China Mobile

Morgan Stanley: 24-36 million more Chinese iPhones in 2013

As the middle class expands, Apple's sales in China could soon reach 60 million per year

Morgan Stanley has seen the future and it's a well-heeled Chinese man (or woman) with an iPhone.

In a note to clients Sunday, Katy Huberty drew on Morgan Stanley's proprietary AlphaWise survey of buying patterns among China's rapidly growing middle class to paint a picture of the smartphone market on the mainland after Apple (AAPL), as MORE

iPhone 4s is coming to China with 10 shopping days to spare

Apple's new phone will arrive on the mainland -- and 21 other countries -- Friday, Jan. 13

New Year's Day -- the biggest shopping event of the Chinese calendar -- falls on Jan. 23 this year. And in a piece of extraordinarily fortuitous timing, Apple (AAPL) announced Wednesday that it will launch the iPhone 4S on mainland China (and 21 other countries) next Friday, Jan. 13.

That gives China's rapidly growing middle MORE

Apple falls to 4th place in the Chinese smartphone race

Slipping in a market Tim Cook identified as "an area of enormous opportunity" 

There's a nugget of unanchored news in a report Reuters filed Friday.

"In the third quarter," wrote Lee Chyen Yee, "Huawei overtook Apple as the No.3 smartphone vendor in China."

Without identifying its source or specifying market shares, Reuters reported that Apple (AAPL) now trails Nokia (NOK), Samsung and Huawei, companies it characterized as more "nimble" and "flexible" than Apple.

"Nimble" is MORE

Get ready for another iPhone 'big bang' says J.P. Morgan

Expect two new models and expansion into untapped U.S. and Chinese carriers

J.P. Morgan's Mark Moskowitz, one of the last holdouts on Wall Street, has come around to what has become conventional wisdom among Apple (AAPL) watchers: That the company is set to release not one but two iPhones, an iPhone 5 and what Moskowitz calls an iPhone 4-plus.

In a report to clients Monday he describes what his "research" has turned up. MORE

China Mobile has been meeting secretly with Steve Jobs

Apple reportedly in highest-level talks with the world's largest mobile operator

At a news conference following release of its first-half earnings, China Mobile (CHL) revealed Thursday that it has met several times with Steve Jobs to talk about Apple (AAPL) making an iPhone that would support its proprietary 3G standard, Reuters reports.

Officially, Apple sells iPhones in the world's largest cell phone market only through China Unicom (CHU), the country's second largest MORE

The iPhone, Tim Cook and 900 million Chinese wireless users

What do the reports of a pending deal with the world's largest carrier really mean?

Brian White, Ticonderoga Securities' chief Apple (AAPL) analyst, has a boilerplate sentence stored on his computer that goes like this:

"We believe the ramp of the mobile Internet in China will be one of the great wonders of the tech world over the next decade and the country has clearly caught "Apple fever" that we believe will only MORE

Why Android will not suffer from Verizon's iPhone

Here's why Piper is wrong.

In the U.S., we tend to think that we are the center of the world and what happens here sets a trend for the rest of the world.  That's why it is no surprise to hear Americans say that the release of the Verizon (VZ) iPhone today signals the end of the ascent of Android.  Piper Jaffay's Gene Munster is one of these believers.  In a MORE

An iPhone for 600 million in China?

Remarks made in Davos suggest that Apple is building a model for China Mobile

Will the iPhone 5 be the one that finally cracks open the No. 1 carrier in the world's biggest cell phone market?

That's the thrust of a report out of the World Economic Forum in Davos, Switzerland, that cites remarks made by China Mobile (CHL) chairman Wang Jianzhou.

"We hope that when they develop the next-generation models, since Apple MORE

China runs out of iPhone 4s

Sold out at Apple Stores, authorized resellers and China Unicom

Now those stories about Chinese housewives smuggling Apple (AAPL) iPhones onto the mainland make a little more sense.

It's not just that the phones can be had in Hong Kong tax-free, it's that they can be had at all.

Ticonderoga Securities' Brian White, back from his recent China tour, reports in a note to clients Monday that the iPhone 4 is sold out MORE

China Unicom says it has more than 1 million iPhone contract users

Nearly three out of four switched from giant China Mobile, according to China's No. 2 carrier

A Deutsche Bank note to clients issued Wednesday has culled several interesting Apple (AAPL) data points from Chinese-language reports:

China Unicom (CHU), Apple's exclusive iPhone carrier on the mainland, claims it now has more than 1 million iPhone contract users
73% of those users are also China Mobile (CHL) subscribers, something the carrier knows because customers must MORE