer-DeWitt - Dec 23, 2013 10:14 AM ET
After six years of hard, protracted negotiations, the timing may work well for both parties.
FORTUNE -- We may never know what clinched the iPhone distribution deal that Apple (AAPL) and China Mobile (CHL) announced Sunday at 2 p.m. Cupertino time -- 6 a.m. Monday in Beijing.
The statements of their respective chairman gave nothing away.
China Mobile's Xi Guohua pronounced himself "delighted" to be carrying a device "very much loved by millions MOREPhilip Elmer-DeWitt - Dec 22, 2013 7:28 PM ET
With this much smoke, could fire be far behind?
FORTUNE -- Despite denials from China Mobile (CHL) and nothing from Apple (AAPL), iPhone ads -- with live reservation forms -- have turned up on China Mobile websites all over the People's Republic.
See also: China Mobile: No iPhone deal with Apple today.
Thanks to reader Michal Dussault for pulling together the links.Philip Elmer-DeWitt - Dec 21, 2013 10:23 AM ET
Apple shares were down sharply in early trading Wednesday.
FORTUNE -- "Around" Dec. 18 was when China Mobile (CHL) and Apple (AAPL) were to announce their iPhone distribution deal, according to the Wall Street Journal.
But it's not happening -- at least not on Dec. 18. By 2 p.m. Wednesday, Apple's shares had fallen $16.19 (3%). They recovered to close at $550.77, down $4.22 (0.76%) for the day.
According to Reuters and the New York MOREPhilip Elmer-DeWitt - Dec 18, 2013 8:19 AM ET
Last week, Bernstein's Toni Sacconaghi put Apple's incremental sales at 15 million.
FORTUNE -- This week's burning question among Apple (AAPL) analysts is this:
If and when China Mobile (CHL) begins selling iPhones to its 759 million subscribers, how many will it sell in the first year?
Everybody's got numbers, but the two most persuasive estimates I've seen came from Bernstein's Toni Sacconaghi and Morgan Stanley's Katy Huberty, who each took the time to show his or MOREPhilip Elmer-DeWitt - Dec 16, 2013 10:22 AM ET
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