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
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
The key, says Gene Munster, is the iPhone's addressable subscriber base
Apple's (AAPL) shares have dropped $24.52 (6.8%) in the past three trading days for reasons that have nothing to do with the company's underlying business. In a note to clients issued Wednesday, Piper Jaffray's Gene Munster tries to bring the subject back to Apple's fundamentals.
Most investors, he writes, believe Apple's earnings growth will slow to 15%-20% in 2012, and that's MOREPhilip Elmer-DeWitt - Feb 23, 2011 7:18 AM ET
What is it with the Chinese and their iPhones?
The signs were everywhere: The steady stream of human traffic from New York's Chinatown to the Fifth Avenue Apple Store. The housewives arrested at the Hong Kong crossing with dozens of units strapped under their dresses. The scalper fights that broke out when Apple's Beijing store briefly lifted its two-iPhones-per-customer limit.
No wonder Apple (AAPL) decided several years ago to make China MOREPhilip Elmer-DeWitt - Jan 22, 2011 6:31 AM 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
Reading the tea leaves, he senses a thaw between Apple and giant China Mobile
Ticonderoga Securities' Brian White, fresh from an October trip to China, writes that the buzz surrounding the iPhone 4 and iPad there is stronger than ever.
"Clearly," he writes, "China is catching 'Apple fever.'"
He cites conversations with China Unicom (CHU), Apple's (AAPL) exclusive partner and the second largest carrier (162 million subscribers) in the world's largest mobile phone MOREPhilip Elmer-DeWitt - Nov 18, 2010 1:36 PM ET
Over 200,000 pre-orders and a queue more than 1,000 customers long
What a difference a year makes.
Last November, when Apple (AAPL) first starting selling the iPhone in China -- the world's largest cell phone market with nearly 800 million subscribers -- analysts termed the launch a "disappointment." The queues of customers were underwhelming, and after four days of sales, China Unicom (CHU) had reportedly managed to sign up only 5,000 subscribers.
Contrast MOREPhilip Elmer-DeWitt - Sep 25, 2010 8:41 AM ET
Opening two new stores and launching the iPhone 4 on Saturday
"We are lucky that Steve Jobs has such a bad temper and doesn't care about China," Lenovo CEO Liu Chuanzhi told the Financial Times in July. "If Apple were to spend the same effort on the Chinese consumer as we do, we would be in trouble."
Comments like that may help explain why Apple (AAPL) has been making extra sure the MOREPhilip Elmer-DeWitt - Sep 20, 2010 7:12 AM ET
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