Category Archives: china

Chinese smartphone vendors disappointed by 5s but eagerly awaiting iPhone 6, says analyst

iphone5_ios7

Cantor Fitzgerald analyst Brian White, quoted in Business Insider, had both bad news and good for Apple in his talks with smartphone vendors during a tour of China and Taiwan, claiming disappointment with sales of the iPhone 5s but big hopes for the iPhone 6.

In the near term, we sensed disappointment around demand for the iPhone 5s.

That said, we heard great enthusiasm around the potential for Apple to introduce a larger iPhone form factor in China this year with the iPhone 6. In our view, the iPhone 6 with a larger screen (e.g., 4.7-inch, 5.5-inch) has the potential to meaningfully accelerate Apple’s growth trajectory in China during 2H:14. We have not heard this type of excitement in China around the iPhone in at least two years and thus we believe this could be a very special iPhone launch for Apple.

White doesn’t have the greatest record of reliability (he’s the guy who told us the Apple television set was launching last year, with an iRing controller), but lower than anticipated iPhone 5s sales does seem consistent with the rather muted comments made by China Mobile chairman Xi Guohua last month.


Filed under: iOS Devices Tagged: Apple, china, iPhone, iPhone 5S, iPhone 6, Reuters, Smartphone

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China Mobile sold over 1M iPhones last month, chairman non-committal about the numbers

A man holds a new Apple iPhone 5S next to his iPhone 5 at an Apple Store at Tokyo's Ginza shopping district

Photo: readwrite.com

China Mobile announced that it sold 1.34M 4G handsets in February and that “most of them” were iPhones. China Mobile chairman Xi Guohua was relatively non-committal on the numbers.

It’s just been getting started for one or two months. So far it’s hard to tell how that will affect our business [...]

We are happy with the progress as we are still building our 4G network and the coverage is only available in some major cities.

Analyst estimates of likely sales had varied widely. Most had predicted at least 15-17M sales a year in China as a whole, however, suggesting that 1M in a month on what is by far the country’s largest carrier may be somewhat lower than anticipated … 

There was, however, no reaction from the market in pre-market trading in AAPL, the 0.27 percent dip in the stock price well within normal variation.

China Mobile reported its first annual drop in profits in 14 years, which has been attributed to a mix of infrastructure investment in 4G, loss of SMS revenue from other messaging services and handset subsidies to meet fierce price competition from other outlets. The company is hoping that data revenues from iPhone users will help drive profitability through the year.

Analytics data suggests that the iPhone 5S has around a 12 percent share of iOS devices in China, while the 5c has just two percent – older iPhones and iPads making up the balance.

Morgan Stanley yesterday said that it expected Apple to announce worldwide Q2 sales of 42M, a 4.5M year-on-year rise.

Via the WSJ and Reuters


Filed under: AAPL Company, iOS Devices Tagged: 4G, Apple, Beijing, china, China Mobile, iPad, iPhone, iPhone 5C, iPhone 5S, iPhone China, iPhone numbers in China, iPhone sales in China, Morgan Stanley

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iPhone 5c not a hit in China either, would a rumored 8GB model help?

compared-to-the-iphone-5s-this-chart-shows-the-iphone-5c-has-bombed-in-china

The South China Morning Post is reporting that the iPhone 5c, created by Apple to target growth markets like China, has hit only a 2 percent share of all iOS devices after four months, in contrast to the iPhone 5s with a 12 percent share and the original iPhone 5 with around 15 percent … 

The bulk of the iOS market in China is still made up of older devices that have been imported through grey channels, but the 5c was expected to prove popular among those looking for a new iPhone compatible with China Mobile’s network. However, data from China’s largest app analytics company suggests that most buyers have been willing to pay the premium for the 5s.

While Apple doesn’t release breakdowns of iPhone sales by model, it’s widely believed that 5c sales were significantly below the company’s expectations, with Tim Cook stating that “the mix was something very different than we thought” – though the fact that it has seemingly driven up sales of the 5s means that it may, ironically, have been a good move.

A separate rumor suggests that Apple is launching an 8GB model of the iPhone 5c tomorrow – in Germany, of all places. The rumor says that it will be available on the O2 network.

If true, it would obviously be made available worldwide, not just in Europe. While it’s not impossible that Apple hopes a lower-cost version of the 5c might boost sales, the idea seems odd. An 8GB iPhone would be a truly horrible experience in these days of much bigger apps: by the time you’d installed a few apps, there would be no space left for music, photos or anything else. I guess we’ll find out tomorrow.

Via CNET


Filed under: AAPL Company, iOS Devices Tagged: 8GB iPhone 5c, Apple, china, China Mobile, IDevice, iOS, iPhone, iPhone 5, iPhone 5C, low-cost iPhone, South China Morning Post

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iPhone 5c not a hit in China either, would a rumored 8GB model help?

compared-to-the-iphone-5s-this-chart-shows-the-iphone-5c-has-bombed-in-china

The South China Morning Post is reporting that the iPhone 5c, created by Apple to target growth markets like China, has hit only a 2 percent share of all iOS devices after four months, in contrast to the iPhone 5s with a 12 percent share and the original iPhone 5 with around 15 percent … 

The bulk of the iOS market in China is still made up of older devices that have been imported through grey channels, but the 5c was expected to prove popular among those looking for a new iPhone compatible with China Mobile’s network. However, data from China’s largest app analytics company suggests that most buyers have been willing to pay the premium for the 5s.

While Apple doesn’t release breakdowns of iPhone sales by model, it’s widely believed that 5c sales were significantly below the company’s expectations, with Tim Cook stating that “the mix was something very different than we thought” – though the fact that it has seemingly driven up sales of the 5s means that it may, ironically, have been a good move.

A separate rumor suggests that Apple is launching an 8GB model of the iPhone 5c tomorrow – in Germany, of all places. The rumor says that it will be available on the O2 network, and an Engadget reader sent in apparent confirmation in the form of a packaging detail:

upload

If genuine (and it appears to be), it would obviously be made available worldwide, not just in Europe. While it’s not impossible that Apple hopes a lower-cost version of the 5c might boost sales, the idea seems odd. An 8GB iPhone would be a truly horrible experience in these days of much bigger apps: by the time you’d installed a few apps, there would be no space left for music, photos or anything else. I’m really not sure what Apple is thinking here.

Via CNET


Filed under: AAPL Company, iOS Devices Tagged: 8GB iPhone 5c, Apple, china, China Mobile, IDevice, iOS, iPhone, iPhone 5, iPhone 5C, low-cost iPhone, South China Morning Post

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