Katy Huberty is back from China with Apple news

• Why is China's state-run media targeting Apple? Five theories

  Consumer protection? Negative marketing? Negotiating ploy? Payback? Squeeze?

  FORTUNE -- The drumbeat hasn't stopped.

  Not only has China's Central TV been running regular follow ups to its March 15 expose on Apple's (AAPL) iPhone repair policies, but on Thursday People's Daily -- the Communist Party's official propaganda organ -- attacked the company for the fourth day in a row, devoting half a page to negative articles.

  "One reported on a patent infringement suit lodged against Apple MORE

  Philip Elmer-DeWitt - Mar 28, 2013 2:17 PM ET
  Posted in: Apple, iPhone, China, China Mobile, People's Daily, ZTE, Huawei, CCTV, Communist Party

• Let's hear from a couple Apple analysts who aren't lowering their price targets

  Topeka's Brian White is sticking with $888. Bernstein's Toni Sacconaghi is still at $725.

  FORTUNE -- After a string of analysts dropping their price targets in lockstep with Apple's (AAPL) falling shares, it's refreshing to hear from a couple of guys who haven't lowered their targets. Or at least not lately.

  Bernstein's Toni Sacconaghi ($725, down from $800 last December) weighed in Tuesday with his views on the much-rumored Apple iWatch. He's MORE

  Philip Elmer-DeWitt - Mar 19, 2013 12:53 PM ET
  Posted in: Apple, Brian White, China Mobile, iWatch, Price targets, Toni Sacconaghi, Topeka

• Analyst: A $330 iPhone could triple Apple's market in China

  But can Apple make a cheap phone that isn't, in Tim Cook's words, "a crappy product"?

  FORTUNE -- Adding to the growing literature of sell-side analysts who think the answer to Apple's (AAPL) market valuation woes (down 35% since September) is a low-cost iPhone, Morgan Stanley's Katy Huberty has looked at China, the world's largest smartphone market, and done the math.

  She made several points in a note to clients Tuesday that MORE

  Philip Elmer-DeWitt - Feb 19, 2013 7:19 AM ET
  Posted in: Apple, China, China Mobile, iPhone mini, Katy Huberty, Tim Cook

• Munster: 4 more reasons Apple got clobbered Wednesday

  Piper Jaffray's chief Apple enthusiast comes to the defense of the embattled stock

  FORTUNE -- With Apple's (AAPL) shares off more than 6% Wednesday, there was no shortage of theories about what was driving all the selling. We highlighted one -- Apple's failure to issue a special dividend -- earlier today. In a note to clients a few hours later, Piper Jaffray's Gene Munster addressed four more:

  Digitimes Article Appears To Be MORE

  Philip Elmer-DeWitt - Dec 5, 2012 2:59 PM ET
  Posted in: Apple, China Mobile, DigiTimes, Gene Munster, Lumina, Margins, Nokia

• Can Apple win over China?

  If you're the world's largest company - with nearly $600 billion in market value - getting bigger is a tough challenge. But if Apple can learn how to charm the world's largest population, the possibilities are limitless.

  By Bill Powell, editor-at-large

  FORTUNE -- Tim Cook, Apple's reserved and soft-spoken CEO, has a tendency to wax euphoric about the China market and his company's place in it.

  When asked last year by an MORE

  Fortune Editors - Oct 11, 2012 5:00 AM ET
  Posted in: Apple, China, China Mobile, China Telecom, China Unicom, Huawei, Lenovo, Samsung, Tim Cook, ZTE

• Apple analyst: China is adding 10-12 million 3G subs per mos.

  Having missed the boat last quarter, Wall Street is taking a second look at China

  FORTUNE -- I can count on one hand the number of Wall Street analysts whose estimates of Apple's (AAPL) iPhone sales last quarter came within 2 million units of the correct answer (35.1 million).

  Most of them were so distracted by the predictable fall-off in Verizon (VZ) and AT&T (T) activations after Christmas that they missed the significance of MORE

  Philip Elmer-DeWitt - Apr 30, 2012 11:00 AM ET
  Posted in: Apple, AT&T, Auriga, China, China Mobile, China Telecom, China Unicom, Chinese New Year, Deutsche Bank, iPhone, Mobile, Verizon, Wall Street

• What was Apple CEO Tim Cook really doing in China?

  He didn't fly to Beijing just to pose with shoppers at an Apple Store

  Thanks to a quick-thinking customer who spotted him, snapped a couple photos and posted them on Sina Weibo, a Chinese microblogging site, we learned Monday that Apple (AAPL) CEO Tim Cook was in Beijing, at least for a few hours.

  Leaving aside the iconography of an Apple CEO setting foot in the world's largest market for iOS devices, MORE

  Philip Elmer-DeWitt - Mar 26, 2012 2:44 PM ET
  Posted in: Apple, Beijing, China, China Mobile, China Telecom, China Unicom, Dan Butterfield, iPhone, Tim Cook

• China's Verizon gets the iPhone

  Sales of the CDMA version began Friday at China Telecom's 2,850 retail outlets

  If China Unicom (CHU) is the AT&T of China, having enjoyed an 18-month monopoly as Apple's (AAPL) only official iPhone carrier in the world's largest mobile phone market, then China Telecom (CHA) just became its Verizon.

  The carrier began taking orders for the iPhone 4S a week ago, and by the time doors opened Friday at China Telecom's 2,850 retail MORE

  Philip Elmer-DeWitt - Mar 9, 2012 5:18 AM ET
  Posted in: Apple, China, China Mobile, China Telecom, China Unicom, iPhone, Morgan Stanley

• Apple just doubled its addressable market in China

  China Telecom, the country's No. 3 carrier and No.1 Wi-Fi provider, gets the iPhone

  "We've been very, very focused on China," Apple (AAPL) CEO Tim Cook told the audience at last week's Goldman Sachs technology conference.

  One result of that focus became clear on Monday, when China Telecom (CHA), China's No. 3 mobile carrier and No. 1 Wi-Fi and fixed-line provider (total subscribers: 216 million), announced that it will begin taking iPhone 4S preorders next MORE

  Philip Elmer-DeWitt - Feb 21, 2012 7:00 AM ET
  Posted in: Apple, China, China Mobile, China Telecom, China Unicom, iPhone, iPhone 4S, Morgan Stanley