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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Moonray who wrote (132518)	4/30/2012 9:08:49 AM
From: Keith Feral	Read Replies (1) \| Respond to of 213172

Of the $10 billion in Asia sales this quarter, are there any estimates as to how many iPhones were sold?

To: Moonray who wrote (132518)	4/30/2012 11:19:55 AM
From: XoFruitCake	Read Replies (1) \| Respond to of 213172

If Apple adds China Mobile as a partner, as it has been rumored to do for some time, the iPhone maker's addressable market in China would increase by about 125 million 3G subscribers in 2013, bringing the total number of potential customers to nearly 425 million. I am not sure how they figure the addressable 3G market in China. IDC figured that in 1Q, China mobile has 39.7% of China 3G market share (54/(43+53+39)) and China telecom already sell the 4S without a contract. They probably will do the same if and when Iphone 5 announced. Going forward, having China Mobile will help distribution but it will be 30-40% more sales rather than 2x or 3x increase. The quote that most article quoted is the 2G number and has very little to do with potential smartphone sales... trefis.com But the behemoth hasn’t been able to capitalize on its huge 2G subscriber base as well as it should have yet. As of January, China Mobile only had around 54 million 3G subscribers to around 43 million subscribed to China Unicom’s 3G network and close to 39 million on China Telecom’s 3G network.