China Mobile indicates iPhone pre-orders to start; 5S supplies improve

An ad on China Mobile's (CHL +0.5%) site suggests the world' biggest carrier will begin taking pre-orders for the iPhone 5S (AAPL +0.7%) on Thursday, as well as for 4G phones from Samsung and Sony. A company rep confirms 4G pre-orders will start on Thursday, and that services will launch on Dec. 18 (the day of CHL's 4G partner event).

CHL had previously said it was still negotiating with Apple regarding iPhone sales. Analysts have estimated a deal could boost Apple's 2014 EPS by $2-$4 (or perhaps ~5-10%), as they balance CHL's enormous customer base and sales reach with its relatively low ARPUs and surging Chinese demand for cheaper/larger smartphones.

Separately, Gene Munster reports U.S. iPhone 5S supply has finally caught up with demand: Checks at 60 U.S. Apple Stores found all of them were carrying each model of the device. Munster's late November survey had found 90% of SKUs in stock.

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Comments (17)
  • aardvark3
    , contributor
    Comments (669) | Send Message
    The real celebration will begin in late January.
    9 Dec 2013, 09:41 AM Reply Like
  • synchrogeddon
    , contributor
    Comments (386) | Send Message
    They say according to advertisement: but there is no iPhone on this site.
    9 Dec 2013, 09:44 AM Reply Like
  • calikym
    , contributor
    Comments (257) | Send Message
    It says it will begin taking preorders on Thursday so perhaps that is why the website doesn't list the phone yet.
    9 Dec 2013, 11:07 AM Reply Like
  • Kahokfan67
    , contributor
    Comments (48) | Send Message
    The original article on WSJ said the iphone was taken down from the site once it was reported in the US? The truth is somewhere in the middle.
    9 Dec 2013, 11:18 AM Reply Like
  • jjkiam
    , contributor
    Comments (403) | Send Message
    So when a deal is finally announced, the next step will be for all the bears and analysts to project that the terms will reduce Apple's ability to make ANY meaningful increase in sales and profits! Then Apple will raise current guidance by the end of the month and raise the next qtr 's estimates beyond anything anticipated by the analysts when they announce fiscal q1 earnings! Then the stock goes past 650 when the market realizes that Apple is going to make 50 eps in fiscal 14 ESP after you deduct the next 15 m shares from the float. How's that for analysis
    9 Dec 2013, 09:50 AM Reply Like
  • rsykes73
    , contributor
    Comments (48) | Send Message
    "...Ohhh, its beginning to look alot like Christmas" da, da, da, da
    9 Dec 2013, 11:18 AM Reply Like
  • Art Rimbaud
    , contributor
    Comments (46) | Send Message
    Middle of the ad, they have a phone that looks like a Samsung, but it's called the "Galxy S4". Either it's a knockoff, or a classic example of creative Chinese spelling.
    9 Dec 2013, 09:56 AM Reply Like
  • Humble Eagles
    , contributor
    Comments (2751) | Send Message
    This is like watching a tennis match. The media comes out with a story, CHL denies it. Repeat. Repeat. The real value is long term. Two years from now, much of China will have LTE and the number of LTE customers will likely be at least 200-300MM on CHL alone. This is a great deal for both parties if true.
    9 Dec 2013, 10:14 AM Reply Like
  • samuel_liu
    , contributor
    Comments (2753) | Send Message
    what's the price and terms. After else what else matters?
    9 Dec 2013, 10:19 AM Reply Like
  • UnStopaBull!
    , contributor
    Comments (179) | Send Message
    Apple should just buy china mobile and get it over with.
    9 Dec 2013, 10:23 AM Reply Like
  • Brian Barbour
    , contributor
    Comments (1315) | Send Message
    it probably wouldn't be allowed due to competition law
    9 Dec 2013, 02:59 PM Reply Like
    , contributor
    Comments (6360) | Send Message
    I can see the US Govt seriously considering a take-over of ATT or Verizon- we have to be fair. They don't.
    9 Dec 2013, 04:30 PM Reply Like
  • Gary Bushwacher
    , contributor
    Comments (543) | Send Message
    "Apple should just buy china mobile and get it over with"


    The Chinese gov't would not approve (citing the USA's treatment of Huawe)i, and the concerns for National Security if a foreign power were to gain control of a national communications network "


    said . . tongue tucked firmly in cheek LOL !
    9 Dec 2013, 02:01 PM Reply Like
  • UnStopaBull!
    , contributor
    Comments (179) | Send Message
    Then they should just buy china then.
    9 Dec 2013, 02:35 PM Reply Like
  • pocohonta
    , contributor
    Comments (661) | Send Message
    Actually, since China owns US bonds (most ever by a single country), China can eventually buy USA.
    12 Dec 2013, 12:34 AM Reply Like
  • ystock15
    , contributor
    Comments (165) | Send Message
    APPL new price target $1,250
    9 Dec 2013, 02:25 PM Reply Like
  • Skippy09
    , contributor
    Comments (1908) | Send Message
    "pple should just buy china mobile and get it over with."
    loved it!


    "Then they should just buy china then."


    Even better! I needed a good laugh today because I had to wash 6 loads of laundry using quarters thanks to Samsung, Inc.
    9 Dec 2013, 10:04 PM Reply Like
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