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.
Faster speeds are coming to China next week.
By Scott Cendrowski, writer
FORTUNE -- Forget the breathless coverage of China Mobile offering the iPhone for a moment. Yes, it's huge news for China's biggest wireless carrier and Apple (AAPL) -- and we've heard plenty to the point. But the real game changer for China is another mobile milestone that's nearly as imminent: the rollout of the faster wireless network standard 4G.
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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.
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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 MOREFortune Editors - Oct 11, 2012 5:00 AM ET
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
Some saw it as bad news. Some saw it as good. Both missed the point.
There were two schools of commentary on Verizon's (VZ) report last week that it activated 3.2 million iPhones last quarter, down from 4.2 million in the Christmas quarter.
"Verizon Q1 Adds: Tablets Up, But iPhones Down" was the headline on Investors' Business Daily, as if the 1 million unit shortfall was bad news for Apple (AAPL).
MacRumors' headline, "iPhone MOREPhilip Elmer-DeWitt - Apr 22, 2012 12:23 PM 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
Massive crowds gather at Apple's five stores in the world's largest mobile phone market
UPDATED with amazing photos from Beijing by Feng Li via the Mercury News.
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Penn Olson's Steven Millward reports from Shanghai that crowds several city blocks long have formed outside Apple's (AAPL) stores in Beijing and Shanghai hours before the scheduled release of the iPhone 4S Friday morning.
Although China Unicom (CHU) will begin selling the device for MOREPhilip Elmer-DeWitt - Jan 12, 2012 11:43 AM ET
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