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 MOREPhilip Elmer-DeWitt - Apr 30, 2012 11:00 AM ET
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, MOREPhilip Elmer-DeWitt - Mar 26, 2012 2:44 PM ET
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 MOREPhilip Elmer-DeWitt - Mar 9, 2012 5:18 AM ET
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 MOREPhilip Elmer-DeWitt - Feb 21, 2012 7:00 AM ET
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
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