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 MOREPhilip Elmer-DeWitt - Jan 30, 2012 7:39 AM ET
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 MOREPhilip Elmer-DeWitt - Jan 4, 2012 10:46 AM ET
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 MOREPhilip Elmer-DeWitt - Dec 17, 2011 4:37 PM ET
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. MOREPhilip Elmer-DeWitt - Sep 19, 2011 12:14 PM ET
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 MOREPhilip Elmer-DeWitt - Aug 18, 2011 6:28 AM ET
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 MOREPhilip Elmer-DeWitt - Jun 24, 2011 7:29 AM ET
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 MORESeth Weintraub - Feb 10, 2011 11:31 AM ET
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 MOREPhilip Elmer-DeWitt - Jan 26, 2011 12:39 PM ET
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 MOREPhilip Elmer-DeWitt - Dec 20, 2010 2:48 PM ET
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
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