- 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.
China Mobile indicates iPhone pre-orders to start; 5S supplies improve
Dec 9 2013, 09:36 ET